Episode Details

Back to Episodes
Callum Thomas - Sell in May and go away is likely to be a good mantra in 2025

Callum Thomas - Sell in May and go away is likely to be a good mantra in 2025

Published 8 months, 2 weeks ago
Description

Today’s podcast guest is Callum Thomas of the excellent Topdown Charts. Topdown Charts is a chart-driven macro research house focused on global asset allocation.

Callum is the founder and managing shareholder of Topdown Charts. His career background is in multi-asset investment management in New Zealand and Australia, with a focus on investment strategy and economics.

In this wide-ranging podcast/video, Callum Thomas discusses:

* The S & P 500 and key technical levels to watch

* Investor v Economic sentiment indicators

* Why the broader case is to the downside rather than to the upside for the foreseeable future (hence the title of this podcast)

* Hard data v soft data charts

* A bonus chart too!

* And much more

You can also find Callum Thomas on both LinkedIn and X.

NB - It was fantastic to be able to go through the various charts in relation to macro-economic data and the S&P 500. For those listening to the podcast, I would highly recommend watching the video.

Become a Paid Subscriber/Founding Member TODAY!

Gold. Silver. Metals & Markets. Generate wealth (both financial and freedom) through market analysis/information, expert podcasts & insights, educational writings & prudent Plan B information. Subscribe today!

Contrarian Capitalist PAID Subscribers get:

* Access to ALL Market Newsletters (Weekly Open/Wrap & Monthly Wrap) including charts, analysis & exclusive commentaries

* EARLY ACCESS to all podcasts, featuring expert interviews/analysis on commodities, geopolitics and more

* Access to the FULL ARCHIVE, ALL written articles, stock picks & watchlists and the CC Club/Community

Contrarian Capitalist FOUNDING MEMBERS get:

* Lifetime membership - pay ONCE and NEVER renews! ALL paid subscriber benefits in a one-off lifetime investment!

VIDEO

Enjoy and please do subscribe to Topdown Charts!



This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
Listen Now

Love PodBriefly?

If you like Podbriefly.com, please consider donating to support the ongoing development.

Support Us