Explore the Nasdaq's impressive rise past 20,000 points while dissecting inflation and grocery market dynamics. Discover the implications of new healthcare legislation and the bipartisan effort to rein in pharmacy benefit managers. Unpack the volatile healthcare stocks as tech giants, like Google, showcase their AI advancements. Analyze the impact of inflation on grocery prices, notably eggs and cereals, alongside evolving consumer trends. Finally, dive into investment strategies for 2025, emphasizing AI infrastructure and semiconductor opportunities.

The podcast dives into Wall Street's recent highs, highlighting the booming travel sector and key stocks like Norwegian Cruise Line. It navigates the turbulent waters of Republican legislative strategies and debates over priorities for the next Congress. The discussion shifts to Trump's NASA appointment and its implications for commercial real estate and national security. Predictions for 2025 focus on significant market trends and the tech landscape, particularly advancements in AI and quantum technology, shaping future investment strategies.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Did a strong jobs report put the Fed's plans on hold? Opinions vary as experts weigh in on its impact on interest rates and the job market. One economist suggests AI is intensifying the 'hiring doom loop,' shedding light on remote work trends. The latest from OpenAI’s 'Shipmas' and intriguing political appointments add to the tech landscape’s evolution. Discussions on semiconductor investments and the intersection of technology with national security reveal critical insights for navigating our changing economy.

In this discussion, Mike Novogratz, Founder and CEO of Galaxy Digital, offers insights as an early Bitcoin investor. He emphasizes the significance of Bitcoin surpassing $100K, marking a paradigm shift in digital assets. The conversation also delves into evolving investment strategies and the implications of economic trends on cryptocurrencies. Additionally, they touch on the global economic impact of events like the Russia-Ukraine war and highlight how wealthy collectors at Art Basel are capitalizing on this bullish sentiment.

Jay Powell, the Chair of the Federal Reserve, shares insights on U.S. monetary policy and the current economic landscape. He discusses the complexities of interest rate cuts and their potential impact on market stability. The conversation delves into the tight housing market, emphasizing the critical need for affordable housing solutions as pressure mounts on political leaders. Powell also highlights how fluctuations in mortgage rates could influence the GOP's agenda ahead of the upcoming elections, revealing a compelling interplay between economics and politics.

Discussion kicks off with the Fed's potential interest rate decisions and market impacts like the Nasdaq's highs. A strategist shares insights on mid-cap stock opportunities amidst economic resilience. The future of AI technology adoption is explored, highlighting competition among major firms. The podcast also delves into the effects of U.S. tariff policies on trade relations and examines the contrasting fortunes of tech giants. Finally, insights into municipal bonds and upcoming tax policies cap off the engaging dialogue.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

Stocks hitting record highs again and one strategist says there’s no reason to believe the rally will slow down. Plus, bitcoin is on track to snap a 4-week winning streak, but one trading platform executive sees it climbing to $250K by the end of next year and $500K by the end of 2027. He joins us to make his case. And we’ve got every angle of Black Friday shopping covered with an in-mall view, the consumer forecast for holiday shopping season, and the CEO of Pandora Jewelers with his pulse of the consumer.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.