Joe Quinlan, Head of Market Strategy at Bank of America, discusses the outlook for markets, economic growth, and monetary policy for 2025.
*This video was recorded on December 26, 2024
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0:00 - Intro
0:30 - Market froth
1:20 - S&P 500 outlook
4:00 - Tariffs and sectors
6:40 - Tariffs
7:20 - Monetary policy
10:11 - Small caps vs. large caps
14:50 - Tech themes 2025
16:45 - Commodities
17:50 - Bond yields
21:10 - Asset allocation
24:18 - Dollar
25:30 - Books to read
#stockmarket #economy #investing
