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What Will Shock Markets In 2025? Bank Of America's Joe Quinlan On Economic Surprises
Manage episode 459661891 series 3614106
المحتوى المقدم من The David Lin Report. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The David Lin Report أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Joe Quinlan, Head of Market Strategy at Bank of America, discusses the outlook for markets, economic growth, and monetary policy for 2025. *This video was recorded on December 26, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JOE QUINLAN: Bank of America: https://www.bankofamerica.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:30 - Market froth 1:20 - S&P 500 outlook 4:00 - Tariffs and sectors 6:40 - Tariffs 7:20 - Monetary policy 10:11 - Small caps vs. large caps 14:50 - Tech themes 2025 16:45 - Commodities 17:50 - Bond yields 21:10 - Asset allocation 24:18 - Dollar 25:30 - Books to read
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