paul, set to take place but next friday the legendary fighter will face off against the social media star and netflix first combat event, netflix stock is up 63% this year ever core isi in expanding into life sports will likely broaden its subscriber base, both in the u.s. and internationally it may lead to a sports premium tier in the future. will be following this with "mornings with maria" weeks day 6 - 90 of eastern on here on fox business, join us every morning. i'll see you on sunday on the fox news channel 10:00 a.m. eastern life for "sunday morning futures" i have exclusive interviews with fortis editor rick scott, acting ice director tom homan and trump 20204 national press secretary caroline levin, i will see you there live on fox news. that will doing here on fox business, thank you for joining weekend. i will see you again next time.

>> welcome to "barron's roundtable" where we get behind the headlines and prepare you for the week ahead. i am jack otter, donald trump soon to be back in the oval office, ian bremmer on what the victory means for the u.s. foreign policy in the ongoing wars in israel and ukraine. big movements in key sectors after the election should you chase the winners of a beaten-down bargain, we will break it down. we begin with the expert panel and three things investors to be thinking about right now. on the "barron's roundtable" my colleagues ben levisohn, elizabeth o'brien and andrew bary, the biggest postelection rally since 1896, the mckinley valley, do you remember do they call it the mckinley valley. >> it was an amazing rally we saw the dow and the nasdaq were

the dow and s&p having the best we can then ask under nasdaq sent september it was the response to the election in trump's when you saw financial sewer and industrial stored in small caps to great there was also a relief rally and people were worried about not be the result on wednesday morning and we got a result, you saw this with the vix had spiked heading into the election and something called of all crash which he got smashed down the market fear index and had the biggest drop of the year end that says a lot people got afraid of the results they went in about of the market. >> i think it was all about trump the republican sweep and what wall street things will be investor friendly policies over the next four years, bill ackman tweeted that america may be the best place to do business over the next four years with trump and people voted with their feet the u.s. was a 5% overseas markets plan. >> is been the best place to do business for a long time which

i'm glad he finally recognized it. one interesting dynamic small caps are rallying they did so in 2016 with trump won and they did so invited one in interest rates are going up. i think of that as a danger zone for small-cap they don't have as many financing. >> it depends on why rates are going up the ten year yield has been going up and people been talking about it as a response to deficit but i think it's all about growth and if it's going to because growth is going to be strong then that's great for small caps. >> speaking of interest rates the fed for quarter-point, nobody talked about it it's a trump area, the big question if donald trump fires you mr. powell will you stick around it he said i will. >> he had one word answer he stepped down and he said no i think that's good for the market we sell the yield pullback after the spike in the election i think it's in part because they will have fed independent for the first part of trump's term. at some point you'll get a new fed chair, powell's term ends

but for now that is probably a good thing, powell is staying the course, it's not would you change things because trump was elected. they cut rates the probably going to cut rates in december and there's a two thirds chance and then he will be dated appended to see what happens. >> not everybody's crazy about the fed but everybody likes politicians less independence is a good thing. speaking of interest rates in the fed of the policy and what the markets are doing there is one group that really had no questions here the prediction market said trump was going to win and it turned out that way. >> score one for the betting market they called the presidential race far better than they opposed it, that is likely to change the way people handicap election in the future. in the weeks before the race the betting market is consistently showing that trump would be a likely winner in the polls showed to be a tossup i think in the future people are going to look to what they think is smart money in real money behind the betting sites. >> what are the issues with the betting sites there is a

liquidity problem we don't have a ton of money going to them and a lot of the sites with the money spread around and it's hard to know if it's a smart money for the first time we've had the betting markets for the election whether it got lucky this time. >> when people have real money on the line i think they do their homework like the biggest better for trump on one of the sites commission to zone polls to see who was going to be the winner in the way he did the polls and then be more accurate in the way the posters did. >> that was fascinating let's step away for just a moment tell us about retailers a few of them reported very good earnings this past week for victory retailers had pretty good pops up to a 52 week high, under armour and haynes are turnarounds ralph lauren was up about 7% after sales growth in north america turn positive. we have more retailers reported in the coming weeks we have walmart coming up, target and on november 27, gap is going to be something to watch they hired earlier this year the high fashion designer at their creative director.

