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Year Behind, Year Ahead - Special 2025 White Paper

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Manage episode 460392698 series 2524881
内容由The Dividend Cafe - The Bahnsen Group and The Bahnsen Group提供。所有播客内容(包括剧集、图形和播客描述)均由 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Today's Post - https://bahnsen.co/408hG0t

Dividend Cafe: Reflections on 2024 and Forecasts for 2025

David Bahnsen, managing partner of The Bahnsen Group, presents The Dividend Cafe annual year behind, year ahead white paper. He reviews the major economic events of 2024, including market performance, the Federal Reserve's actions, and the impact of political changes. The discussion includes an evaluation of predictions made for 2024 and offers insights and forecasts for the economic themes and market trends expected in 2025. Bahnsen underscores the importance of key factors such as tariff volatility, tax policy changes, and potential improvements in U.S.-China relations. Additionally, he emphasizes the significance of the 10-year bond yield as a crucial metric for financial markets in the upcoming year.

00:00 Introduction to the Annual White Paper

00:52 The Genesis of Dividend Cafe

01:48 Market Surprises and Realities of 2024

05:34 Performance Highlights and Market Trends

18:06 Sector Analysis and Economic Indicators

24:06 Review of 2024 Themes and Projections

36:34 Looking Ahead: Themes for 2025

51:15 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

1010集单集

Artwork
icon分享
 
Manage episode 460392698 series 2524881
内容由The Dividend Cafe - The Bahnsen Group and The Bahnsen Group提供。所有播客内容(包括剧集、图形和播客描述)均由 The Dividend Cafe - The Bahnsen Group and The Bahnsen Group 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Today's Post - https://bahnsen.co/408hG0t

Dividend Cafe: Reflections on 2024 and Forecasts for 2025

David Bahnsen, managing partner of The Bahnsen Group, presents The Dividend Cafe annual year behind, year ahead white paper. He reviews the major economic events of 2024, including market performance, the Federal Reserve's actions, and the impact of political changes. The discussion includes an evaluation of predictions made for 2024 and offers insights and forecasts for the economic themes and market trends expected in 2025. Bahnsen underscores the importance of key factors such as tariff volatility, tax policy changes, and potential improvements in U.S.-China relations. Additionally, he emphasizes the significance of the 10-year bond yield as a crucial metric for financial markets in the upcoming year.

00:00 Introduction to the Annual White Paper

00:52 The Genesis of Dividend Cafe

01:48 Market Surprises and Realities of 2024

05:34 Performance Highlights and Market Trends

18:06 Sector Analysis and Economic Indicators

24:06 Review of 2024 Themes and Projections

36:34 Looking Ahead: Themes for 2025

51:15 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com

  continue reading

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