AAO Conference Call Replay: Market Trends & Insights for 2025

"If man asks for many laws it is only because he is sure that his neighbor needs them; privately he is an unphilosophical anarchist, and thinks laws in his own case superfluous." Will Durant

Wow, what a session! Seriously, one of the best parts of doing this is getting to connect with so many sharp traders. Big thanks to everyone who showed up and contributed.

A couple of quick updates:

• Apologies for today’s limit – the group has grown way beyond what I anticipated (which is amazing!), but I didn’t realize we’d hit a cap on attendees.

• Good news – I’ve upgraded our service, so this won’t happen again. Everyone will be able to join moving forward.

If you couldn’t get in and want to chat markets, shoot me a message. I’ll carve out some time to connect. Oh, and don’t worry, the session was recorded.

Big thanks to @HostileCharts (aka Larry Thompson) for coming on and sharing his insights. Always great having top-tier people like him in these sessions.

Here’s a quick recap of the topics we covered:

• The US Dollar and its recent moves

• Gold and its implications in the current macro setup

• Interest rates and what’s next

• Market breadth and rotation into small caps

• Oil’s outperformance and the energy trade

• What’s happening with natural gas

• The CPI report and what it means for markets

• The Fed’s QT possibly coming to an end

You can catch the full replay here.

A quick heads-up: going forward, these sessions will be behind a paywall. But for now, we’re running a sale one last time as a thank you to everyone who’s been with us since the beginning.

https://aaoresearch.substack.com/TheLastSale

Prices are going up soon, so if you’ve been on the fence, now’s the time.

Thanks again for all your support, it means a lot.

Let’s keep this momentum going!

Against All Odds Research

Stay Connected:

• YouTube: Against All Odds Research Channel (@againstalloddsresearch)

• Twitter: Jason P (@jasonp138)

• Substack: AAO Research

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