Ep 487 - Investment Outlook for 2025
Description
In this week's episode, Damien discusses the possible investment themes of 2025 as well as investment bank predictions of where stock markets will be at the end of 2025.
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00:00 - Introduction and Overview of Predictions for 2025
02:07 - Market Predictions and Recency Bias
06:17 - Key Themes for 2025: Politics and Economics
11:08 - Gold's Performance and Future Outlook
12:21 - Artificial Intelligence: Opportunities and Risks
15:18 - Central Bank Policies and Their Impact
18:04 . -The 60-40 Portfolio: Is It Doomed?
19:42 - The Future of the US Dollar and Market Implications
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