Not another forecast webinar

We’re all probably sick of the annual forecast webinars where the experts all tell us what we should expect for the year ahead. As SEM enters our 34th year in business we’ve learned most of these webinars are pointless. Things rarely work out like the experts expect. More often than not this leads to “surprises” that cause investors to overreact (both up and down).

Instead of yet another forecast webinar, SEM chooses to look at what the DATA says so you can set proper expectations. Some of the topics covered in the webinar include:

• What we should expect from tariffs and the Trump 2.0 Trade War
• What the President can and cannot do on Inauguration Day
• The likely impact of some of President Trump's most popular campaign promises
• What could go WRONG in 2025
• How SEM plans to address what is likely to be a volatile year

We split up the webinar replay into the formal presentation and the Q&A portion. You can find both videos below:

If you would like a copy of the slides, click here.