Fundstrat's Mark Newton: Bullish or Bubble? Q4 2025 скачать в хорошем качестве

Fundstrat's Mark Newton: Bullish or Bubble? Q4 2025

Fundstrat's Mark Newton joins the Century Financial Podcast in Dubai to break down what’s really driving the markets as we head into Q4 2025. This exclusive conversation brings together top-tier strategists and CMTs who unpack the truth behind the year’s biggest trends — from AI-driven rallies and Fed rate cuts to sector rotations, gold’s breakout, and the next market bubble. ⏱️ Chapters 0:00 – Welcome to the Century Financial Podcast – Q4 2025 kicks off 0:22 – Geopolitics, central banks & Trump tweets: the chaos moving markets 4:18 – “Bullish. Bullish. Bullish.” – when everyone agrees a little too fast 5:07 – Market déjà vu: why 2017 feels like it’s happening again 9:43 – “Don’t ask me about Tesla… I just look at the chart.” 🔥 12:06 – The banking comeback: breakouts, reversals & financials on fire 13:50 – Energy and small-caps: the surprise plays of Q4 16:00 – Rate cuts, biotech bounce & the small-cap revival 20:30 – Melt-up or meltdown? The housing-rate debate heats up 28:04 – “We’re in the beginning of a bubble — and it might make you rich.” 💣 28:20 – COVID, bubbles & the new normal — rewriting market history 29:23 – Final word: momentum, gold & the road ahead to 2026 ⭐ Read Fundstrat's Latest Report (free): https://research.fsinsight.com/snapsh... FOLLOW US FOR DAILY INSIGHTS! X: @fs_insight (https://x.com/fs_insight) Instagram: @fs_insight (  / fs_insight  ) TikTok: @fs_insight (  / fs_insight  ) LinkedIn:   / fsinsight   Merch Store: https://merch.fsinsight.com/ CONTACT US! inquiry@fsinsight.com