Markets Love Certainty

Markets Love Certainty

Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week. (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies. - Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange. - Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon. - Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound. Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO Host: Dylan Lewis Guests: Asit Sharma Producer: Mary Long Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2296)

In Retirement, More Spending Leads to Higher Taxes

In Retirement, More Spending Leads to Higher Taxes

That vacation, RV, or home renovation you're planning in retirement might cost a lot more than the price tag suggests. One extra withdrawal from your IRA can set off a chain reaction of higher taxes a...

8 Aug 12min

The Trade Desk’s Woes & A New AI Donut?

The Trade Desk’s Woes & A New AI Donut?

As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s...

7 Aug 40min

The Wild Swings of Earnings Season Continue

The Wild Swings of Earnings Season Continue

The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits...

6 Aug 21min

Shopify Shines and Uber Declines

Shopify Shines and Uber Declines

Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Uber fall after earnings that both showed strong adoption for t...

5 Aug 19min

Palantir Makes its Case Against Frontier AI

Palantir Makes its Case Against Frontier AI

Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and ...

4 Aug 22min

Are Mega-Mergers Back?

Are Mega-Mergers Back?

Mergers could be back in 2026 as companies try to get deals done while regulators allow them. But are buyouts always a good idea? We discuss a potential deal in pharma today, plus we go over the lates...

3 Aug 18min

Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the mar...

2 Aug 25min

Insurance-palooza! All You Need to Know to Protect Your Income and Wealth

Insurance-palooza! All You Need to Know to Protect Your Income and Wealth

It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wea...

1 Aug 27min

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