Following back to back years of twenty-percent plus gains for the stock market, what should investors expect in 2025 as a new administration moves into Washington D.C., the U.S. economy continues to grow and consumers are feeling as confident as they have in years? Liz Young Thomas, SoFi's Head of Investment Strategy, rejoins The Express to share her outlook for 2025, including the biggest risks and opportunities on the horizon. Plus, 2024 was the second year in a row where retail investors beat the market. What would it take for a three-peat?

LINKS FOR SHOW NOTES

https://www.sofi.com/article/investment-strategy/liz-looks-at-the-2025-outlook/

https://www.investopedia.com/terms/j/januaryeffect.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8768364

https://www.vandaresearch.com/news/

https://www.bespokepremium.com/interactive/research/think-big-blog/

https://www.instagram.com/lizthomasstrat/?hl=en

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After a blowout year for Bitcoin, the runway to higher highs could be clearing as a crypto-friendly Trump administration is set to take office, institutional ownership is just beginning, and the blockchain has been firmly established across industries. Ric Edelman, the legendary financial advisor, best-selling author, award-winning radio host and founder of DACFP, rejoins The Express to peer into the future for Bitcoin and other cryptocurrencies. Plus, stocks slammed into a wall of resistance following the Fed's latest interest rate cut and indications that it may not be in a rush to do it again. Will the dip-buyers come back to start the new year with Bullish intentions?

Links for show notes:

https://blog.google/technology/research/google-willow-quantum-chip/

https://dacfp.com/

https://www.instagram.com/ric_edelman/

https://www.amazon.com/stores/Ric-Edelman/author/B000APYJPM

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8764806

https://www.investopedia.com/federal-reserve-officials-optimistic-in-wake-of-december-meeting-8765054

https://www.investopedia.com/terms/s/satoshi-nakamoto.asp

https://www.investopedia.com/terms/p/proof-stake-pos.asp

https://www.investopedia.com/terms/s/santaclauseffect.asp

https://www.stocktradersalmanac.com/

https://s3.us-east-1.amazonaws.com/static.bitwiseinvestments.com/Research/Bitwise-The-Year-Ahead-10-Crypto-Predictions-for-2025.pdf

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Austin Hankwitz, co-host of the "Rich Habits" podcast and author of the Rate of Return substack, has built a successful career as a Fin-fluencer by showing what he invests in, and what leads him to those decisions. Austin shares what he's buying now, and his perspective on how we will invest in the future. Plus, markets diverge as breadth weakens and investors chase chips and mega-cap tech stocks, yet again. Is this the beginning of a correction, or just the resumption of a young bull market that likes to follow the leaders?

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8760282

https://www.investopedia.com/federal-reserve-fomc-meeting-december-2024-interest-rates-preview-8761052

https://www.investopedia.com/terms/r/reconstitution.asp

https://www.instagram.com/richhabitspodcast/?hl=en

https://public.com/@austinhankwitz

https://www.cmegroup.com/markets/agriculture/livestock/live-cattle.html

https://www.globenewswire.com/news-release/2024/12/14/2997099/0/en/Annual-Changes-to-the-Nasdaq-100-Index.html

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Investopedia is out with the Top Ten Terms of the Year, our list of the most searched terms, trends and themes by our millions of readers throughout 2024. Kyla Scanlon, financial educator and the author of "In This Economy", rejoins The Express to break down the top ten, and share her predictions for 2025's top terms. Plus, there are even more reasons to be Bullish as stocks and risk assets hit all-time highs.

LINKS FOR SHOW NOTES

https://www.investopedia.com/the-2024-investopedia-terms-of-the-year-8754569

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8757265

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_120624A.pdf

https://www.amazon.com/This-Economy-Money-Markets-Really/dp/0593727878/ref=sr_1_1?

https://www.instagram.com/kylascan/?hl=en

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A conversation with José Andrés, world renowned chef, entrepreneur, author and humanitarian, on where he finds his inspiration and the business skills he and his team have learned through running World Central Kitchen, serving people on the frontlines of the world’s greatest disasters. Hear our conversation, which includes Ray Isle, the Executive Wine Editor for Food & Wine, on innovations in wine and spirits. Plus, stocks just closed out their strongest month of the year so far, with December historically performing even higher.

LINKS FOR SHOW NOTES

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8751894

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

https://www.hbs.edu/faculty/Pages/profile.aspx?facId=6493

https://www.investopedia.com/terms/b/blackfriday.asp

https://www.foodandwine.com/author/ray-isle

https://wck.org/

https://joseandres.com/

https://www.investopedia.com/consumers-are-entering-the-holidays-with-a-bit-of-extra-cash-8752752

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Anna Paglia, the Chief Business Officer for State Street Global Advisors, joins The Express to help uncover where the next $10 Trillion in assets under management for the ETF industry will come from, and how soon they might find it. With over 12,000 listed ETFs globally and counting, new flavors of actively managed and crypto ETFs are the industry's next shiny things, but not all will survive and Anna tells us what they need to do in order to win over investors. Plus, markets are touching record highs again, but the breakout performance of Bitcoin and a few key stocks has masked one of the more boring bull markets in history.

