Can the Bull Market Deliver Another 20% Year?

Throw me something, mister! It’s Mardi Gras time in New Orleans, and we’ll talk about what that means for the city’s culture and what a great family-friendly time it is. We then transition to a broader discussion on the surprising resilience of the Chinese economy and why a positive January and February often predict a strong year ahead. The conversation shifts to the cryptocurrency market, particularly meme coins, and the potential risks involved. We also hit on the demographic challenges in Europe and how these affect economic growth. Finally, we delve into the AI boom and who benefits from overhyped markets.

Key Takeaways

[00:17] - Excitement for Mardi Gras here in New Orleans [04:00] - Stock market highs + the Chinese economy’s unexpected resilience [07:23] - Are we looking at back-to-back-to-back 20%+ years? [10:00] - The riskiness of Crypto and Meme Coins [14:40] - Demographic challenges in Europe may hinder economic growth [20:05] - AI, cannabis, and who benefits from overhyped markets

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