122: A Look Back | Reviewing 2024

from Barenaked Money · host Verecan Capital Management Inc.

Recap and Predictions: A Financial Review and Forecast for 2024 and 2025In this episode of Barenaked Money, hosts Josh Sheluk and Colin White from Verecan Capital Management take a look back at their financial predictions for 2024, examining which of their forecasts came to fruition and which missed the mark. They discuss topics including Canadian inflation rates, the real estate market, the performance of Bitcoin, and the influence of AI in various sectors. The episode also highlights the importance of context and external factors in financial forecasting, and sets the stage for their upcoming predictions for 2025. Listeners can expect an entertaining and insightful discussion on the complexities and unforeseen outcomes in the world of finance.00:00 Introduction to Barenaked Money01:03 Evaluating Last Year's Predictions01:13 Canadian Inflation Predictions03:49 Real Estate Market Insights06:57 Bitcoin and Risk Assets09:31 Bond Market Performance12:52 Magnificent Seven and Market Concentration20:28 Healthcare and Pharma Predictions24:29 Novel Investment Products28:30 Geopolitical Surprises of 202432:08 Economic Indicators and Recession Predictions35:45 Conclusion and Final Thoughts

Episode metadata supplied by the publisher feed · Published Jan 21, 2025

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122: A Look Back | Reviewing 2024

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This episode is 37 minutes long.

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This episode was published on January 21, 2025.

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