Why the U.S. stock market won't crash in 2025

Описание: Analyzing the market outlook with data.

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Download the spreadsheet with data sources: https://learn.henrychien.com/market-o...

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Timestamps:

00:00 Introduction
00:29 Bear Market Characteristics
01:05 Business Cycles
03:26 Valuation
06:00 AI Bubble?
13:06 Equity Risk Premium
16:42 Recession Risk
19:24 Recession (GDP Supply-side) Risk
22:42 Inflation Risk
29:46 Recession (GDP Demand-side) Risk)
38:44 Market Sentiment
43:29 Hedging
45:31 Crash Indicator

Key Data Sources:
Yardeni Research: https://yardeni.com/our-charts/
JP Morgan Asset Management: https://am.jpmorgan.com/us/en/asset-m...
KKR Outlook: https://www.kkr.com/insights/outlook
Goldman Sach Research: https://www.gspublishing.com/content/...
Professor Damodaran: https://pages.stern.nyu.edu/~adamodar/

BIO:

Henry Chien was an analyst on the award-winning Business Services equity research team at BMO. His clients included the world’s largest hedge funds and asset managers, including JP Morgan, Point72, Citadel, and Bank of Montreal.

As a research analyst, he recommended one of the top ten highest-returning investments (MSCI, +711%) in the S&P 500 between 2016 and 2021. His research has been highlighted in globally respected periodicals, including The Financial Times, Barron’s, and Institutional Investor. He is a CFA charterholder and a graduate of Brown University.

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My website - https://henrychien.com
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Linkedin -   / chienhenry  

DISCLAIMERS & DISCLOSURES

This content is for informational and educational purposes only and does not constitute financial or investment advice of any kind and does not establish any kind of professional-client relationship. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.

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