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Jim Thorne, Chief Market Strategist at Wellington-Altus Private Counsel, remains tactically long the equity markets, but says major headwinds will prevail post-2025.
Jim’s last interview: https://youtu.be/rygWjO-YjXc?si=h18c-VJHwx_tZX5U
*This video was recorded on June 28, 2024
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0:00 - Intro
1:16 - Credit markets will 'revolt'
3:00 - Tax policies
8:40 - Inflation
18:27 - Fed monetary policy
22:50 - Yield curve and recession
24:23 - AI and the economy
32:14 - Market outlook
#stocks #trumpvsbiden #economy
