In this podcast episode, the hosts explore how the market responded to the 2024 election results, highlighting how certainty can boost investor confidence. They examine the mixed performance of several companies, including Super Micro Computer, which faced disappointing earnings and an auditor resignation, and Nvidia, which has surged to become the world's largest company. The discussion also touches on the varying success of weight-loss drugs from Eli Lilly and Novo Nordisk. Ultimately, the episode underscores the value of long-term investing in quality businesses, rather than getting caught up in short-term market shifts influenced by political developments.
