Red Monday: Market Mayhem and Year-End Trends I Dec 30, 2024

Beats Roundtable

Join us for our December 30, 2024 Beats Roundtable as we dive into what is shaping up to be a "Red Monday" in the markets. Host Ben Brey is joined by Paul Meeks, Jeff Macke, and Charlie Peabody to discuss today's market downturn, share predictions for tech stocks, and explore what might be the last financial trends of the year.

Paul Meeks shares his confidence in a range of tech stocks, including $AMD, Uber, and $META, while also offering caution on the hype surrounding quantum computing and highlighting potential shorts like Rigetti. Meanwhile, Jeff Macke talks about identifying bottoming opportunities in retail stocks like Stitch Fix, emphasizing the shift in post-pandemic market dynamics.

Charlie Peabody rounds out the discussion with an analysis of home sales, auto inventory challenges, and the potential impact of financial regulations under the new administration. Charlie also discusses the bank stocks and how regulatory changes could play a significant role in their future performance.

Tune in to hear their insights and strategies for navigating a possibly tumultuous 2025, as Paul, Jeff, and Charlie navigate the highs and lows of today's market environment. Happy New Year to all our listeners!

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