MM 227: 3 Stock Investing Keys, Real Estate Investing with IRAs, Microsoft's AI Move, & Time to Short Apple?

Join us for another insightful clip of Market Mondays! This week, our host Ian Dunlap engages in a compelling conversation with renowned investor Mike Novogratz. They delve deep into the crucial topic of long-term holding, particularly in the volatile world of crypto investments. If you've been contemplating whether to trade frequently or hold your investments for years, this episode is a must-watch.*Key Discussion Points:**The Complexity of Market Timing:* Mike Novogratz emphasizes the challenges of being a successful market timer and why some investments are better held over long periods. Using a practical example with Bitcoin, he explains the tax implications of short-term trading and how they can significantly erode profits. *Core Crypto Assets to Hold:* While noting that many meme and lesser-known coins are often volatile and unsustainable, Mike highlights Bitcoin, Ethereum, and Solana as core assets worth holding. He predicts that these assets have long-term growth potential and should remain part of a strategic portfolio.*Trading vs. Investing:* The discussion underscores the difference between making quick profits from trading emerging coins and the more stable, strategic approach of investing in core assets. Mike advises against falling for the hype around new "hot" coins and stresses the importance of understanding the sustainability of the coin’s ecosystem and its community.*The Role of Global Politics in Crypto Prices:* Looking ahead, Mike discusses how political actions, especially in the U.S., could influence Bitcoin prices. He explores different scenarios, such as increased government spending under various administrations, and their potential impact on the crypto market.*Home Base Strategy:* According to Mike, Bitcoin should be treated as a 'home base' in the crypto world. While it’s fine to explore other assets, gains from these should ultimately be converted back into Bitcoin to maximize long-term wealth.*Highlights from the Episode:*Real-world examples illustrating the pitfalls of frequent trading.Insights into why Bitcoin, Ethereum, and Solana are positioned for long-term success.Analysis of how political trends can shape the future of cryptocurrency.Whether you are an experienced investor or just starting in the crypto space, this episode is packed with valuable advice that can help inform your investment strategy. Don’t miss out—hit that play button now and gain new perspectives on how to navigate the tumultuous but rewarding world of crypto investments!---*Hashtags:*#MarketMondays #CryptoInvesting #LongTermHolding #Bitcoin #Ethereum #Solana #FinancialEducation #InvestmentStrategy #CryptoTrading #MikeNovogratz #IanDunlap #Cryptocurrency #InvestSmart #MarketAnalysis---Make sure to like, comment, and subscribe to our channel for more expert insights and financial wisdom. Turn on the notification bell so you never miss an update from Market Mondays!Support this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this Market Mondays clip, Rashad Bilal, Troy Millings, and Ian Dunlap dive deep into the latest buzz around Tesla and its extraordinary performance. Since the recent election, Tesla’s stock has surged by a remarkable 30%, an unprecedented growth that can largely be attributed to the influence of its charismatic CEO, Elon Musk. Elon Musk’s Unmatched Influence Rashad kicks off the discussion by highlighting Elon Musk’s unprecedented involvement with political figures, notably former President Trump. From playing golf to strategizing Cabinet positions at Mar-a-Lago, Musk isn’t just a business magnate—he’s also a significant political influencer. Troy notes how Musk's closeness to the Trump administration could lead to beneficial government contracts for Tesla, likening Musk’s role to the most powerful advisors in Game of Thrones.The Future of Tesla Stock: Predictions and Strategies Ian Dunlap weighs in on the future trajectory of Tesla’s stock, predicting it could soar to $520 within the next 16 months, despite potential pullbacks. He advises short sellers to avoid shorting Tesla stock, given the associated high risks and limited upside. As Musk aligns more closely with political figures, particularly through defense initiatives like Starlink, Tesla and his other ventures are poised for substantial growth.Defense AI and Government Contracts Troy shines a spotlight on new trends like "Defense AI," where companies like SpaceX and Palantir lead the charge. This sector's ascension emphasizes the broader scope of Musk's influence, beyond