Ep.120 Real Conversations: Crystal Ball - Mike Taylor’s 2025 Market Predictions

Hedgeye Podcasts

Start the new year with unmatched market insight in our first “Real Conversation” of 2025. Hedge fund veteran and Hedgeye favorite Mike Taylor sits down 1-on-1 with CEO Keith McCullough. This must-see webcast will dive into Mike’s bold predictions for the markets, economy, and geopolitics.
Here’s a peek at some of Mike’s predictions and what will be discussed:

• The Federal Reserve cuts rates five or more times, with 1-year yields dropping to 3%.
• Winners: REITs, Utilities, and Healthcare as the best-performing sectors.
• Losers: MRNA (-50%), CVNA (-50%), WMT misses earnings, MPW faces bankruptcy amid malfeasance.
• A recovery in existing home sales in the second half of the year.
• Geopolitical shockwaves as Trump imposes a 10% tariff on China and China strikes a major agricultural trade deal with the U.S.

This candid and insightful conversation will provide a clear lens into the forces shaping markets and the economy, helping investors navigate 2025 with confidence.
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