Positively Sloped

11. Black Friday Records, Fed Rate Cuts & Tech Giants Driving Market Shifts

Kingsview Partners Season 1 Episode 11

In this episode of Positively Sloped, we break down record-setting Black Friday and Cyber Monday sales, the surprising drop in consumer confidence, and what it means for the economy. We dive into the Federal Reserve’s potential rate cuts, explore the rise of “buy now, pay later” spending, and analyze how tech giants like Nvidia, Google, Apple, Amazon, and Broadcom are shaping markets. Plus, we touch on the NFL, holiday shopping trends, and the future of brick-and-mortar retail in an increasingly AI-driven world.

© 2025 Kingsview Wealth Management 

Important Disclosures:

        Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
         All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates.  You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion.  Such opinions are based upon information the Positively Sloped participants deem reliable.
         Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds.  As of the date of this recording, those strategies and funds held positions in Amazon, Microsoft, Target, NVIDIA, and Meta, and did not hold positions in AMD, Broadcom, Alphabet, Apple, Palantir, SoftBank, Berkshire Hathaway, Walmart, Pepsico, Coca-Cola, or Kroger.