MM #274: Stocks That Benefit From Trump, Nvidia’s Top Risk, Ozempic $2B Lawsuits, & September Market Strategy
Market Mondays
EYL Network
5 • 4K Ratings
🗓️ 2 September 2025
⏱️ 128 minutes
🧾️ Download transcript
Summary
This week’s Market Mondays is packed with high-level investing questions and timely market insights. We break down which five companies could thrive under a Trump administration, discuss whether Nvidia has a revenue concentration problem, and share advice for investors earning $50K–$100K per year on how to balance stocks, bonds, and real estate. We also dive into how to calculate intrinsic value—Ben Graham style, Warren Buffett style, or your own strategy—and what to actually do when your 5–10 year holding period is up.
We also explore September 2025 market outlooks, Morgan Stanley’s latest stock picks, and Alibaba’s surprising surge after reports it may challenge Nvidia in the AI chip space. From fixed income products like MSTY and NVDY to the crypto markets hovering at key Fibonacci levels, we break down what’s holding Bitcoin and ETH back, and how investors should be positioning in a historically tricky month. Plus, we play a round of “Don’t Love, Marry, Kill” with Charter Communications, Hormel Foods, and Keurig Dr Pepper.
Finally, we dig into the brewing legal storm around Novo Nordisk and Eli Lilly, facing over 2,000 lawsuits tied to Ozempic and similar drugs, with potential liability estimated in the billions. Is this the “death of Novo Nordisk,” or just another chapter in the evolving GLP-1 drug story? Tune in for sharp analysis, real strategies, and answers to the questions you’ve been asking all week.
#MarketMondays #Investing #Stocks #Crypto #AI #Trump #Nvidia #Ozempic #WealthBuilding #FinancialLiteracy
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Transcript
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| 0:00.0 | Earners, what's up? |
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| 0:33.1 | If you're a business owner or even just thinking about launching something soon, Square is |
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| 1:04.0 | so you can keep pushing your vision forward. This episode is brought to you by PNC Bank. |
| 1:12.3 | A lot of people think podcasts about work are boring. |
| 1:15.3 | And sure, they definitely can be. |
| 1:17.7 | But understanding a professional's routine shows us how they achieve their success |
| 1:21.5 | little by little day after day. |
| 1:24.5 | It's like banking with PNC Bank. |
| 1:26.9 | It might seem boring to save plan and make calculated |
| 1:29.7 | decisions with your bank, but keeping your money boring is what helps you live on more |
... |
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