just electric cars. Rashad elaborates on Musk’s government contracts, citing that SpaceX and Tesla were awarded 300 contracts last year alone. As Musk’s relationships within the government strengthen, so does his leverage, making his companies prime beneficiaries of government spending.Political Influence and Economic Policy The hosts stress the intricate link between politics and stock market performance. Ian states that policies directly impact which sectors thrive, pointing out that deregulation would immensely benefit large companies like Tesla. This leads to more mergers and acquisitions, improved IPO activity in 2025, and overall growth in sectors where Musk has vested interests.Challenges and Opportunities for Investors Rashad, Troy, and Ian collectively emphasize the unparalleled opportunities for investors who understand the political landscape. By staying close to powerful political figures and navigating governmental regulations, Musk ensures Tesla remains at the cutting edge. The conversation closes with Ian highlighting the superior quality of Musk’s products like Starlink and SpaceX, setting them apart from competitors such as Comcast and Boeing.Stay Informed with Market Mondays Understanding the stock market requires more than just knowing which stocks are performing well. It’s about comprehending how politics, business strategies, and global trends intersect to create opportunities for growth. Stay tuned to Market Mondays for in-depth analyses and insider insights that keep you ahead of the curve.Don’t forget to like, comment, and subscribe for more updates on the stock market and insightful discussions. Hit the bell icon to stay notified about our latest videos!*Hashtags:* #MarketMondays #Tesla #ElonMusk #StockMarket #Investing #Finance #GovernmentContracts #DefenseAI #PoliticalInfluence #Starlink #SpaceX #TechStocks #InvestmentStrategy---Get ready to understand the dynamics influencing Tesla’s skyrocketing stock and Elon Musk's strategic moves in the market! Watch now!Support this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Today on Market Mondays, we dive into some big market moves and trends! We discuss Tesla’s recent stock rise and Elon Musk’s potential influence in the upcoming Trump administration. With his leadership and public persona, Musk’s potential political influence could shape the market landscape in unexpected ways. We unpack how these dynamics might impact Tesla and the broader economy.We also cover TSM’s challenges with restrictions in China. As one of the world’s leading semiconductor companies, TSM’s struggles with access in China bring up important questions for the tech and semiconductor industries. We explore what these restrictions mean for global tech supply chains and investors alike.In addition, we analyze stocks that may struggle under the Trump administration, potential impacts on the general market, and the future outlook for the S&P 500. For new investors, we also share some practical steps to get started in the market, with tips on how to navigate and build a strong foundation.Plus, we had a special interview with Mike Novogratz, where he shares insights on Bitcoin’s record high and the latest developments in crypto. Novogratz breaks down what’s driving Bitcoin’s recent surge, where he sees the crypto market heading, and how investors can prepare for this evolving landscape.Don’t miss this packed episode!#MarketMondays #TeslaStock #ElonMusk #TrumpAdministration #TSM #ChinaRestrictions #Bitcoin #Crypto #MikeNovogratz #Investing #FinancialNews #StockMarket #SP500 #NewInvestorsSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this insightful clip of Market Mondays, hosts Troy Millings, Ian Dunlap, and Rashad Bilal delve into the fascinating case of Novo Nordisk, the Danish pharmaceutical giant behind the revolutionary drug Ozempic. If you missed the 60 Minutes segment on Novo Nordisk, don't worry; we've got you covered with an in-depth analysis and discussion that explores the far-reaching implications of this game-changing drug.📈 The Rise of OzempicNovo Nordisk, known globally for its diabetes care products, hit a goldmine with Ozempic, a drug initially designed for diabetes treatment but later found to be an effective weight-loss solution. This dual utility has resulted in an astonishing stock surge, rocketing from $20 to $110 within a decade. The hosts reveal that it's not just a financial boon for the company but also a surprising savior for Denmark's economy. Novo Nordisk's market cap has now surpassed Denmark's GDP, making it a cornerstone of the small nation's financial stability.