On The Tape with Danny Moses

Dennis DeBusschere: 22V’s Investing Playbook, Victory & Volatility

7 snips
Jun 11, 2025
Dennis DeBusschere, founder and chief market strategist of 22V Research, offers a deep dive into the current economic landscape. He discusses the resilience of large cap tech stocks amid volatility and the risks associated with tariffs and rising bond yields. Dennis emphasizes the Fed's policies and US debt, while exploring the interconnections of fiscal stimulus and market performance. Notably, he introduces his 'fire and ice regime' approach tailored for adapting to shifting economic conditions, alongside insights on small caps and alternative assets.
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INSIGHT

Defensive Positioning Amid Growth

  • Investors remain defensive, favoring growth momentum and quality factors while avoiding economically sensitive sectors.
  • Economic growth is holding up better than expected, supporting an "everything rally" including small caps and junk debt for now.
INSIGHT

Fed Welcomes Slowdown

  • The Fed will welcome a slowdown to keep inflation and expectations in check, maintaining restrictive rates for 8-12 months.
  • Inflation due to tariffs will keep core inflation above target, slowing GDP growth below 2%.
INSIGHT

Yield Levels Restrict Economy

  • Higher 10-year yields will keep certain economy areas like housing and lower-income consumers weak to contain inflation.
  • The Fed aims for below-trend growth to prevent inflation from rising too much despite private sector growth.
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