Market Recap: Bitcoin to $250k | Trump 2.0 | S&P to 15k | U.S. Economy | Risk Management
– Tom Lee shares his bold prediction of Bitcoin reaching $250k next year and explores the broader crypto market’s evolution, including the impact of Gen Z and AI on the S&P’s long-term growth, which he projects will reach 15,000 by 2030. – Jason Trennert offers a measured outlook on earnings, capital expenditures, and housing affordability while analyzing the potential implications of new Treasury leadership. – Ron William discusses post-election market euphoria, potential corrections, and Bitcoin’s meteoric rise alongside the importance of risk management. – Ram Ahluwalia delves into value vs. growth stocks, investment opportunities in agency mortgage bonds and private credit, and the challenges of investing in nuclear energy.