As we enter 2025, the Substack Market Forecast Summit will bring together influential finance and business figures, writers, and commentators for a daylong virtual event on Friday, January 31.
Featuring back-to-back live video conversations with leading voices like Paul Krugman, Matt Taibbi, Noah Smith, Patrick Collison, Danielle DiMartino Booth, and more, the summit will explore the trends, challenges, and opportunities that may shape the year ahead.
All discussions will be live streamed exclusively in the Substack app. Download the app now to join the conversation.
Live, only in the Substack app on Friday, January 31, 2025
We encourage you to subscribe to these publishers for updates
9:30 AM ET
The World in 2025
Nobel Prize-winning economist Paul Krugman and one of the most influential thinkers on exponential technologies, Azeem Azhar of Exponential View, will discuss the economy, AI, and geopolitics in 2025 and beyond.
Missed their session? Watch the recording via Paul Krugman or Exponential View.
10:30 AM ET
Trump, Money, Drones, and Wars
Dr. Pippa Malmgren of Pippa's Pen & Podcast and Dan Denning, Research Director at Bonner Private Research, take on the biggest geopolitical issues investors must deal with in 2025. Urgently, does Donald Trump's new memecoin ($TRUMP) have its roots in an ancient Roman sea battle? More importantly, could it force the Fed to stop inflating away the value of the US dollar AND give Trump a way to circumvent Congress? What happened to the drone story? And are we in a Hot War in Cold Places and a Cold War in Hot Places? What about the new Stargate project?
Missed their session? Watch the recording via Bonner Private Research.
11 AM ET
Charting the Uncharted in 2025: Economics to Geopolitics
Join two renegade thinkers as they chart a course through the unpredictable terrain of 2025. Dominic Frisby of The Flying Frisby will be in conversation with Joel Bowman of Notes from the End of the World for a discussion ranging from economics to geopolitics, with a dash of irreverent humor.
Missed their session? Watch the recording via The Flying Frisby or Notes from the End of the World.
11:30 AM ET
The View from the Bottom: Solo GPs on the Venture Landscape
Mario Gabriele of The Generalist and Packy McCormick of Not Boring will discuss the world of solo General Partners, sharing their perspectives on the opportunities, challenges, and lessons that shape their work in investing.
12 PM ET
Is a Sustainable Recovery on the Horizon?
Data suggests the U.S. may begin to exit a recession in 2025, depending on how policymakers and the economy respond to the delayed recognition of job losses that seem to have started in April 2024. Join Danielle DiMartino Booth, publisher of The Daily Feather and author of the book "Fed Up: An Insider's Take on Why the Federal Reserve is Bad for America," and Adam Taggart of Thoughtful Money as they explore how we can determine if a sustainable recovery is truly underway.
Missed their session? Watch the recording via Thoughtful Money or The Daily Feather.
12:30 PM ET
Opportunities, Risks, and Strategies for Investing in 2025, with Pieter Siegers and Bertrand Seguin
Pieter Siegers of Compounding Quality and Bertrand Seguin of App Economy Insights/How They Make Money will guide you on investing wisely in 2025. Where are the opportunities? And the main risks? To measure is to know. Plenty of examples will be given to inspire you for the new year.
1 PM ET
From Financial Markets to Financial Planning
Douglas Boneparth, founder of Bone Fide Wealth and publisher of The Joint Account, and Sam Ro of TKer.co will discuss the outlook for markets in 2025. What are the risks and opportunities? What does it mean for your finances? And how should individual investors think about it all in the years ahead? They will tackle the timely money questions on everyone's minds right now.
Missed their session? Watch the recording via TKer or The Joint Account.
1:30 PM ET
View from London: Future of the Finance Industry
Stephen Clapham of Behind the Balance Sheet and Marc Rubinstein of Net Interest will discuss the future of the finance industry, offering insights and global perspectives from London.
2 PM ET
How Inflation Will Shape Bond Portfolios in 2025
Kevin Muir of The MacroTourist brings 25 years of trading experience and deep background in macro to this dialogue with Adam Taggart of Thoughtful Money, where they'll discuss what inflation will look like in 2025 and how that will affect your bond portfolio.
2:30 PM ET
Preparing for the Great Wealth Transfer
Ally-Jane Ayers of Money Changes Everything and Lindsey Stanberry of The Purse will discuss how women can prepare for the Great Wealth transfer and ensure that their spending and investing align with their values.
Missed their session? Watch the recording via The Purse or Money Changes Everything.
3:30 PM ET
Prediction for Financial Scams in 2025
Join Matt Taibbi of Racket News and Matt Stoller of BIG to talk about scams and big business in 2025. From self-dealing in the private equity realm to cryptocurrencies to monopolies to TikTok to big tech censorship, how will commerce operate in the second Trump term?
4 PM ET
Decoding the Options and Bond Markets for 2025
Dan Passarelli of Wealth Building with Options and Russell Rhoads of ListDer Research will delve into what the options market reveals about 2025. These financial thought leaders will share insights from the bond market, options volatility, and more, offering guidance on the timing of the next interest rate cuts and strategies likely to succeed in the year ahead.
Missed their session? Watch the recording via Wealth Building with Options or ListDer Research.
5 PM ET
Venture Capital and the Private Markets in 2025
Eric Newcomer of Newcomer and Sequoia Capital partner Andrew Reed will discuss how startup investing is shaping up in 2025. How does the M&A and IPO market look for private venture-backed startups? What are the tradeoffs between staying private and going public right now? They will also explore trends in venture capital, like the rise of megafunds and what Andrew has learned over the years from his Sequoia partners about investing in startups.
Missed their session? Watch the recording via Newcomer.
5:30 PM ET
How Can the U.S. Stay Ahead Technologically?
How can the U.S. stay ahead technologically? What do people really need more of, and how do we get it to them? Noah Smith of Noahpinion and Stripe CEO Patrick Collison tackle the hard-hitting questions.
Missed their session? Watch the recording via Noahpinion.
6 PM ET
Dollars, Bonds, and Their Impact on Digital Currency
Michael Howell of Capital Wars and James Lavish of The Informationist will discuss how movements in the U.S. dollar and bond markets shape the crypto ecosystem, impacting prices, adoption, and market stability.
Missed their session? Watch the recording via Capital Wars or The Informationist.
FAQ
How do I attend Substack’s Market Forecast Summit?
The Substack Market Forecast Summit will be streamed as live videos in the Substack app on Friday, January 31. Download the app to join the conversation.
Do I need to be an expert in finance or business to join these conversations?
Anyone is welcome to join. While some discussions may include industry-specific terms, the insights shared are valuable for anyone interested in understanding the financial and business landscape for the year ahead.
How do I download the Substack app?
Do I need a Substack account to participate?
Yes, you’ll need a Substack account to watch the Market Forecast Summit. Signing up is easy – just create an account through the app or website to get started.
How do I get notifications for upcoming events?
To stay up to date, subscribe to the participating publishers after downloading the app. Enable push notifications, and you’ll receive alerts when your chosen publisher goes live, ensuring you never miss a session.
When can we expect more programming details?
We’re adding new details regularly. Check this website for the latest updates on programming and speakers.
Can I ask questions or participate during the live video?
Each live video will have a chat section where you can interact with other viewers and the participants.
How do I tune into their live video?
Directly within the Substack app. You can either click the push notification when the session begins, or you can visit the publisher’s profile and click on their profile picture to access the live stream.
Will the live video streams be open to the public or only to subscribers?
Anyone with a Substack account can watch these live streams.
I’m unable to make the live video session. Can I watch it later?
Participants may choose to share the video after the live stream. Be sure to check their Substacks for updates.
