The Contrarian Capitalist
The Contrarian Capitalist Podcast
Callum Thomas - Sell in May and go away is likely to be a good mantra in 2025
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Callum Thomas - Sell in May and go away is likely to be a good mantra in 2025

This podcast/video looks at the S&P 500 as well as overall Investor v Economic indicators, key technical levels to watch, hard v soft data, cash positions and much more

Today’s podcast guest is

of the excellent . Topdown Charts is a chart-driven macro research house focused on global asset allocation.

Callum is the founder and managing shareholder of Topdown Charts. His career background is in multi-asset investment management in New Zealand and Australia, with a focus on investment strategy and economics.

In this wide-ranging podcast/video,

discusses:

  • The S & P 500 and key technical levels to watch

  • Investor v Economic sentiment indicators

  • Why the broader case is to the downside rather than to the upside for the foreseeable future (hence the title of this podcast)

  • Hard data v soft data charts

  • A bonus chart too!

  • And much more

You can also find Callum Thomas on both LinkedIn and X.

NB - It was fantastic to be able to go through the various charts in relation to macro-economic data and the S&P 500. For those listening to the podcast, I would highly recommend watching the video.


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VIDEO


Enjoy and please do subscribe to Topdown Charts!

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