<p>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 <strong>14 bold predictions for 2025</strong> and unpacks where he nailed it, where he missed it, and the investing lessons in between.</p><br><p><strong>We cover:</strong></p><p> • US equities, bond yields and why the macro calls went sideways</p><p> • AI euphoria vs reality (who made money and who didn’t</p><p> • Chinese tech’s big comeback vs booze stocks’ continued hangover</p><p> • Small caps, luxury and global car makers under real pressure</p><p> • His worst call (Novo Nordisk) and best call (China tech)</p><br><p>Andrew also digs into <strong>recency bias</strong>, why politics mattered less than you think, and why getting out of the ASX and into global markets has never been more important.</p><br><p>Listen to Andrew's 2025 Predictions in full <a href="https://equitymates.com/episode/expert-andrew-brown-14-bold-predictions-for-2025/" rel="noopener noreferrer" target="_blank">here</a>.</p><br><p>———</p><p>Want to get involved in the podcast? Record a <a href="https://tinyurl.com/4uw5f58j" rel="noopener noreferrer" target="_blank">voice note</a> or <a href="https://tinyurl.com/2hyfsrw7" rel="noopener noreferrer" target="_blank">send us a message</a> </p><p>And come and join the conversation in the Equity Mates <a href="https://www.facebook.com/groups/equitymates/" rel="noopener noreferrer" target="_blank">Facebook Discussion Group</a>.</p><br><p>———</p><p>Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – <a href="https://linktr.ee/equitymates" rel="noopener noreferrer" target="_blank">we’ve got you covered</a>.</p><p>Keep up with the news moving markets with our <a href="https://tinyurl.com/2saau2ky" rel="noopener noreferrer" target="_blank">daily newsletter</a> and podcast (<a href="https://tinyurl.com/yxm3mm2c" rel="noopener noreferrer" target="_blank">Apple</a> | <a href="https://tinyurl.com/299dedpd" rel="noopener noreferrer" target="_blank">Spotify</a>)</p><ul><li>Listen to the podcast (<a href="https://tinyurl.com/2zmumf7v" rel="noopener noreferrer" target="_blank">Apple</a> | <a href="https://tinyurl.com/mr4x8tae" rel="noopener noreferrer" target="_blank">Spotify</a>)</li><li>Watch on <a href="https://tinyurl.com/yc596wem" rel="noopener noreferrer" target="_blank">YouTube</a></li><li>Read the <a href="https://basispoints.beehiiv.com/" rel="noopener noreferrer" target="_blank">monthly email</a></li></ul><p><br></p><p>———</p><p>Looking for some of our favourite research tools?</p><ul><li>Download our free <a href="https://tinyurl.com/7k2z7ebx" rel="noopener noreferrer" target="_blank">Basics of ETF handbook</a></li><li>Or our free <a href="https://tinyurl.com/4zjkm3pt" rel="noopener noreferrer" target="_blank">4-step stock checklist</a></li><li>Find company information on <a href="https://www.tikr.com/?ref=equitymates" rel="noopener noreferrer" target="_blank">TIKR</a></li><li>Research reports from <a href="https://goodresearch.com.au/ref/equitymates/" rel="noopener noreferrer" target="_blank">Good Research</a></li><li>Track your portfolio with <a href="https://www.sharesight.com/au/equitymates/" rel="noopener noreferrer" target="_blank">Sharesight</a></li></ul><p><br></p><p>———</p><p>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. </p><br><p>———</p><p>Equity Mates Investing is a product of Equity Mates Media. </p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
