Episode Details

The US Economy Is About To Take Off And Bring Stocks With It | David Cervantes
5/28/2025
Forward Guidance β†—

Key Insights

Bullish:

  • 🟒 $GOLD - David is bullish on gold, citing aggressive central bank buying, particularly from China. He believes gold is in a secular bull market and projects a year-end price target of $3,000-$4,000.
    • β€œI think gold be because of the, you know, the there's heavy very aggressive central bank buying, particularly China, I believe. You know, gold is a secular bull market, I think. I think gold can can can, you know, I think 304,000 is kind of what what what we're looking at for the year end.” - David (47:42)
  • 🟒 $SPX - πŸ”’
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  • 🟒 $EUDEF - πŸ”’
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  • 🟒 $SCBANK - πŸ”’
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Bearish:

  • πŸ”» $UST - πŸ”’
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  • πŸ”» $SCAP - πŸ”’
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