>> one quick political question with the tariffs on the horizon we did see different companies moving differently as a result of that. >> it seems like they will be winners and losers on a case-by-case basis and retailers like walmart that are big in scale and flexibility in smaller companies in china can't pass along their cost as well. >> nike took a hit on the fears. thank you. up next what a trump administration means for the u.s. on the world stage president ian bremmer weighs in nexium 24hr prevents heartburn acid before it begins. get all-day and all-night heartburn acid prevention with just one pill a day. choose acid prevention. choose nexium. ♪

jack: trump making a big return a lot changing since he was in office can you protect american

interests in the compex environment here to weigh in the range a president and bremmer. >> to u.s. approach to foreign policy is going to change pretty dramatically on january 20. how do you see trump's election changing things. >> the first trip that trump made as president back in 2017 outside of the u.s. was in saudi arabia and then to israel. in the aftermath of his presidency those leaders and governments have continued to engage and treat him and his family very well those are very strong relations those are countries that are happy with the trump when and it would not surprise me if he makes the trip again and if not first very early in his presidency.

he is very interested in extending the success of the abraham according which arguably the most important policy that he had in his first term he would like to see the saudi's normalize relations and in the united states and the big question what happened with israel in the work at the time of abraham acquired the two state solution he now says he no longer does and also there's active fighting happening between israel and iran, jared kushner recently circulated a piece that said this was the time for the israelis to deal with the iranian nuclear threat. is it possible that israelis will be emboldened and decide to make the strikes against iran and what might that mean for energy transit in the region for

example what the americans under trump participate directly in such a war those are the biggest open questions about the trump administration coming in. >> i would love to have you answer those but let's move around the world to ukraine trump, jd vance and many allies are skeptical of the u.s. support of ukraine what do you think happens does russia get to keep the territory, how does this play out? >> i don't think they will give it up voluntarily unite all see how the ukrainians are going to militarily retake it there is a lot of pressure from the ukrainians to end the war and trump will add to the pressure significantly. it's a big opportunity for putin who sees himself talking to trump directly and biden would not engage at all one-on-one since the war started in the european see it as a big threat because they don't expect that trump is going to court neither russia policy with his nato allies and if that is true the

big question there is no answer yet will the europeans altogether or will some of them like victor or bob you made his pilgrimage to mar-a-lago and other european leaders decide they want to work more closely to trump and they don't care about a common eu and the europeans are most concerned about what this means going forward all the american allies. >> that's a really interesting dynamic, there is another player who may be the most powerful supporter of donald trump ms elon musk. you can tell me but i don't think there's ever been anyone in history who controlled a crucial battlefield tool star link as a civilian what you see the elon musk and trump foreign policy being. >> first of all if elon musk has any interest in influencing trump from a business perspective it will be to try to

ensure that he can capture the regulatory process stops today's in stimulus that are favorable for the technology interest in the united states and around the world. he's in a position to affect that because he's working against a blank slate that means elon musk with vet and have a hand appointing through the relevant technology policy leaders will be in a trump administration that 75 million-dollar bet is probably the best bet that i have seen politically in the united states in decades but there is another point elon musk has a very significant economic stake in china and trump as you know in advance and others are pretty hawkish on china as are republicans in congress elon musk made several trips to china in the last trip to china he told the chinese leaders if trump wins i'll be the guy that

can work with you in a trump administration. i can help to ensure that this policy does not go off the rails in the chinese leaders told me that, they said we are hoping that we can engage with elon musk. that is an untested proposition. maybe he will be able to reduce some of the semi conductor restrictions that we see on the chinese. you saw a couple million dollars at the trump campaign was able to convince trump that you shouldn't ban tiktok even the republicans in congress wanted to. maybe 75 million from elon was able to buy transactionally a pro-china policy from trump while that might work in technology have a hard time seeing that in the care of policy which is central to who trump is on china and globally if elon musk is able to deliver

for the chinese i don't know i would want to be elon and making the chinese disappointed with me. >> interesting point. jack: unfortunately back to leave it there we have a lot to talk about over the next four years. market seeing a trump bump as election results drive up stocks but what does trump's victory

it's our son, he is always up in our business. it's the verizon 5g home internet i got us. oh... he used to be a competitive gamer but with the higher lag, he can't keep up with his squad. so now we're his “squad”. what are kevin's plans for the fall? he's going to college. out of state, yeah. -yeah in the fall.

change of plans, i've decided to stay local. oh excellent! oh that's great! why would i ever leave this? -aw! we will do anything to get him gaming again. you and kevin need to fix this internet situation. heard my name! i swear to god, kevin! -we told you to wait in the car. everyone in my old squad has xfinity. less lag, better gaming! i'm gonna need to charge you for three people. jack: the election triggering drive under dramatic terms in the knee jerk are durable shifts what investment opportunities remain let's go through the sectors, healthcare a lot of government influence their. >> normally a sector after the election they can go after drug prices and that sort of thing

not this time around it's all about robert f kennedy junior who is probably the most prominent anti-vaxxer out there we saw a reaction from moderna to trump's election because it is worries that they will go after vaccines and this will be bad for business. it's very different than we had to think about after an electi election. >> near a multiyear low it could be an interesting speculation it has half the market cap right now in cash and beyond the covid vaccine it's got an interesting pipeline in terms of other vaccines and cancer treatments. >> what is rfk going to do about snacks. he hates processed foods that was one reason the consumer stock this past week that their defensive and they could create some opportunity so i was a pepsi and coke that are been dramatically underperforming to the market and now around 3%. >> insurers who provide medicare advantage plans have been a good week as well it's been a very rough year for the stocks that

