Episode 1003: Trump 2.0, the Fed, and this Market Selloff – December 20, 2024
David discusses the market's recent volatility, reflecting on 11 consecutive days of market downturns followed by a significant rebound.
David discusses the market's recent volatility, reflecting on 11 consecutive days of market downturns followed by a significant rebound.
Today's Post - https://bahnsen.co/4gLnPpU
End-of-Year Market Insights and Political Implications - Dividend Cafe
In this special episode of Dividend Cafe, recorded on Friday, December 20th, David discusses the market's recent volatility, reflecting on 11 consecutive days of market downturns followed by a significant rebound. The episode highlights the irrationality of market reactions and emphasizes the importance of focusing on long-term investment strategies and the health of underlying businesses rather than short-term market fluctuations. David also addresses the political landscape, particularly the challenges faced by the incoming administration and its potential impact on policy and markets. Listeners are provided with reassurances about portfolio management amidst market noise and given a realistic perspective on political and economic developments.
00:00 Introduction and Year-End Reflections
00:44 Market Recap and Current Trends
01:52 Volatility and Market Sentiment
03:11 Investment Philosophy and Noise
07:14 Federal Reserve and Market Reactions
13:19 Political Landscape and Market Implications
18:32 Final Thoughts and Takeaways
Links mentioned in this episode: DividendCafe.com
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
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