John Sakowicz hosts the podcast “Heroes and Patriots,” which focuses on topics related to national security, intelligence, and foreign policy. The show originally began as “All About Money” before being rebranded in 2014 to reflect a broader range of subjects, including national security issues. It airs live on the first and fifth Thursday of each month at 9 AM Pacific Time on KMUD, a community radio station in California[1][3][4].
The podcast features a variety of guests, including Nobel Laureates, Pulitzer Prize winners, members of Congress, and experts from various fields. Archived episodes are available as podcasts, and the show has a dedicated website where listeners can access past broadcasts and additional content[1][3].
John Sakowicz is also a political candidate known for his involvement in local governance. His campaign for the 1st District Board of Supervisor in Mendocino County, California emphasized community engagement and local issues pertinent to the district. Below are some recent predictions he made, summarized by A.I.
1. Stock Market Performance: The S&P 500 is expected to achieve its fourth consecutive year of over 20% gains in 2025, driven by strong corporate earnings growth of 10-13%. However, P/E ratios may approach levels seen during the 1999 internet bubble, suggesting a potential market correction.
2. Bitcoin and Cryptocurrency: President Trump is predicted to establish a significant Bitcoin reserve, purchasing $25 billion initially, with a goal of acquiring 1 million Bitcoins by the end of his term. This move could propel Bitcoin’s value to over $200,000.
3. Geopolitical Developments: Tensions with Russia will lead to negotiations over Ukraine, resulting in a settlement that allows Russia to retain Crimea. Meanwhile, escalating tensions with China may result in military confrontations and economic sanctions.
4. Energy Sector Evolution: The demand for electricity will surge due to data centers and electric vehicles, leading to increased fossil fuel production and a rise in small modular nuclear reactors (SMRs) as a key investment opportunity.
5. Inflation and Federal Reserve Policy: Inflation is expected to average slightly over 3%, prompting only one rate cut from the Federal Reserve early in the year, while long-term interest rates rise.
6. Emerging Markets: Emerging markets and European stocks are likely to underperform compared to U.S. equities.
Recommendations:
– Investment Strategy: Consider taking profits and shorting indexes as valuations peak. Allocate a portion of your portfolio (around 5%) to cryptocurrencies through established brokerage accounts or ETFs focused on Bitcoin and digital payments.
– Energy Investments: Look into stocks related to small modular reactors (e.g., NuScale Power and BWX Technologies) as they are anticipated to become significant players in the energy sector.
– Bonds Allocation: Adjust bond investments in response to rising long-term interest rates, particularly allocating towards bonds as yields exceed 5%.
– Shorting Chinese Stocks: Given the expected economic sanctions and tensions with China, consider shorting the Chinese stock market through ETFs like Direxion’s Daily FTSE China Bear 3X Shares (YANG).
Read More
[1] https://www.investopedia.com/what-to-expect-from-the-us-stock-market-in-2025-8762883
[2] https://www.inc.com/phil-rosen/stock-market-outlook-economic-investors-fed-rate-cut-earnings-inflation/91101687
[3] https://www.businessinsider.com/chatgpt-stock-market-predictions-ai-rates-bitcoin-inflation-sp500-tech-2025-1
[4] https://www.nytimes.com/2024/12/31/business/stock-market-2025-predictions.html
[5] https://www.goldmansachs.com/insights/articles/will-european-stocks-rally-in-2025
[6] https://www.washingtonpost.com/business/2025/01/02/earnings-growth-uncertainty-2025/fc2c2ac2-c8f8-11ef-a9b8-74e0b395057f_story.html
[7] https://www.morningstar.co.uk/uk/news/258763/equity-strategy-monthly-what-to-expect-in-2025.aspx
[8] https://clearingcustody.fidelity.com/insights/topics/market-commentary/whats-ahead-for-stocks-in-2025
[9] https://am.jpmorgan.com/fi/en/asset-management/institutional/insights/market-insights/investment-outlook/equity-outlook/
[10] https://finance.yahoo.com/news/2025-stock-market-predictions-big-100000375.html
[11] https://www.reuters.com/markets/us/trump-broader-growth-focus-us-companies-prepare-q4-reports-2025-01-09/
[12] https://www.cnn.com/2025/01/01/investing/what-to-expect-from-stocks-in-2025/index.html
[13] https://johnsakowicz.com/short-bio
[14] https://live-sas-www-polisci.pantheon.sas.upenn.edu/people/standing-faculty/ian-lustick
[15] https://heroespatriots.org
[16] https://johnsakowicz.com
[17] https://www.facebook.com/jjsakowicz/
[18] https://www.youtube.com/watch?v=K-orIU3w8S4
[19] https://www.youtube.com/channel/UCu6z3euMoJZ76AbVzHBTQmg