TradeSmith Roundtable: The Big Rates Lie, 2025’s Gen Z Sensation, and More

Listen to the audio version of this article (generated by AI).

 

I never know exactly what’s going to come out of a TradeSmith Roundtable.

That’s the best thing about it.

This time around, I had gathered together our in-house AI expert John Jagerson, master trader Jeff Clark, and social analytics superstar Andy Swan.

About two hours before recording this week’s episode, I sent our guests the agenda. Keeps ‘em on their toes.

On deck was the risk-off moves in stocks and how to play them… the rapidly dropping temperature in the AI trade… plus the ¥5 billion trend that’s draining the wallets of Gen Z collectors across the U.S.

I knew to expect great takes on all these themes – and we got them.

What I didn’t expect was for us four to come to grips with a boldfaced lie coming out of our nation’s most powerful fiscal players – and what it might mean for the next year in markets…

Much less the news that our entire country is splitting into an economy of the “haves” and the “have nots.”

All this to say – John, Jeff, and Andy have some major insights for you in just one 27-minute conversation. Not to mention we had a ton of fun.

Check it out here:

And for the next episode of the Roundtable, we want you to be part of the conversation.

There’s nothing better than hearing what’s on our subscribers’ minds and what they want to hear about.

Send in your questions, comments, and topics for discussion to [email protected], and we’ll answer reader questions on air for your fellow subscribers to enjoy. 

To building wealth beyond measure,

Michael Salvatore
Editor, TradeSmith Daily

P.S. If you have more general feedback or questions you’d like answered in TradeSmith Daily, write me at [email protected]. I can’t promise to answer every email that comes in, and we can’t respond to requests for personal advice. But I’m happy to answer general questions – like we did on Wednesday – and hear your thoughts on how we could improve the Daily.