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cover of episode Trump's win will benefit these sectors

Trump's win will benefit these sectors

2024/11/6
logo of podcast Wall Street Unplugged - What's Really Moving These Markets

Wall Street Unplugged - What's Really Moving These Markets
AI Deep Dive AI Chapters Transcript
People
D
Daniel Creech
哥伦比亚商学院管理部门的_staff associate_。
F
Frank Curzio
金融分析师和投资专家，Curzio Research 创始人和总编辑。
Topics
Frank Curzio认为特朗普的胜选对股市的影响喜忧参半，某些行业如银行、大宗商品和加密货币将受益，而其他行业如太阳能和房地产可能会受到负面影响。他建议投资者关注个股而非板块，并密切关注政府支出和经济增长。他还强调了关税作为谈判工具的潜在作用，以及对某些公司（如Celanese）盈利预警的担忧。 Daniel Creech同意特朗普的胜利将对市场产生重大影响，并补充说现在特朗普需要开始实施他的政策。他还强调了对加密货币的监管以及对盈利能力的关注。

Deep Dive

Chapters
The podcast discusses the impact of Trump's election win on the markets, focusing on the initial reactions and the broader implications for various sectors.
  • Trump's landslide victory and control of the Senate and House.
  • Markets rallying following the election.
  • Polls being thrown in the garbage as betting sites and markets were more accurate.

Shownotes Transcript

These sectors will surge under Trump… Time to sell solar stocks? … Financial stocks to buy and sell… Buy this crypto stock… Why Europe, China, and gold are selling off… Will oil stocks plummet? … And more interest rate cuts? In this episode: The markets are rallying following the election [0:15] One of the greatest political comebacks in history [8:24] I was disappointed with this move by Harris [12:14] Why small caps are celebrating Trump's win [19:14] Is it time to give up on solar stocks? [21:15] What to buy and sell in the financial sector [25:03] The Bitcoin rally is just getting started [28:12] This crypto stock is a screaming buy after Trump's victory [32:36]  Why Europe, China, and gold are selling off today [36:40] Will oil stocks plummet under Trump? [37:35] Don't fear tariffs [45:26] Will the Fed cut interest rates again tomorrow? [51:48] This stock's selloff should be sounding alarms [1:01:00]  On tomorrow's WSU Premium: Trades for the Trump era [1:04:20] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li