Soar Financially, Released on 2/9/25 (Recorded on 2/6/25)

In this episode of Soar Financially, Kai Hoffmann talks with Edward Dowd, founder of Phinance Technologies, about the U.S. economy and the risk of a global recession. They discuss how illegal immigration affects the housing market, the AI stock bubble, and why deflation could replace inflation as a concern. Dowd also shares his thoughts on Trump’s economic policies, the future of the dollar, and why sovereign bonds may be the safest option in a shaky market.

00:00 – Introduction & Guest Welcome
00:53 – Edward Dowd’s Market Overview
02:23 – The Role of Illegal Immigration in the Economy
05:12 – Key Economic Indicators & Forecasting
08:16 – Trump’s Economic Policies & Potential Impact
13:33 – Housing Market Trends & Deflation Risks
18:50 – Fiscal Deficits & Economic Restructuring
22:46 – The Future of the U.S. Dollar & Global Economics
28:00 – Inflation vs. Deflation Debate
32:22 – Trump’s Trade Policies & Tariffs Explained
37:24 – AI Bubble & Stock Market Risks
41:08 – The Role of Government in AI & National Security
42:28 – U.S. Dollar Strength & Gold Market Insights
46:45 – Investment Strategies for 2025
47:52 – Where to Follow Edward Dowd
48:10 – Closing Remarks & Next Steps

Edward Dowd is currently a Founding Partner of Phinance Technologies, a global macro alternative investment firm. He is also author of the book “Cause Unknown”: The Epidemic of Sudden Deaths in 2021 & 2022 & 2023. Edward has worked on Wall Street most of his career, spanning both credit markets and equity markets. Some of the firms he worked for include HSBC, Donaldson Lufkin & Jenrette and Independence Investments. Most notably, he worked at Blackrock as a portfolio manager where he managed a $14 billion Growth equity portfolio for ten years. After BlackRock, he founded OceanSquare Asset Management with two former BlackRock colleagues.

  AI, economy, ed dowd, gold, housing market crash, investing, market crash, recession