Start the new year with unmatched market insight in our first “Real Conversation” of 2025. Hedge fund veteran and Hedgeye favorite Mike Taylor sits down 1-on-1 with CEO Keith McCullough. This must-see webcast will dive into Mike’s bold predictions for the markets, economy, and geopolitics.
Streaming live on Tuesday, January 14, at 11:00am ET, exclusively on HedgeyeTV, this critical market discussion will cover key themes and forecasts affecting investors’ portfolios in 2025.
Here’s a peek at some of Mike’s predictions and what will be discussed:
- The Federal Reserve cuts rates five or more times, with 1-year yields dropping to 3%.
- Winners: REITs, Utilities, and Healthcare as the best-performing sectors.
- Losers: MRNA (-50%), CVNA (-50%), WMT misses earnings, MPW faces bankruptcy amid malfeasance.
- A recovery in existing home sales in the second half of the year.
- Geopolitical shockwaves as Trump imposes a 10% tariff on China and China strikes a major agricultural trade deal with the U.S.
This candid and insightful conversation will provide a clear lens into the forces shaping markets and the economy, helping investors navigate 2025 with confidence.
Join us live or watch on-demand.
