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Real Conversations | Crystal Ball: Mike Taylor’s 2025 Market Predictions

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. View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/course... Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/202... - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/202... - Sector Pro: https://info.hedgeye.com/hedgeye-pro-... - Tier 1 Alpha: https://info.hedgeye.com/l/764243/202... - Risk Ranges: https://info.hedgeye.com/l/764243/202... - Early Look: https://info.hedgeye.com/l/764243/202... - ETF Pro: https://info.hedgeye.com/l/764243/202... Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/202... Hedgeye Gear: https://info.hedgeye.com/l/764243/202...