🤔 What's Next for Novo Nordisk?However, can Novo Nordisk maintain its dominance? The hosts discuss parallels with Nokia's past—a Finnish giant that once controlled the mobile phone industry before being dethroned by Apple's iPhone. While Ian Dunlap points out that the healthcare industry doesn't move as quickly as tech, the threat of competition is real. The episode looks into potential rivals such as Eli Lilly and Pfizer and discusses Novo Nordisk’s need for continuous innovation to stay relevant.🕵️‍♂️ Strategic InsightsIan Dunlap shares his investment insights, stressing the importance of investing in companies that move a country's GDP. He believes Novo Nordisk is in a strong position for the next two to three years but cautions that the landscape could change. Rashad Bilal adds that the company's innovative dual-utility of Ozempic provides a cushion against immediate threats but acknowledges the need for ongoing advancements to stay ahead.🌐 Implications Beyond DenmarkThe show also considers broader economic implications, especially in the American context. With America's obesity problem fueling Ozempic's success, Rashad Bilal notes that changes in consumer behavior due to appetite-suppressing drugs could disrupt the fast food and related industries. If people begin to eat less and make healthier choices, companies like McDonald's, Dunkin' Donuts, and Starbucks could see a decline in profits.⚠️ The Final WordThe hosts agree that while Novo Nordisk’s current trajectory looks promising, investors should remain cautious. Troy Millings reminds everyone that being first doesn’t always mean lasting success, highlighting the importance of resources and innovation in maintaining market dominance. As Rashad Bilal notes, significant advancements like those from Neuralink could potentially change the consumer landscape in unexpected ways.Don’t miss this thought-provoking episode packed with insights, detailed analysis, and strategic investment advice! Like, comment, and subscribe for more in-depth discussions on the latest market trends and financial news. 📌 *Timestamps:*00:00 - Introduction00:16 - Overview of Novo Nordisk 01:51 - Comparison with Nokia03:07 - Investment Insights04:01 - Broader Implications05:25 - Future Innovations06:55 - Final Thoughts---*Hashtags:*#MarketMondays #NovoNordisk #Ozempic #Investing #StockMarket #FinancialNews #DiabetesTreatment #WeightLoss #Innovation #EconomicImpact #Healthcare #DenmarkEconomy #TechVsPharma #InvestmentStrategies #FutureOfMedicineSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Welcome to Market Mondays! 🌟 In this clip, we're laying down the foundations of investing with the 10 Commandments of Investing. Whether you're a novice just getting started or someone still trying to navigate the investing landscape, these commandments serve as essential guidelines to keep you on track. 🏦Join hosts Ian Dunlap and Troy Millings as they break down each commandment, offering valuable insights and tips to help you make informed investment decisions. From the importance of buying low and selling high to the necessity of diversification and understanding your investments, this episode is a treasure trove of wisdom for any investor. 📈The 10 Commandments of Investing:1. *Buy Low, Sell High:* Discover why patience is key and the dangers of buying at market highs. 📉2. *Buy and Hold:* Learn why holding good assets over long periods can lead to significant wealth accumulation. 💼3. *Thou Shalt Diversify:* Explore the importance of spreading your investments across various assets such as real estate, crypto, and stocks. 🏠4. *Invest with Patience:* Understand how patience can save you from market volatility, especially in crypto. ⏳5. *Understand Your Investments:* The necessity of knowing what you're getting into—never invest blindly. 👀6. *Never Invest at the Top:* Learn to wait for pullbacks and avoid buying at market peaks. 📉7. *Reinvest Profits:* Discover the magic of compound interest and why reinvesting your profits is vital for wealth growth. 🌱8. *Stay Informed:* Stay ahead by continuously educating yourself and staying updated with market trends. 📚9. *Keep Emotions in Check:* The importance of maintaining a level head and precision in your investment decisions. 🧠10. *Long-Term Holding:* Why long-term partnerships and investments often yield the best results. 🔒Throughout the episode, Ian and Troy share real-world examples, personal experiences, and actionable strategies to help you take your investing game to the next level. 💡Market Mondays isn't just about market analysis; it's about empowering you with the knowledge you need to make smart financial choices. Tune in every week for more insights, tips, and industry updates.