Mike Wilson on Markets, Fed, Election, Growth in 2025

The transcript discusses the expected EPS growth for the S&P 500 in 2025, the impact of the recent election, and the broadening of the market. It highlights the role of the Fed and interest rates, the dynamics of the late cycle, and the focus on the US market. The discussion includes sector analysis, potential future investment themes, and the impact of inflation on stocks. It also covers potential growth catalysts, productivity challenges, and trends in stock performance, with a focus on market corrections and specific stocks like NVIDIA.

What does the speaker suggest about the current state of semiconductors in the market?

What are the implications of U.S. tax cuts as discussed in the conversation?

What potential risks to equities are mentioned if disinflation occurs?