Two Quants and a Financial Planner The Unforecast Episode: Making Our 2025 Market Calls to Show Why Forecasting is a Waste of Time
Dec 30, 2024
The hosts humorously tackle the challenges of market forecasting, recalling their surprisingly accurate 2024 predictions. They explore the unpredictable nature of the stock market, critiquing traditional methods while sharing their own hit-or-miss experiences. The discussion includes insights on inflation, Fed policy, and what could drive markets in 2025, like M&A activity and IPOs. They also reminisce about an unexpected rise in YouTube subscribers, all while questioning the reliability of forecasts and keeping the conversation lighthearted.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Navigating Market Forecasts
01:44 • 20min
Berkshire's Cash Conundrum
22:05 • 6min
Navigating Inflation and Mortgage Trends
27:40 • 9min
YouTube Year in Review and Market Predictions
36:25 • 10min
2025 Market Predictions: Russell 2000 and Emerging Markets in Focus
46:29 • 2min
Economic Predictions and Market Dynamics
48:10 • 12min