*This video was recorded on January 10, 2025

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1:00 - Jobs numbers and market response

2:50 - End of rate cuts?

7:55 - Rate cuts and economic growth

12:07 - Past easing cycles

14:30 - GDP growth outlook

17:00 - Stock market sentiment

22:00 - Large vs small caps

27:40 - Biggest risks

30:30 - King dollar

31:00 - Asset allocation

#stocks #investing #economy