2025 Predictions | Un-Inverted Curve | China Deflation Tariff Solution?| Bitcoin Quantum Problem?

2025 Predictions | Un-Inverted Curve | China Deflation Tariff Solution?| Bitcoin Quantum Problem?

Author: Derek Moore December 30, 2024 Duration: 1:01:09

Derek Moore and Jay Pestrichelli round out the year with some 2025 predictions on markets, rates, bonds, oil, bitcoin, the dollar, GDP, inflation, and gold. Plus, does Bitcoin have a Quantum Computing problem? What's going on with deflation in China and is it the answer to potential tariffs? And news flash, the inverted yield curve is no more as the 10-year treasury yield rises above the 3-month treasury yield. All this and more!

 

2025 Predictions

China Deflation including 10-year Chinese Government Bond yields falling

China currency valuation, bond yields, and deflation a recipe to nullify US tariffs?

Quantum computer by Google and can it mine Bitcoin?

Will Quantum computers put Bitcoin wallets at risk? (part of our random predictions)

The reversion or un-inversion of the 10 year and the 3-month treasury

The inverted yield curve was the longest ever and didn't cause a recession

Will the un-inverted yield curve now cause a recession?

VIX Index vs VIX futures spread

Additions and subtractions to the S&P 500 Index

Commodities including coffee, rubber, and cocoa rise

Earnings season soon upon us

 

Mentioned in this Episode

 

 

Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT

 

Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt

 

Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag

 

Contact Derek derek.moore@zegainvestments.com

 

 


Derek Moore hosts Broken Pie Chart, a podcast that digs into the practical realities of managing money in a complex world. The name comes from the idea that traditional, rigid models for investing and planning often don't reflect real life. Each episode takes a specific concept-whether it's portfolio construction, market behavior, or preparing for retirement-and breaks it down into straightforward conversation. You'll hear clear explanations of economic trends and financial principles without the jargon, focusing on how these ideas actually impact personal and professional decisions. This isn't about hot stock tips; it's about building a durable understanding of how markets and the economy function. The goal is to provide listeners with a stronger foundation for their own financial choices, making seemingly opaque topics accessible and relevant. Tune in for a thoughtful, grounded perspective that challenges conventional wisdom and simplifies the complicated.
Author: Language: English Episodes: 100

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