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WSJ What’s News

WSJ’s Take On the Year: Market Trends to Watch in 2025

WSJ What’s News

The Wall Street Journal

Daily News, News

4.14.2K Ratings

🗓️ 5 January 2025

⏱️ 23 minutes

🧾️ Download transcript

Summary

This week, we have a special market trends episode from the recently relaunched WSJ’s Take On the Week podcast.  AI was a big stock market theme in 2024. We’ve talked about it, and heard it many times. But it was far from the only thing that happened in stocks last year. We saw record-breaking growth from power companies like Vistra. Cult stocks like Palantir and MicroStrategy also had a moment. And of course, Nvidia, a company that needs no introduction, had a blockbuster year.  But where there are winners, there are also losers. The announcement of Walgreens’ potential sale highlighted the challenges within the retail pharmacy sector. Shares of biotech company Moderna also slumped, partly due to waning demand for its Covid-19 vaccine and booster. And discount chain Dollar Tree took a hit as its shoppers showed signs of belt-tightening. For our first Sunday episode of 2025, WSJ’s Take On the Week co-hosts Gunjan Banerji and Telis Demos are joined by colleagues from WSJ’s Heard on the Street column to discuss 2024’s stock market winners and losers and what those stock performances and other market trends could mean for investors and the economy in the year ahead.  And if you like what you hear, be sure to check out WSJ’s Take On the Week.  Further Reading: Walgreens Is in Talks to Sell Itself to Private-Equity Firm Sycamore Partners  Tech-Loving Hedge Funds Have a Crush on Utility Stocks  For more coverage of the markets and your investments, head to WSJ.com, WSJ’s Heard On The Street Column, and WSJ’s Live Markets blog.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

This episode is brought to you by Curry's Business.

0:03.0

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0:07.2

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0:11.0

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0:21.6

Visit your local hub or call their UK-based specialist business center.

0:25.6

Curry's Business, powering your business in 2025.

0:29.6

Hey, what's news listeners. It's Sunday, January 5th.

0:32.6

I'm Luke Vargas for the Wall Street Journal.

0:35.6

This week, we have something special for you, an episode from WSJ's Take on the Week podcast.

0:41.8

On Sundays, co-hosts Gungin Banerjee and Tellus Demos bring you conversations with insiders about markets, the economy, and finance.

0:50.0

And in today's episode, Gungin and Tellis are joined by colleagues from WSJ's

0:55.0

heard on the street column to discuss 2024's stock market winners and losers and what those

1:01.5

stock performances and other market trends could mean for investors and the economy in the year

1:06.8

ahead. And if you like what you're here, be sure to check out WSJ's Take On the Week

1:11.5

wherever you get your podcasts. Happy listening.

1:17.7

So tell us, do you have any New Year's resolutions? I do get more sleep.

1:23.2

2025 is the year when I will finally grow up and say, no more of this, one more episode,

1:29.9

or let me just take care of.

1:32.2

It is time for me to go to bed at a good hour and get a full night's sleep every night.

1:37.4

And that will make me a better person, a better podcaster.

...

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