In this week's episode, Damien discusses the possible investment themes of 2025 as well as investment bank predictions of where stock markets will be at the end of 2025.
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00:00 - Introduction and Overview of Predictions for 2025 02:07 - Market Predictions and Recency Bias 06:17 - Key Themes for 2025: Politics and Economics 11:08 - Gold's Performance and Future Outlook 12:21 - Artificial Intelligence: Opportunities and Risks 15:18 - Central Bank Policies and Their Impact 18:04. -The 60-40 Portfolio: Is It Doomed? 19:42 - The Future of the US Dollar and Market Implications
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