Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast — November 14, 2025
Today’s podcast episode was created from the following stories:
Shutdown Over And Markets Breathe Again But Asia’s Relief Rally Still Has One Eye On The Fed
By IBT Newsroom | November 13, 2025
Global markets turned higher after the U.S. ended a record 43-day federal shutdown, removing a major political overhang. Asia’s reaction was mixed—Japan’s Nikkei edged up on a weaker yen, mainland China gained, and Hong Kong slipped on property and tech weakness. With delayed U.S. data set to resume, traders are watching how the numbers shape the Federal Reserve’s next moves.
10 THURSDAY AM READS
By Barry Ritholtz | November 13, 2025
A curated roundup highlights a crypto selloff hitting “crypto-treasury” plays, stalled U.S. mobility, and China’s renewed tech push. It also surfaces debate over an AI bubble, shifting global climate politics amid a flood of Chinese green tech, and evolving housing dynamics. A quick, wide-angle look at the forces shaping markets and sentiment.
Nancy Pelosi Is Retiring up 595%, but She’s Still Holding on to These 3 Stocks
By Omor Ibne Ehsan | November 13, 2025
Disclosure filings show large option positions in Nvidia, Alphabet, and Broadcom—positions that have appreciated sharply since purchase. While trades are attributed to her husband, Paul Pelosi, the reported strategy’s long-term outperformance versus the S&P 500 continues to fuel interest and scrutiny. The holdings underscore how investor conviction in AI leaders remains a dominant theme.
ARK Invest’s Cathie Wood Bumps Stake in Mag 7 Stocks; Adds Pony AI, Alibaba to Portfolio in Q3
By Niloy Chakrabarti | November 13, 2025
Ark Invest increased exposure to key megacap tech names (Alphabet, Tesla, Nvidia, Amazon) and added Chinese AI plays including Pony AI, Alibaba, and Baidu, per its Q3 13F. The moves come despite prominent warnings of an AI-driven bubble, signaling Cathie Wood’s continued conviction in disruptive tech and AI’s long-term upside amid valuation and geopolitical risks.
Tokyo Exchange Operator Mulls Limits on Digital Asset Treasury Firms: Report
By Omkar Godbole, Francisco Rodrigues | November 13, 2025
Japan Exchange Group is weighing steps to curb backdoor listings and scrutinize companies that hoard crypto on balance sheets, aiming to protect investors amid boom-bust volatility. Shares of several Tokyo-listed bitcoin treasury firms fell on the report, highlighting regulatory risk in the space. Metaplanet’s results show how central bitcoin has become to its strategy, including new financing backed by BTC holdings.
