Deregulation Could Unleash 'Animal Spirits,' Hooper Says

The transcript discusses the current momentum in US equity markets and predictions for 2025, highlighting the impact of deregulation and market rotation towards small and mid-cap stocks. It addresses potential risks, particularly from the bond market and fiscal challenges, and explores the implications of fiscal policy changes. The discussion concludes with investment strategies and expectations for 2025, considering factors like tariffs and immigration policies.

What challenges does the speaker foresee in achieving the budget deficit goal set by the Treasury Secretary?

How does the speaker suggest investors should approach the current market uncertainties?

What are the expectations for market gains in 2025 according to the speaker?