Forward Guidance
How Macro Trading Veterans Are Thinking About 2025 | David Cervantes & DCP
Dec 28, 2024
David Cervantes, a macro investor at Pinebrook Capital, shares valuable insights on the economic landscape, including reflections on the FOMC's recent decisions. He draws parallels between today's market conditions and the 1990s, discussing how traders manage their emotions during volatility. The conversation touches on the impact of recent Federal Reserve policies, expectations for 2025, and strategies for navigating inflation amidst political shifts. Cervantes emphasizes the importance of a resilient mindset in adapting to market changes.
01:08:48
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Quick takeaways
- David Cervantes and DCP analyze FOMC meeting impacts, drawing parallels to the 90s business cycle to inform future trading strategies.
- The podcast highlights the importance of emotional resilience in trading, stressing the need to maintain a positive perspective amidst market challenges.
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