18 Fund Managers on their 2025 Big Bets (Part 1)
Updated: December 26, 2024
Summary
The video provides a comprehensive overview of the previous year's fund manager predictions, including wins and losses. Viewers can revisit the predictions to assess performance. Key topics covered are top and low performing managers, missed predictions, and four important questions asked to all participants. Fund managers share predictions on high conviction picks like thematic companies, commodities, and currencies, with guest speakers offering non-consensus views and insights on commodity performance for 2025. Additionally, the video discusses final predictions, unique perspectives on commodities like tin and uranium, and emphasizes the upside potential for most commodities in the upcoming year.
Introduction and Recap of 2020 Predictions
The speaker discusses the previous year's predictions and reflects on the wins and losses of the fund managers. Mention of the listener's ability to go back and re-listen to the scorecard of predictions.
Fund Managers' Assessment
Discussion about the top and low performing fund managers of the year, with focus on addressing missed predictions and the increased number of contributions.
Prediction Questions
Outline of the four key questions asked to all participants, starting with the highest conviction pick and the worst performing commodity for 2025.
Fund Manager Predictions
Detailed predictions from various fund managers regarding their highest conviction picks, such as thematic companies, commodities, and currency predictions.
Reflections on Predictions
Review of the fund managers' predictions, including discussions on potential outcomes for commodities, currency changes, and global economic factors.
Guest Predictions and Discussions
Insights from guest speakers on their highest conviction picks, non-consensus views, and expectations for commodity performance in 2025.
Final Predictions and Concluding Remarks
Discussions on final predictions, unique perspectives on commodities like tin and uranium, and closing remarks on the upside potential for most commodities in the upcoming year.
FAQ
Q: What topics were discussed in the file regarding the previous year's predictions?
A: The file discusses the wins and losses of fund managers, the ability of listeners to re-listen to the scorecard of predictions, top and low performing fund managers, missed predictions, and the increased number of contributions.
Q: What were the four key questions asked to all participants?
A: The four key questions asked to all participants included starting with the highest conviction pick, the worst performing commodity for 2025, thematic companies, commodities, and currency predictions.
Q: What insights were provided by guest speakers regarding their highest conviction picks?
A: Guest speakers shared non-consensus views and expectations for commodity performance in 2025.
Q: What were some of the detailed predictions made by fund managers?
A: Fund managers made predictions regarding their highest conviction picks, thematic companies, commodities, and currency changes, discussing potential outcomes for commodities, currency changes, and global economic factors.
Q: What commodities were specifically mentioned during the discussions?
A: Commodities like tin and uranium were highlighted, with unique perspectives provided on their performance and the overall upside potential for most commodities in the upcoming year.
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