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The above was recorded Sunday night heading into the final two trading days of 2024. On the heels of two back to back strong years for US equity markets I decided to reflect on what worked, what didn’t and how to best position for the start of 2025. No question there is opportunity but we need to be honest about some of the clear challenges as stocks try to pull off the hat trick banking 3 straight years of gains. The pod covers it all from the Fed, AI, monetary policy, Washington plus an investment theme that could add fresh legs to a tired Bull Market.
Disclosure: "At the time of this article I currently hold shares in some of the companies mentioned as part of investment portfolios in funds I manage for Belpointe. Additionally, I may discuss other securities that are under consideration for future investment; however, discussing these securities is not a recommendation to buy, sell, or hold. My mention of these securities reflects my personal opinion and analysis at this moment and may change without notice. Please remember that all investments involve risks, including the possible loss of principal."
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