This week, we’re reviewing the 2025 macro predictions we made back in December 2024 — and the results are honestly insane.

We identified nine major macro trend themes heading into 2025 (plus a “miscellaneous chaos” category), and in this episode we break down exactly how each played out — the hits, the misses, and the monster trends that shaped the entire year.

🔥 BIG THEMES WE COVER:

1. Nuclear Energy
We predicted a massive boom… and it actually happened. Nuclear went from policy talk to full-scale implementation. Old plants reopened, new ones broke ground, and nuclear ETFs hit triple-digit gains at their peak.

2. Electric Utilities
Another home run. Utility stocks — the “boring ones” — saw year-to-date gains of 18% to nearly 40% thanks to the AI energy arms race.

3. Oil &  ...