Chase and David unpack their 2025 forecast, digging into why today's economic resilience might face fresh challenges in the year ahead. Building on consumer momentum and moderating inflation, they explore why housing markets and policy shifts could reshape the narrative. The duo breaks down their playbook for navigating a year where downside risks deserve extra attention, sharing tactical allocation moves to help weather potential turbulence. Enjoy!
(5:00) Don't always extrapolate the past
(8:42) Base case outlook
(11:35) Housing's in the driver's seat
(20:03) Policy Implications: different starting point + different priorities = different outcome?
(36:10) Underappreciated Risk
(40:03) Allocation changes
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase and David and should not be held as representations of their respective firms.
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Music by Agent Method
