Retail Rallies, Tech Breakouts, and Bold Market Calls for 2025 I Jan 6, 2025

In this episode of Beats Roundtable, Ben Brey is joined by Kevin Baker, Jeff Macke, and Robert Marcin. Jeff dives into Canadian retail, spotlighting Aritzia’s growth potential, while Robert analyzes the semiconductor and telecom sectors, highlighting AIP and Ceragon as promising plays. Kevin explores exciting opportunities in Israeli tech and clean energy ETFs, offering a contrarian take on these markets. The team also discusses macro trends like the U.S. dollar’s potential impact on stocks and the broader market outlook for 2025. 

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