Ben Laidler

Dan Ives, Global Head of Technology at Wedbush Securities, shares insights on Tesla's stock amidst Elon Musk's political battles, posing questions about stability. Ben Laidler, Head of Equity Strategy at Bradesco Securities, discusses a cautious yet optimistic outlook for equities, hinting at potential S&P growth despite market volatility. The conversation navigates the intersection of politics and business strategy, and how global tariffs are shaping the investment landscape as 2025 approaches.

Ben Laidler, Head of Equity Strategy at Bradesco BBI, shares his bullish outlook on the S&P 500, discussing potential catalysts for growth amid ongoing trade uncertainties. Charles Kantor, Senior Portfolio Manager at Neuberger Berman, reflects on historical parallels with the 2000 dot-com bubble and warns of a consumer crunch. They also explore a shift in investor focus from U.S. equities to emerging markets, emphasizing the need for patience and resilience in navigating today's complex market environment.