Oct 4, 2024 · Episode 555

Hurricane Helene Aftermath, Trump’s Federal Election Case, and OpenAI’s Valuation

2 predictions · 0–0 · — accuracy

Scott's predictions2

A 'great rotation' of capital flows out of the US stock market and into other global markets (such as China and Brazil) is beginning as of October 2024.
“So I think we're about to undertake or we're beginning what I'd call the great rotation, and that is if since 2008, the capital flows... The market dynamics always trump individual performance.”
Markets · Judgment call · by Oct 4, 2029
Not due yetDue Oct 4, 2029
Stock markets outside the United States will outperform the US stock market over the three-to-five-year period following October 2024.
“And some, I think, that markets outside of The US are gonna outperform The US over the next three to five”
Markets · Checkable · by Oct 4, 2029
Not due yetDue Oct 4, 2029