Macro Mondays 5 good trades for 2025
19 snips
Dec 16, 2024 Join industry experts as they dissect the latest inflation concerns and dive deep into China's economic stimulus plan, shaping global trade. They humorously examine Bitcoin's rise amid changing economic indicators and quirky trends like Fartcoin. The discussion also highlights the shifting market sentiments, pressures on institutional investors, and potential investment opportunities in South Korea and China. Wrapping up, they present strategic trade ideas for 2025 and reflect on Europe's evolving political landscape, all with a dose of humor.
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Blue Sky's Decline
- Andreas Steno Larsen and Mikkel Rosenwald discussed the decline of Blue Sky's popularity after the US election.
- Many Northern Europeans, especially legacy media, joined but activity has dropped.
Bitcoin's Surge
- The hosts analyze the recent surge in Bitcoin's price, referring to it jokingly as "Fartcoin".
- They question the logic behind the surge and compare it to other cryptocurrencies.
Equity Inflows
- Inflows into equities have increased significantly since the US election.
- Many investors are buying into the market to catch up with benchmarks, creating a potential risk.