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.

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