First Fridays 14: December 2024

In the December 2024 Livestream, Jeff and Jason take questions and engage with their audience in real-time. Jason reveals that Jeff's portfolio outperformed his, as per his prediction, with detailed insights into their investment strategies involving cash, bonds, and stocks. The show includes discussions on AI, the resurgence of Bitcoin, and the potential of cryptocurrency. The duo wraps up the episode with a fun holiday-themed segment, debating the best and worst Christmas songs. 

02:23 Introduction and Welcoming Viewers

03:42 Portfolio Contest Update

06:15 Market Reactions Post-Election

10:50 Short Selling and Stock Valuation

16:41 DocuSign and Stock-Based Compensation

22:16 AI Trends and Future Outlook

38:16 Bitcoin Hits $100,000: Discussion and Insights

39:41 Crypto Use Cases and Market Dynamics

49:27 Reckless Predictions for 2025

57:13 Holiday Fun and Christmas Songs

Companies mentioned: AAPL, AMZN, BEP, CRM, DOCU, LMND, MSFT, NVDA, SQ

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*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here: 

https://tinyurl.com/Smatterfolio2023