Weekend Show - Rick Bensignor & Mike Larson - Investment Themes & Trends That Will Dominate 2025
Welcome to the first KE Report Weekend Show of 2025! We kick off this year with a couple generalists outlining the key themes they see for 2025.
We hope you all had a great holiday season, merry Christmas and happy New Year.
- Segment 1 & 2 - Rick Bensignor, President of Bensignor Investment Strategies kicks off the first Weekend Show of 2025 reflecting on 2024's market trends, notably the dominance of the MAG 7 stocks, and discusses key investment themes and strategies for 2025. Topics include sector rotation, the potential for higher interest rates and the Dollar, and the implications for stocks, bonds, currencies, and commodities.
- Segment 3 & 4 - Mike Larson, Editor in Chief at MoneyShow, wraps up the first Weekend Show of 2025 discussing themes and predictions for 2025. The discussion covers key topics, including a recap of 2024 market performance, Fed monetary policy, central bank strategies, global stock trends, cryptocurrency trends, and the potential impact of political policies under the Trump administration. The conversation also delves into sector-specific expectations, particularly precious metals, financials, and commodities
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