MB249: Second Half Of The Year Predictions: What Could Go Wrong?
July 9, 2025
In this episode of Market Bites, hosts Sam and Josh discuss the unpredictable nature of the market in the first half of the year, touching on various economic indicators, predictions for US equities, the role of the Federal Reserve, sector performance, oil market dynamics, and the current state of cryptocurrency. They emphasize the importance of earnings growth, the volatility of oil prices, and the growing institutional interest in Bitcoin and other cryptocurrencies. The conversation highlights the challenges and opportunities investors face as they navigate a rapidly changing economic landscape.
Summary
In this episode of Market Bites, hosts Sam and Josh discuss the unpredictable nature of the market in the first half of the year, touching on various economic indicators, predictions for US equities, the role of the Federal Reserve, sector performance, oil market dynamics, and the current state of cryptocurrency. They emphasize the importance of earnings growth, the volatility of oil prices, and the growing institutional interest in Bitcoin and other cryptocurrencies. The conversation highlights the challenges and opportunities investors face as they navigate a rapidly changing economic landscape.
Takeaways
- Josh is recovering from a serious case of man flu.
- The first half of the year has been anything but quiet in the markets.
- Earnings season is approaching, and it will be crucial for market direction.
- Markets expect 10-12% earnings growth for the S&P 500 this year.
- Oil prices are expected to remain volatile due to geopolitical tensions.
- Gold has been one of the best-performing assets this year.
- Bitcoin has seen significant institutional adoption and ETF flows.
- The adoption of crypto remains low among retail investors.
- The hosts predict Bitcoin could reach $120,000 by the end of the year.
- If major markets drop, Bitcoin is seen as a favorable buy.
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