Andrew Brown

Andrew Brown, Executive Director at A72 Holdings, shares his annual market predictions and reviews their outcomes. He reflects on the challenges faced by US equities and bond yields, revealing a surprising drop in Treasuries. The discussion highlights AI's mixed reality, the rebound of Chinese tech, and the structural decline of alcohol stocks. Andrew candidly addresses his worst call on Novo Nordisk while showcasing his successful China tech prediction. He concludes with valuable investing lessons on recency bias and the importance of global market exposure.