Every year, Andrew Brown comes on to make big calls about markets, and then actually fronts up at the end of the year to see how he went. In this episode, he reviews his 14 bold predictions for 2025 and unpacks where he nailed it, where he missed it, and the investing lessons in between. We cover: • US equities, bond yields and why the macro calls went sideways • AI euphoria vs reality (who made money and who didn’t • Chinese tech’s big comeback vs booze stocks’ continued hangover • Small caps, luxury and global car makers under real pressure • His worst call (Novo Nordisk) and best call (China tech) Andrew also digs into recency bias , why politics mattered less than you think, and why getting out of the ASX and into global markets has never been more important. Listen to Andrew's 2025 Predictions in full here . ——— Want to get involved in the podcast? Record a voice note or send us a message And come and join the conversation in the Equity Mates Facebook Discussion Group . ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered . Keep up with the news moving markets with our daily newsletter and podcast ( Apple | Spotify ) Listen to the podcast ( Apple | Spotify ) Watch on YouTube Read the monthly email ——— Looking for some of our favourite research tools? Download our free Basics of ETF handbook Or our free 4-step stock checklist Find company information on TIKR Research reports from Good Research Track your portfolio with Sharesight ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.
