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What Will Shock Markets In 2025? Bank Of America's Joe Quinlan On Economic Surprises
Joe Quinlan, Head of Market Strategy at Bank of America, discusses the outlook for markets, economic growth, and monetary policy for 2025.
*This video was recorded on December 26, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW JOE QUINLAN:
Bank of America: https://www.bankofamerica.com/
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:30 - Market froth
1:20 - S&P 500 outlook
4:00 - Tariffs and sectors
6:40 - Tariffs
7:20 - Monetary policy
10:11 - Small caps vs. large caps
14:50 - Tech themes 2025
16:45 - Commodities
17:50 - Bond yields
21:10 - Asset allocation
24:18 - Dollar
25:30 - Books to read
View all episodes
By The David Lin Report
4.5
2525 ratings
Joe Quinlan, Head of Market Strategy at Bank of America, discusses the outlook for markets, economic growth, and monetary policy for 2025.
*This video was recorded on December 26, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW JOE QUINLAN:
Bank of America: https://www.bankofamerica.com/
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:30 - Market froth
1:20 - S&P 500 outlook
4:00 - Tariffs and sectors
6:40 - Tariffs
7:20 - Monetary policy
10:11 - Small caps vs. large caps
14:50 - Tech themes 2025
16:45 - Commodities
17:50 - Bond yields
21:10 - Asset allocation
24:18 - Dollar
25:30 - Books to read
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