EPISODE · Dec 29, 2025 · 21 MIN
2025 Predictions Exposed: What I Got Right & Wrong
from The Timeless Investor Show · host Arie van Gemeren
A SPECIAL REPORT:Last December, I published a 23-page report predicting what would happen in 2025 — treasury yields, inflation, GDP, housing supply. Today, I'm grading myself in public.Predicted 10Y Treasury: 4.1% → Actual: 4.11%Predicted Seattle Permits: -36% → Actual: -50%Predicted Inflation: 2.5% → Actual: 2.7%Most predictions were directionally right. Some were wrong. And 2025 threw curveballs nobody saw coming — $40B in wildfire losses by Week 2, a 43-day government shutdown, and a GDP path that broke every model.This video covers:→ The Six Forces scorecard (with grades)→ Black swan events that blindsided everyone→ The behavioral finance of 2025 (anchoring, recency bias, narrative fallacy)→ What I'm watching for 202600:00 - What I Predicted02:30 - The Six Forces Scorecard12:00 - What Nobody Saw Coming18:00 - Behavioral Finance Audit26:00 - The Denver Deal I Didn't Do30:00 - 2026 Watchlist🔔 Subscribe for the 2026 Outlook Report (dropping January)📩 Join The Timeless Investor Newsletter:https://lombardequities.substack.com📈 Accredited Investors — Work With Us:https://lombardequities.com#realestateinvesting #2025predictions #marketoutlook #multifamily
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2025 Predictions Exposed: What I Got Right & Wrong
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