Every year, Andrew Brown comes on to make big calls about markets, and then actually fronts up at the end of the year to see how he went. In this episode, he reviews his 14 bold predictions for 2025 and unpacks where he nailed it, where he missed it, and the investing lessons in between.
We cover:
• US equities, bond yields and why the macro calls went sideways
• AI euphoria vs reality (who made money and who didn’t
• Chinese tech’s big comeback vs booze stocks’ continued hangover
• Small caps, luxury and global car makers under real pressure
• His worst call (Novo Nordisk) and best call (China tech)
Andrew also digs into recency bias, why politics mattered less than you think, and why getting out of the ASX and into global markets has never been more important.
Listen to Andrew's 2025 Predictions in full here.
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