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Market Recap: Trump Rally | Deficit Risks | Bullish U.S. Macro | Democratizing Hedge Fund Strategies
Description
In this week’s edition of Wealthion’s Weekly Market Recap, Andrew Brill highlights key insights from our expert guests:
David Rosenberg critiques the market’s post-election bullish sentiment, analyzes geopolitical challenges for Trump, and debunks the feasibility of dismantling the Fed. Jonathan Wellum highlights persistent inflation risks and unsustainable government deficits while calling for pro-growth policies. Adam Johnson shares optimism about GDP growth and consumer spending, identifying strategic opportunities in nuclear energy and oil services. Bob Elliot presents innovative ETFs that democratize hedge fund strategies, offering low-cost and tax-efficient solutions for everyday investors. Finally, a look back at Justin Nugent’s bold prediction in June of this year for the S&P 500 hitting 6000, underscoring the power of contrarian perspectives.
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Chapters:
00:00 - Introduction by Andrew Brill
00:23 - David Rosenberg Interview Highlights | Full Interview: https://youtu.be/bnDktUwoNXA
14:23 - Jonathan Wellum Interview Highlights | Full Interview: https://youtu.be/TcuSrrRZFfs
25:22 - Adam Johnson Interview Highlights | Full Interview: https://youtu.be/DTIt-rWxBlc
33:16 - Steven Feldman & Bob Elliot Interview Highlights | Full Interview: https://youtu.be/YYE5yQybsAE
45:38 - Justin Nugent Interview Highlights | Full Interview: https://youtu.be/OpI1KdWrNVE
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