Recorded on March 14, 2025.Topics:

• Analogy for the market tantrum... which is probably almost over
• Economy and risk assets will run on underlying growth going forward (vs prior fiscal stimulus)
• Lagging indicators still bearish, which will enable the Federal Reserve to ease
• International (ex-US) economies already being bolstered by their respective central banks and improving economic conditions
• US dollar strength peaked in mid-January 2025... two month lag effects almost complete
• These amplified market moves lower
• Assets, especially bitcoin and QQQ's now oversold... a great contrarian indicator
• Leading economic indicators generally bullish across the board
• Q&A from the live stream chat