Where Is The Groupthink Wrong? (November 2025 Edition)

Please join Dhaval Joshi, Chief Strategist, Counterpoint, for a Webcast on Friday, November 21, at 10:30 AM EST, 3:30 PM GMT, 4:30 PM CET.

In the latest edition of this series of Webcasts, Dhaval will explore where the economic and market consensus is at most risk of being wrong.

Specifically, Dhaval will discuss:

1. Why the world’s fate hangs on 2.5 million older Americans.
2. Why the bigger risk is that a stock market crash triggers a recession, and not the other way round.
3. Why the Fed’s 2 percent inflation target is dead.
4. Why asset allocators must pay more attention to ‘skew’.
5. The latest asset allocation signals from our proprietary complexity indicators.