LINKS FOR SHOW NOTES

https://www.ssga.com/library-content/assets/pdf/north-america/equities/2024/spdr-etf-impact-survey-findings.pdf

https://www.asym500.com/media

https://www.investopedia.com/articles/investing-strategy/071616/implied-vs-historical-volatility-main-differences.asp

https://www.investopedia.com/who-is-scott-bessent-trumps-pick-for-treasury-secretary-8750750

https://www.investopedia.com/terms/d/divestiture.asp

https://www.ssga.com/us/en/individual/insights/market-trends

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-fed-minutes-thanksgiving-earnings-8749343

https://www.statestreet.com/us/en/asset-owner/about/our-people/leaderships/anna-paglia

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Ray Dalio, one of the most successful investors of all time and the author of the best selling "Principles" series, rejoins The Express to help us understand the new world order in light of the elections, geopolitical instability, climate risk and technology. The creator of the 'All Weather Portfolio', explains how he would build that portfolio today given all the risks and trends shaping this unprecedented cycle in history. Plus, Ray's thoughts on crypto, lessons for new investors, and the most important lesson he has learned in his lifetime as an investor.

LINKS WITH SHOW NOTES

https://www.investopedia.com/vaccine-maker-stocks-slump-after-rfk-jr-nominated-as-hhs-head-8745974

https://www.investopedia.com/what-the-republican-sweep-means-for-the-economy-8745669

https://wmi.edu.sg/dmp-online/

https://www.principles.com/

https://www.investopedia.com/terms/e/earnings_momentum.asp

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8745796

https://www.investopedia.com/1-in-4-investopedia-readers-say-they-now-own-crypto-the-highest-in-a-year-8745853

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In the wake of the equity markets' largest election rally in history, we break down the winners across sectors, asset classes and sizes with Cameron Dawson, Chief Investment Strategist at New Edge Wealth, and look into the future for trends to watch given the policy promises of the Trump administration. Plus, the Bond Vigilantes may be starting to circle as the likelihood of tax cuts and heavy government spending are pushing Treasury yields to alarming levels even as the Fed cuts rates.

LINKS FOR SHOW NOTES

https://www.newedgewealth.com/team/cameron-dawson/

https://www.newedgewealth.com/insights/

https://www.federalreserveeducation.org/about-the-fed/archive-history

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-cpi-earnings-fed-speakers-8740185

https://www.investopedia.com/bond-vigilante-6386194

https://www.investopedia.com/terms/c/contributionmargin.asp

https://www.carsongroup.com/insights/blog/author/rdetrick/

https://www.investopedia.com/bitcoin-price-tops-usd80000-for-first-time-8742854

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No one wants to talk about the $1.8 Billion Federal Budget deficit - especially the two candidates running for president and their political parties. But, as Marc Goldwein of the Committee for a Responsible Budget warns, the interest costs alone to serve that debt are approaching 17% of government spending, which is more than we spend on defense, education and healthcare. Both presidential candidates are pushing policies that would only amplify that debt by trillions of dollars over the next decade, bringing with it inflation, high interest rates, a debt spiral and a massive devaluing of U.S. Treasuries. The debt matters, but don't tell Washington D.C.

LINKS FOR SHOW NOTES:

https://www.investopedia.com/warren-buffett-berkshire-hathaway-apple-stock-cash-pile-q3-2024-8738738

https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html

https://advantage.factset.com/hubfs/Website/Resources%20Section/Research%20Desk/Earnings%20Insight/EarningsInsight_110124.pdf

https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8737801

https://www.crfb.org/

https://www.investopedia.com/presidents-and-their-impact-on-the-stock-market-4587369

https://www.investopedia.com/what-economists-think-harris-trump-economic-plans-presidential-election-8700373

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Stephen Sikes, the Chief Operating Officer for Public.com, explains what happened to most of the retail investors who jumped into the stock market in the middle of meme-stock mania in 2021, and what they are looking for today as market dynamics shift into a lower interest rate regime. Plus, why are yields for long term bonds spiking just as the Fed lowers rates, what made Goldman Sachs curb our expectations for future equity returns, and where are the hedge fund whales swimming lately?

LINKS FOR SHOW NOTES

https://www.investopedia.com/terms/r/relativevalue-funds.asp

https://www.carsongroup.com/insights/blog/team-members/ryan-detrick/

https://www.jpmorganchase.com/institute/all-topics/financial-health-wealth-creation/the-changing-demographics-of-retail-investors

https://www.investopedia.com/terms/c/cupandhandle.asp

https://public.com/

https://www.linkedin.com/in/stephensikes/

https://www.investopedia.com/what-to-expect-in-markets-this-week-jobs-earnings-gdp-8732908

https://www.bespokepremium.com/interactive/research/think-big-blog/

https://www.hfr.com/insights-commentary/

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