Stephanie Link: 2025 Market Outlook & Sectors To Watch

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 14 February 2025

⏱️ 38 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy Adami and Dan Nathan are joined by Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower. They delve into Stephanie's insights on the economy, market outlook, and sector-specific predictions for the coming year. Stephanie also shares her experiences working with Jim Cramer and offers a detailed analysis of the current state of various sectors, including financials, industrials, and technology. They discuss the potential impacts of fiscal policies, deregulation, and interest rates on the market, as well as significant market trends such as cybersecurity and AI. The conversation highlights specific stocks like Boeing, Broadcom, and Amazon, underscoring the importance of market structure and individual stock volatility. The episode provides listeners with a comprehensive understanding of the market's potential movements and where to look for investment opportunities. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.
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0:31.0	IConnections is the world's largest capital introduction platform in the alternative investment industry.
0:36.1	They bring the asset management
0:37.5	community together through a membership platform that lets allocators and managers meet
0:42.0	and connect both physically and virtually. Over 3,000 allocators and 600 managers are part
0:47.5	of the I Connections community overseeing nearly 48 trillion and 16 trillion in assets respectively.
0:53.6	They are also the people behind the alternative investment industry's largest and most exciting in-person events.
0:58.6	To find out more about IConnections events and members-only platform, visit iConnections.io.
1:05.9	Welcome to the Risk Reversal podcast, Guy Adami, always joined by Dan Nathan.
1:11.1	Yes? I've gotten so excited about all the guests we have lined up for this year. to the Risk Reversal podcast, Guy Adami, always joined by Dan Nathan. Yes.
1:15.1	I've gotten so excited about all the guests we have lined up for this year.
1:16.7	And why is that?
1:21.8	Because today's guest is somebody that, again, I have said this before, and I'll say it again.
1:27.9	There's certain people that when you see them on the network, CNBC, you turn the volume up.
1:31.8	Now, I'm doing this because I still get up and turn the volume up on the TV.
1:34.8	Stephanie Link is one of those people.
1:39.4	She's the chief investment strategist and portfolio manager at Hightower.
1:42.2	You can see her on Worldwide Exchange.
1:44.4	You can see her on the squawk box. You can see her on the show, what You can see her on the squawk box.
	...

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