Show notes
2025 could bring some of the biggest market and economic risks in years. Inflation is back, bond yields are surging, and volatility is shaking investor confidence. Kenny Polcari, SlateStone Wealth’s Chief Market Strategist, joins Andrew Brill to dive deep into these risks, sharing insights on debt policy, energy demand, and the role of AI in reshaping the markets. Learn which sectors to watch—like tech, healthcare, and energy—and why historical patterns, like the 1980s inflation crisis, might repeat in 2025.
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Chapters:
01:06 - Inflation and Bond Yields: A Brewing Storm?
02:07 - Presidential Policies and Economic Realities
04:21 - Wage Price Spiral: Are We Back in the 80s?
05:45 - The VIX and Market Volatility Explained
07:57 - Tech Stocks: Profit-Taking or Panic?
10:38 - AI, Quantum Computing, and Market Hype
12:06 - Will AI Write Its Own Future?
14:00 - Energy Bulls and the Future of Power
15:27 - Trump’s Greenland and Energy Strategy
16:50 - Janet Yellen and the Bond Market Conundrum
19:17 - Financing U.S. Debt: Challenges and Consequences
22:27 - Sticky Inflation and Fed Dilemmas
24:36 - Housing Market Under Pressure
25:45 - Sectors to Watch in 2025
27:23 - Commodities and the Dollar Dance
30:11 - Trump vs. The Fed: Rate Cuts or Independence?
31:47 - Dinner with Kenny: A Neapolitan Pasta Classic
34:04 - Wrapping Up: Stay Resilient with Wealthion
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