humana and unitedhealth had a good postelection rally on the expectation that a trump presidency would have a lot lax regulation. >> financials, they were one of the biggest winners in stock market and the prospect of decrease regulation was the main factor, mike mailed the wells fargo big game changing potential changes in regulation and that really power the group you can see more to come, jamie dimon has decried regulation in various types he may head down to get some ideas. >> what are the stocks that did well wells fargo operating under an asset cap this is a picture with the big jump under the assumption that this is going to go away next year one thing the citigroup came out friday morning and they don't think we're going to see the same kind of bank rally that we did in 2016 largely because earnings growth is awkward to be there, the recommended place something that they call convergence to

catch up with the more expensive ones they upgraded bank of america stock in the belief that it will catch up with j.p. morgan. >> one of your favorites, bitcoin more than 11% on the week. there is no underlying value is prices based on height that could go to 0 there is hype in the under bank ebola don't have access the bitcoin is environmentally unfriending. i don't like it at any price. bitcoin broke out over the old time it was stuck below 74000 and it closes week about 76000 and on the breakout i think you can see a lot more upside. >> a pat on the back or been first-person you wrote about at $31 in 2013 we should've about.

>> unfortunately i did not buy it. >> bitcoin is a friend of the white house and created a bitcoin strategic reserve it could be a positive and there only 1 million so bitcoin a 20 or so million around. >> a lot of those in the dump and old hard drives, tesla shares up 30% this week, that is $200 billion in gains and they mentioned that elon musk but $75 million into the election that's a pretty good return. especially when you consider what happened to rivian and other ev makers who fell 8% on the election. this was about two things one is a fundamental case that tesla is in a very good position if trump follows through on getting rid of the ev credit and every ev friendly policies in the united states is already profitable in the largest ev maker and if everybody is pulling back it's going to do better and get more market share, there's about the elon musk is so friendly with trump this will make life easier for elon musk and tesla and this

is starting to get priced into the stock as well. >> the election results for ford and general motors are basically the income that carmakers and can be relaxation with the ev mandates in terms of sales looking on the next decade. jack: we are out of time that we've been talking about the tactical long-term what should investors do. >> a wait-and-see approach is warranted and it's hard to sort the noise so stick the course. thank you. elizabeth and andrew have a pair of investment ideas and been a shining spotlight of gum problems could be the start of a domino effect parodontax active gum repair breath freshener clinically proven to help reverse the 4 signs of early gum disease a toothpaste from parodontax, the gum experts.

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all americans can agree let's go to the movies.

>> there are great ones it's a fantastic year for the movies i've taken my kids to see deadpool and will ring and converses govzilla were movies like wicked gladiator to. the box office is going to hit 39 billion which of be the best since 2019 before the pandemic and is likely to hit a new record next year all great news and great news for movie theater cinemark up over one 100% imax up 63% was really great. >> i'll take my son to see gladiator two on imax. the problem is there is amc entertainment and everybody's favorite that stock is down 30% this year and is not been able to benefit from the rally in the movie theater stocks or from the better business because it has a massive debt load. it was a favor of everybody and had a massive rally it's performed less well than cinemark over the course sense of pandemic. it's actually down 90% to

cinemark beat up 12%. it needs to pay down the debt load had earnings and losses are getting smaller but it wants to spend to make the theaters better in that freak people out and these issues worked out there's probably value but they really have to get the debt load down. >> from 240 down to $4. let's go to actionable ideas, yoga stock to share. >> bitcoin was in the news with a trump win. i would favor the etf like i bit etf whether micro strategy which is the biggest corporate owner of bitcoin about a 50 billion-dollar company the problem with micro strategy if you're paying to have - 3 times the value of the bitcoin stake but would you buy the stock i would be careful. >> i think there's a case for 1% of your portfolio and bitcoin. elizabeth i know you don't agree with that but you have really

good ideas on what investor should be doing right now in november. >> right now corporate open enrollment and i would like to make a pitch for hsa health savings they are triple tax advantage accounts that's a better deal than your 401k or ira in order to contribute when you have to be enrolled in a high deductible health insurance plan don't let that scare you it sounds bad but monthly premiums are lower in the high deductible plans so you often come out ahead in the high deductible plan and you save money even if you have above average medical needs. they're not to be confused with flexible spending accounts. >> which are good but hsa is better and to save money for retirement for your medical response and expenses in retirement and you can invest it. great ideas, thank you to all, to read more check out this addition at barron's.com. that is all for us