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Our 2025 Investment Outlook: Part 1

SteadyTrade

SteadyTrade.com

Business, Education, Investing

4.6589 Ratings

🗓️ 11 December 2024

⏱️ 29 minutes

🧾️ Download transcript

Summary

We only have a few weeks left in 2024. And man, it has been a banner year for the U.S. stock market. The S&P 500 is on track to log one of its best years in the last couple decades. So now the big question is, what’s next? Well, there’s always a bull market out there somewhere. On today’s new SteadyTrade Podcast, we're looking ahead to find that bull market. And we're unveiling our favorite investment themes for 2025. Watch Here Don’t miss part 2 coming next week!

Transcript

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0:00.0

Welcome back to the Stay Trade Podcast, everyone. I am Tim Bowen back with Matt McCall. And listen, we're heading into the end of the year. It always seems kind of a good time. You know, we already did a couple of the reviews. But now I want to look forward. Okay. We're going to actually going to do back-to-back weeks on this because Matt and I kind of bouncing different ideas off each other. And I've got to edit my list down, actually. There's so many things I'm excited about in the coming four years and a lot of you know why. But anyway, I got worked on my list, but we, Matt got his list done.

0:39.5

And there's a lot of overlap, actually, with a lot of the stuff that I'm very bullish about.

0:44.0

So that's the plan for the next couple weeks.

0:46.1

And also, we will be doing a mailbag episode.

0:49.9

I think we're going to do that right before the end of the year.

0:52.6

So just remember that.

0:53.9

If you have any questions that you want us to answer on the podcast, you can drop them in the comments. You can shoot us an email. You can tag us on social media, whatever works for you. But we'd love to have a bunch of questions for that mailbag episode. So that being said, let's kind of get right into it.

1:17.4

Oh, one more point I do want to make. When it comes to these themes, now I know like most of like people that kind of follow me, very day trader centric. But keep in mind, one of the reasons I

1:23.2

always want you guys abreast of these sectors is it's not just the big picture of the big

1:29.3

names we also constantly see for day trades these small caps that follow the hot trends and

1:36.5

you know i don't want to spoiler alert i'm gonna give away one of mats and it's about quantum

1:41.9

computing and for what it's worth we've kind of we today we've

1:46.5

got two small cap quantum computing plays one up 40 percent one up 30 percent we had a massive run a

1:53.1

couple weeks ago and that was all because of that amazon announcement i don't remember the exact

1:59.0

headline but it was a couple weeks ago that they were

2:01.4

getting ready to spin up some quantum computer or something. So keep in mind, even though we're talking

2:06.5

longer term, bigger picture stuff, that still applies to small caps and day trading. So welcome back,

2:12.5

Matt. I'm going to kind of kick it right off. So number one, you mentioned one of your things, one of your themes. Let's do quantum computing, as you mentioned. Let's just run with that because I was going to, you jumped in or you continued. I was going to jump in and say quantum computing up, but I knew you were going with it about the daydreams moving. So that was perfect segue there. So let's just stick with that while we're talking about it because, you know, we're obviously filming this on Monday. It goes out Wednesday. So it's on a lot of them moving on the night. A big reason, a lot of them moved this morning, premarkering, a lot of them sold off a little bit throughout the day. But Google unveiled what it called, this is quote unquote, mind-boggling quantum computing chip. So in Nature magazine, which, you know, I don't have time to read everything, but it's not a bad magazine. There's a lot of good articles in there. Well, it's very well respected. You know, it's not like, it's not like Yahoo Finance or seeking alpha or something. Yeah. Exactly. Exactly. Yeah. I mean, it's, it's, yeah, this stuff is vetted, right?

3:08.7

So they had a article that came out, and Google's new chip is called, called it Willow.

3:14.5

They said it's capable of handling calculations so complex that in a span of five minutes,

3:20.5

it can figure out these complex calculations.

3:23.2

Right now, the world's most

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