M&A Will Increase Under Trump: AlTi Tiedemann's Curtin

The video discusses the potential impact of the new administration in 2025 on M&A activities, regulatory changes, and the semiconductor industry. It highlights the CHIPS Act's role and its mixed reception, particularly by President-elect Trump. NVIDIA's market position is analyzed, noting its dominance and the emerging competition from companies like Amazon, AMD, and Intel. The discussion also covers the valuation of tech stocks, including Tesla, and the importance of diversifying investments beyond the leading tech companies. The video concludes with a positive outlook for midcap stocks and the broader market.

What factors contribute to the high valuation of Tesla and its relationship with the current political climate?

How might corporate tax rate cuts and a manufacturing renaissance impact mid-cap companies?

What strategies can investors consider to diversify their portfolios beyond the so-called Magnificent 7 technology shares?