Unhedged Picking stocks for 2025
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Jan 30, 2025 Alan Livsey, a Financial Times journalist and market specialist, joins Rob Armstrong and Aiden Reiter to tackle stock-picking for 2025. They explore the interplay of macroeconomic factors and political events shaping investment choices. The discussion dives into the resurgence of gold investing, particularly in junior miners. Bold stock picks include tech giants like Google and financials, while they also highlight stable sectors like healthcare and private credit. The episode culminates in a light-hearted exchange celebrating simple pleasures amidst serious investment banter.
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Market Volatility in 2025
- Donald Trump's actions are expected to impact financial markets in 2025, particularly by challenging the Federal Reserve's policies.
- This will cause volatility, drawing investors to alternatives like gold.
Invest in Junior Gold Miners
- Invest in gold, particularly junior gold miners like Dundee Precious Metals and Oceana Gold.
- These companies are leveraged to the price of gold, which is expected to rise due to market volatility.
Short Google
- Short Google due to recent AI developments, antitrust issues, and uncertainty about their ability to integrate AI.
- This is a risky bet, but it could pay off if Google faces setbacks.