Andrew Brown

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.

In this insightful discussion, Andrew Brown, Executive Director of East 72 Holdings and renowned for his market predictions, reviews his forecasts for 2024. He dives into the impact of inflation and interest rates on the economy. Andrew shares thoughts on investment opportunities in gold, oil, and stock market indexes, revealing what's overvalued. The conversation also touches on political figures like Donald Trump and Elon Musk, and explores big themes including the business of sport and the rise of artificial intelligence.