The Market’s Biggest Risks and Opportunities in 2025 — ft. Tom Lee

Prof G Markets

Vox Media Podcast Network

Entrepreneurship, Investing, Business

4.6 • 722 Ratings

🗓️ 12 December 2024

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Scott and Ed open the show by discussing Omnicom’s acquisition of Interpublic, an update on the TikTok ban, and OpenAI’s new ChatGPT pro subscription. Then Tom Lee, the co-founder, managing partner and head of research at Fundstrat Global Advisors, joins the show to discuss his outlook for 2025, including why the S&P might hit 7,000 next year before retreating in the second half. He explains why he thinks small and mid-cap stocks will be successful, and why he believes the dollar could maintain dominance in a more Bitcoin friendly world. Tom also breaks down the potential downsides of AI, tariffs, and the Department of Government Efficiency. Order "The Algebra of Wealth," out now Subscribe to No Mercy / No Malice Follow the podcast across socials @profgpod: Instagram Threads X Reddit Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Last year, Amazon was the world's largest corporate buyer of renewable energy.
0:07.0	We need more and more of our energy comes from wind farms like this one.
0:14.0	Guys, what happened to recording at the solar farms?
0:18.0	To learn more, visit about amazon.com at UK forward slash sustainability.
0:29.6	The autopilot order.
0:31.6	Now, informal, the strong urge felt at the ordering kiosk or drive-through that takes over the entire body and mind
0:37.8	and results in a person ordering a Big Mac without even having to think. Related phrases,
0:42.6	looks like I've ordered a Big Mac again. The autopilot order at McDonald's.
0:48.1	Serves from 11am, subject to availability.
0:51.6	Race the rudder, raise the sails, raise the sales!
0:55.2	Captain, an unidentified ship approaching, over.
0:57.9	Roger that. Wait, is that an enterprise sales solution?
1:03.4	Reach sales professionals, not professional sailors.
1:07.2	With LinkedIn ads, you can target the right people by industry, job title, and more.
1:11.3	To get 100 pounds off your first campaign, go to LinkedIn.com slash lead to claim your credit.
1:16.9	That's LinkedIn.com slash lead. Terms and conditions apply.
1:20.6	Today's number, $902. That's the record amount the average American consumer is expected to spend this holiday season.
1:28.3	True story, Ed, when I was a little boy.
1:30.6	Santa gave me coal one Christmas, and I thought, that dick, I'm going to get him, and I poisoned his cookies.
1:36.5	That motherfucker found out and killed my father, Ed. Little holiday cheer. Do you get it.
1:55.0	I get it.
1:56.1	Dad, my dad was Santa.
	...

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