🎥 *Watch the full video to dive deep into each commandment and elevate your investing approach!**🔥 Don't forget to hit the subscribe button and ring the notification bell so you never miss an episode!*Let us know in the comments which commandment you found most insightful and how you plan to implement it in your investment strategy! We love hearing from our community. 👇*Hashtags:*#MarketMondays #Investing101 #FinancialFreedom #StockMarket #Crypto #InvestingTips #WealthBuilding #BuyAndHold #Diversification #MarketAnalysis #InvestmentStrategy #IanDunlap #TroyMillingsSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this episode of Market Mondays, we dive into some of the hottest topics in investing and market strategy. We start by discussing Novo Nordisk stock, examining recent developments and what they might mean for future growth. Next, we explore the SMCI debacle and its impact on the semiconductor sector. How should investors evaluate the long-term viability of this sector following SMCI's turmoil? We outline strategies to mitigate sector-specific risks and look at opportunities to capitalize on potential rebounds over the next 24 months. We also assess SMCI’s investment potential—whether it holds promise as a long-term investment or remains better suited for short-term swing trades, as well as key indicators to watch in the coming months.Our conversation also touches on Warren Buffett’s recent sale of Apple shares and his sizable cash reserves. With concerns about a market downturn, is it wise to consider divesting AAPL? We unpack Buffett’s strategy, how it aligns with a long-term outlook, and the significance of holding cash in uncertain times. Additionally, we break down our “10 Investing Commandments,” sharing essential principles that can guide investors toward smarter decisions.We had a special election-focused segment with guests Jemele Hill and Tim Scott, where we discussed Democratic and Republican perspectives, core talking points, and the importance of voting in this election. Lastly, we tackle the impact of rising debt levels and a weakening USD on global markets, providing insights on how investors might adjust their portfolios to hedge against these macroeconomic challenges. With discussions on the rise of gold and Bitcoin as well as the potential for a bear market, this episode is packed with insights to help you stay informed and prepared for the future.Link to You Deserve To Be Rich (48 hour offer, free stock option boot camp) https://sites.prh.com/you-deserve-to-be-rich (https://sites.prh.com/you-deserve-to-be-rich)#MarketMondays #InvestingTips #StockMarket #Election2024 #WarrenBuffett #SMCI #Semiconductor #AppleStock #Gold #Bitcoin #BearMarket #FinanceTips #InvestSmartSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Welcome to another clip of Market Mondays, where our hosts Ian Dunlap and Rashad Bilal dive deep into the world of financial markets, investment strategies, and the latest industry innovations. In this clip, we are joined by Vlad Tenev, the visionary co-founder and CEO of Robinhood. Vlad provides an exclusive look into how Robinhood continues to stay innovative in an industry that traditionally resists rapid change.In this clip, Vlad Tenev discusses:Robinhood's unwavering commitment to innovation and speedThe unique approach of hiring top Silicon Valley engineers instead of offshoring development workAn introduction to "Robinhood Legend," their powerful web platform designed specifically for tradersRobinhood's remarkable achievements in 2024, including a 114% stock increase year-to-date and the anticipated launch of new products such as futures and index optionsThe future integration of AI technologies and their potential application in financial advisory servicesVlad explains how Robinhood has maintained its edge by focusing on building a reliable and safe technological foundation, enabling rapid innovation without compromising customer safety. He also sheds light on their strategic choice to employ a smaller number of highly talented engineers rather than larger teams of offshore engineers, ensuring quality over quantity.Robinhood Legend marks a significant step in this journey. Initially launched in 2018 as a web product addition to their mobile-first approach, Robinhood Legend is designed with the active trader in mind. It leverages the extra screen real estate offered by desktops to provide powerful tools and data, enhancing trading efficiency. The response to Robinhood Legend has been overwhelmingly positive, with initial