Note: The opinions of speakers are their own and not necessarily those of AAII. It is not the policy of AAII or its local chapters, officers or directors to promote any specific investments or techniques of analysis. Presentations are provided solely for informational purposes and should not be construed as solicitations. There are no representations or warranties of any kind, expressed or implied, about the completeness, accuracy, reliability or suitability of meeting information. Investment information presented may not be appropriate for all investors and should be independently verified. For some speakers, html links are provided to their businesses, but AAII and this chapter do not necessarily endorse the products of those businesses.
NOTE: Meetings are in Roetter Hall. You may use the main entrance to enter the building.
2025
January 11, 2025: (Saturday) @ 9 AM PST: “2025 Economic Update” by Andrew Reilly, Market Director, Principal Global Investors. Andrew Reilly has spoken to us in January of each year since 2020. In this talk, he will provide his 2025 Macro Themes Presentation. Andrew says, “Once again, going against the majority of negative predictions (3:1 by my count) paid off! I didn’t expect it to work this well—wow! So, what’s next? We’ll revisit familiar concepts like the Quads and explore new ideas, such as money flows. We’ll also examine key economic indicators, including growth trends, inflation, employment data, and liquidity conditions, to understand where the economy might be headed. Additionally, we’ll compare how the Trump administration’s proposed policies align or differ from 2017, analyzing the potential impacts on the Federal Reserve, trade, and other critical areas.” Join us and learn:
- Trump 2.0 — what to expect this time around
- What are the Quads saying about Growth & Inflation?
- Ed Note: Quads are a construct that Andrew has used in each of his talks to us.
- Does the market need a flush, or can we grind higher still?
*** Due to compliance constraints, the recording and presentation slides will not be available for review after the presentation.
February 8, 2025: (Saturday) @ 9 AM PST: “Post-Election Strategy: Which Investments Will Outperform Under the New Trump Era?” by Mark Skousen, Doti-Spogli chair in free enterprise at the Argyros School of Business and Economics at Chapman University. Mark Skousen, Ph. D., is a university professor, investment expert, and author of over 25 books. He earned his doctorate in 1977 in economics from George Washington University. In 2018, he was awarded the Triple Crown in Economics in 2018 for his work in theory, history and education. He has the unique distinction of having worked for the government (CIA), non-profits (president of FEE), and several for-profit companies. He is the editor of his own website, www.mskousen.com, and is the producer of FreedomFest, “the world‘s largest gathering of free minds,” which meets every July in Las Vegas (www.freedomfest.com). His economics works include The Structure of Production (NYU Press), The Making of Modern Economics (Routledge), Economic Logic (Capital Press), and EconoPower (Wiley & Sons). His investment books include Investing in One Lesson (Capital Press), and The Maxims of Wall Street (Eagle Publishing). Based on his work The Structure of Production, the federal government began publishing in Spring 2014 a broader, more accurate measure of the economy, Gross Output (GO), every quarter along with GDP. Dr. Skousen will explore the performance potential of stocks, bonds, tech, precious metals, energy, dividend earners, bitcoin, real estate, and foreign markets.