I had the opportunity to join Sean Aylmer on the Fear + Greed podcast to reflect on my predictions for 2024 and discuss what lies ahead in 2025. This year, despite widespread forecasts of a recession, the stock market performed strongly. A combination of disinflation and positive economic growth created a favourable environment for innovative companies with pricing power.

We also explored the potential market implications of Donald Trump’s re-election and what it could mean for investors. Looking ahead to 2025, I anticipate it could deliver the strongest gains of the past three years, particularly with small cap stocks poised for standout performance.

Listen to the full interview here: