Tim Tassoni - 2025 Market Trends: Look To Inflation Sensitive Sectors
Jim Tassoni, CEO of Armor Wealth Strategies, joins us to discuss his 2025 investment themes, mostly focused on inflation staying elevated or sticky.
We start with Jim’s outlook on the persistence of inflation, a stronger U.S. dollar, and cautions toward long-term bonds due to interest rates potential to creep higher. Jim explains how potential trade wars could lead to significant drawdowns in the S&P 500 and the broader market dynamics.
We also focus on gold, with Jim being bullish despite a stronger dollar, while showing preference for the metal over miners. Additionally, Jim shares his perspective on silver, financials, energy sectors, and real estate.
