Expert: Andrew Brown - 14 Bold Predictions for 2025

24 snips

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.

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ADVICE

Caution on Overpriced Stocks

Exercise caution with highly priced, great companies like Costco, Walmart, and Fair Isaac Corporation.
Despite their strong performance, their valuations may be excessive in the current market.

ANECDOTE

Novo Nordisk and Geopolitical Risk

Andrew Brown uses Novo Nordisk as an example of potential market mayhem due to geopolitical risks.
He explains how political actions by President 47 could impact the Danish company despite its strong fundamentals.

ADVICE

Stay Long Volatility Stocks

Maintain investments in volatility stocks, such as market makers like Virtue Financial and Compagnie Financière Tradition.
These companies benefit from market volatility and increased transaction volumes.

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At the start of every year Andrew Brown, Director of East 72 Holdings, joins us on the podcast to share his predictions for the year ahead.

Tune in to today's episode to hear Andrew's thoughts on:

Where the US stock market will move
Why time might be up for the Aussie banks
Why luxury goods and alcohol stocks aren't primed for a rebound any time soon
The technology stocks that are looking cheap
What next for Australian and US interest rates
And so much more!

Every year Andrew brings a wealth of knowledge and research and helps us clarify our thinking for the year ahead. This is an episode you don't want to miss.

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