invites being snapped up within 40 seconds.Reflecting on 2024, Vlad acknowledges the successes achieved by the Robinhood team, emphasizing the roll-out of futures and index options as a response to the needs of active traders. He is optimistic about the impact of these products and eagerly anticipates user feedback to further refine their offerings.Looking ahead to 2025, the conversation turns to the integration of AI within Robinhood's platform. Although traders enjoy the hands-on experience of trading, Vlad sees immense potential in using AI for advisory roles. AI could either assist human advisors or provide low-cost financial advice to those who can’t afford traditional advisory services.Get ready to gain a deeper insight into Robinhood’s strategic direction and innovations from one of the brightest minds in the industry. Whether you’re an investor, trader, or just curious about the evolution of fintech, this episode is packed with valuable information and forward-thinking perspectives.Make sure to like, comment, and subscribe for more episodes of Market Mondays, where we bring you the latest updates and expert discussions in the world of finance.*Hashtags:*#MarketMondays #Robinhood #VladTenev #Finance #Investment #StockMarket #Innovation #Fintech #Trading #AI #Futures #IndexOptions #SiliconValley #FinancialAdvisory #2024Forecast #MarketInsightsDon't miss out on our weekly content that breaks down the financial world for you. Stay informed, stay ahead!---Watch the full episode and join the discussion as we explore the forces shaping the future of trading and investment. See you in the comments!Support this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Welcome back to another insightful clip of Market Mondays! In this clip, our hosts Rashad Bilal and Ian Dunlap dive deep into the fascinating world of semiconductor technology and its critical importance in the AI industry. We kick things off with a thorough discussion about Nvidia, one of the most innovative and high-performing companies in the tech world. Over recent years, Nvidia has made significant strides in the development of GPUs (Graphics Processing Units) and AI technologies. With their groundbreaking advancements, they have established themselves as one of the leading companies shaping the future of technology.Rashad provides a comprehensive explanation of the intricate relationship between Nvidia, TSM (Taiwan Semiconductor Manufacturing Company), and ASML. TSM is the manufacturer behind Nvidia's cutting-edge chips, but they rely on ASML for the production of crucial lithography machines — specifically the EUV (Extreme Ultraviolet Lithography) machines. These machines are essential for creating wafers with 3 and 5 nanometer counts, which are vital for the efficiency and speed of GPUs.Ian further elaborates on the technical intricacies, highlighting the importance of these nanometer measurements and why companies like Nvidia opt for them to ensure superior performance. Together, Rashad and Ian explain how this tight-knit supply chain functions, emphasizing the necessity for all parties involved to be operating smoothly for the continued success of tech giants like Nvidia and AMD.Rashad also raises a critical point about the geopolitical aspects of semiconductor manufacturing. He highlights that while TSM has a significant presence in Taiwan, the establishment of a new foundry in Arizona, USA, is an encouraging step towards reducing dependency on imports. This development, tied to the larger CHIP Act, shows how political actions are directly influencing the tech landscape.Towards the latter part of the discussion, Ian shares some investment tips. He advises viewers to set entry points for high growth tech stocks at 25% from the top, as well as the importance of patience in the investment process. Rashad concurs, offering a slightly different metric range of 15-20% and pointing out the potential mistakes new investors might need to avoid, particularly chasing stocks that have already peaked.In an exciting twist, Ian demonstrates the utility of using AI tools like ChatGPT for investment research. By querying ChatGPT about ASML's monopoly on EUV machines, viewers can clearly see the critical role ASML plays in the semiconductor industry and why it's a dominant force that’s hard to compete with.If you're an investor, tech enthusiast, or someone interested in the future of AI and semiconductor technologies, this episode is packed with invaluable insights and practical tips. Don't miss out on understanding the nuances of the tech supply chain, the impact of geopolitical developments, and strategic