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.