Wall Street Breakfast Podcast: Twelve Headlines. One Year. 2025

Core Insights - The year 2025 was marked by significant market events, including AI advancements, political developments, and economic shifts, which required investors to continuously reassess risks and opportunities [2][3]. Monthly Highlights - January: Introduction of Deepseek, a project funded by a Chinese hedge fund, which explored cost-effective methods for developing Large Language Models [4]. - February: Political news emerged as the Trump administration prepared for potential large-scale layoffs, impacting economic outlook and consumer spending [5]. - March: Quantum computing gained attention, particularly during Nvidia's first-ever quantum day at its GTC conference, legitimizing the sector [6]. - April: The announcement of tariffs by Trump led to market sell-offs, as concerns grew over their impact on consumers and trade demand [7]. - May: The bond market reacted strongly, with rising rates influencing stock performance and prompting discussions around tariff adjustments [8][9]. - June: A public fallout occurred between President Trump and Elon Musk, highlighting tensions over fiscal policies [10]. - July: Regulatory changes favored nuclear power, allowing companies to operate more freely and potentially increase profitability [11]. - August: President Trump's attempt to remove Fed Governor Lisa Cook raised questions about his influence over the Federal Reserve [12]. - September: A legal ruling determined that Google was not obligated to sell Chrome, impacting the tech landscape [12]. - October: The longest government shutdown in U.S. history disrupted economic reporting, leading to a reliance on corporate news for market sentiment [13]. - November: Michael Burry's hedge fund closure signaled shifts in investment strategies [14]. - December: An executive order by President Trump regarding marijuana rescheduling spurred interest in cannabis stocks, leading to a sell-the-news reaction [14].