Equity Mates Investing Podcast
Expert: Andrew Brown - 14 Bold Predictions for 2025
Jan 22, 2025
In this discussion, Andrew Brown, Director of East 72 Holdings and a seasoned expert in market analysis, shares his bold predictions for 2025. He dives into the potential movements of the US stock market and expresses caution about Australian banks, luxury goods, and alcohol stocks. Brown highlights the appeal of undervalued tech stocks and discusses upcoming trends in interest rates. He also analyzes the possible impact of political changes on economic stability and investment opportunities, especially in the context of China's tech sector.
50:45
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Quick takeaways
- The S&P 500 is expected to close 2025 below 5,900 due to a divergence between stock prices and economic fundamentals.
- Small-cap stocks are predicted to outperform larger indices as economic conditions improve and potential merger activity increases.
Deep dives
Bold Predictions for US Equity Markets
US equities are poised to face downward pressure, with predictions suggesting the S&P 500 will close 2025 below 5,900. This forecast stems from a backdrop of exuberance despite plummeting earnings per share estimates for 2025 and rising bond yields, indicating a divergence between stock prices and economic fundamentals. Historical data show that the S&P has performed exceptionally well compared to global averages, suggesting the current market enthusiasm might be unsustainable. With analysts predicting continued optimism, the likelihood of a market correction seems high as the current valuations may not reflect underlying economic realities.
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