investment advice!Be sure to LIKE, COMMENT, and SUBSCRIBE for more industry-shaping discussions every week. Share your thoughts with us in the comments below – what are your predictions for the future of semiconductors and AI? *Hashtags:*#MarketMondays #Nvidia #TSM #ASML #Semiconductors #AI #Technology #InvestmentTips #GPUs #EUV #TechIndustry #Investing #StockMarket #ChipsAct #TechTalk #QuantumComputingTune in to stay ahead of the curve with Market Mondays!Support this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this clipof Market Mondays, our hosts Ian Dunlap, Rashad Bilal, and Troy Millings dive deep into the latest buzz around Apple's newest venture — Apple Intelligence. With Apple’s Vision Pro not hitting the mark and iPhone sales in a lull, all eyes are on Apple Intelligence to see if it can turn the tide for the tech giant. Ian opens the discussion by expressing cautious optimism about Apple Intelligence, highlighting the need for a big technological win for Apple. He notes, however, that this new feature might not move the needle on Apple's stock in the short term. Troy Millings adds to the conversation by bringing in insights from Apple analyst Dan Ives, emphasizing the critical nature of iPhone upgrade cycles and the potential impact of service-driven revenue streams from new Apple Intelligence-powered apps.The conversation takes an interesting turn when Ian Dunlap voices his concern over Apple's current state, comparing it unfavorably to its halcyon days under Steve Jobs. He criticizes the company for focusing on production numbers and upgrade cycles rather than genuine product innovation, suggesting that Apple may need to return to its roots to maintain its dominance.Troy provides a counterpoint, discussing the importance of Apple's services sector and how new revenue pockets could emerge from the widespread adoption of Apple Intelligence in app development. Yet, Ian remains skeptical, pointing out Apple's recent missteps and the competitive pressures from industry giants like Meta.The trio also touch on broader market implications, noting an important earnings week for several tech behemoths including Microsoft, Amazon, Google, and AMD. The upcoming reports could provide critical insights into the health of the tech sector and the broader market.Join us for this insightful discussion as we break down:The potential impact of Apple Intelligence on Apple's stock.The significance of iPhone upgrade cycles and service revenue.A balanced look at Apple's current strategy and future prospects.Broader market trends and the importance of earnings reports from other tech giants.Whether you're an Apple enthusiast, a stock market investor, or just curious about the latest in tech innovations, this episode provides a comprehensive look at what's next for Apple and the tech industry at large. Tune in to get the latest insights and make sure to subscribe for more market updates and in-depth analyses.*Timestamps:*0:00 - Introduction0:45 - Apple's Need for a Technological Win1:40 - Importance of iPhone Sales and Service Revenue3:00 - Critique of Apple's Current Strategy6:00 - Broader Market Implications8:25 - Closing Thoughts and Future Prospects*Don't forget to like, comment, and subscribe for more updates and insights!**Hashtags:*#Apple #AppleIntelligence #iPhone #TechNews #StockMarket #MarketMondays #Investing #EarningsReports #AppleStock #TechInnovation #FinancialNewsSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this week's Market Mondays, we explore some of the hottest financial topics and stock predictions. We kick things off with Apple's latest announcement of "Apple Intelligence." Could this new development impact the stock, and how should investors prepare?Next, we dive into Tesla’s long-term prospects—do we still see $TSLA hitting $300 a share by 2027? We also cover SPLG and whether it's a solid investment, as well as Ethereum’s current status and what's holding it back.For those watching high-growth stocks, we discuss how high MicroStrategy (MSTR) could go and evaluate whether Regeneron is a buy at $933. Plus, we analyze ASML's unique position in the market.In addition, Rashad addresses some recent criticisms and shares exciting news about EYL’s housing development project in Ghana and what this means for the future.To top it off, we talk to Robinhood’s Vlad Tenev about the future of the platform, new trading features, and the debut of trading contracts on the presidential election.#MarketMondays #AppleIntelligence #Tesla #SPLG #Ethereum #MSTR #Regeneron #ASML #Robinhood #Investing #EYLSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy