2025 Macroeconomic & Investment Outlook: Expectations, Opportunities & Risks

2025 Macroeconomic & Investment Outlook: 

Expectations, Opportunities & Risks

- Date: January 27, 2025

- Time: 10 am E.S.T.

- Platform: Live Webinar (estimated duration of 2 to 3 hours)

- Format: Open-ended Presentation (over 350 slides) with Q & A Session. 

> Recorded Version Will be Made Available for later purchase and review.¹

> For Members & Research Clients Only (No Exceptions). 

Email us for Pricing and to Reserve Your Spot. 

Some of the topics to be discussed include:

• How to use inflation and interest rates to manage your investments.
• How to think about bond yields to help manage your investments.
• Understanding the importance of the U.S. National Debt.
• Understanding the U.S. budget deficit.
• Understanding the U.S. trade deficit.
• Investment opportunities in the oil industry as Trump boosts drilling.
• Comprehensive list of risks to the U.S. capital markets and economy.
• Discussion of China’s economy, challenges and solutions.
• Discussion of variables that move oil prices.

Some of the questions we plan to answer (time permitted)

1. Is the stock market overvalued? How much does it matter?
2. Is the stock market in a bubble?
3. What to expect from the stock market in 2025.
4. Is AI a bubble?
5. What are some stocks besides semiconductor-related stand to do well because of AI?
6. What’s the chance of a recession in 2025?
7. What’s the biggest risk for a recession in 2025?
8. What are the best investments to protect against inflation?
9. Where do we think gold is headed in 2025?
10. What are the most important variables driving gold pricing right now?
11. What to expect with U.S. tariffs.
12. What are the 5 components of Trump’s populist agenda?
13. What’s the 6^th component of Trump’s agenda that isn’t considered populist?
14. What’s the chance of a recession in the EU in 2025?
15. What’s going on with Brazil’s economy and what do we expect in 2025?
16. Are there any investment opportunities in Brazil?
17. What’s going on with China’s economy and what do we expect in 2025?
18. What does China’s leader Xi Jinping fear the most?
19. Are there any investment opportunities in Brazil?
20. What’s the risk of excessive stock concentration in the S&P 500?

Plus a Q&A session at the end of the presentation.

The webinar will be held on January 27, 2025.

The webinar will be recorded for later review and purchase.¹

This webinar is available only to research clients and members.

Rates for the recorded webinar will increase after January 27, 2025.

Email us for Pricing and to Reserve Your Spot. 

1 the recorded webinar will be made available for review for up to 60 days after payment was made.  However, we cannot guarantee that the webinar will be recorded and made available for review because of the possibility of a technical issue or error that might make create problems with the quality of the recording or even prevent the recording from being made or accessed by us. However, we will do everything in our power to prevent issues which could prevent the recording to be made or accessed.