Gold, Nvidia, & The Election: Our 2025 Predictions 1 Year Later
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Thirteen months ago, we laid out 10 bold predictions for the 2025 economy—now, we’re checking the receipts using our "MythBusters" rating system of Confirmed, Busted, or Plausible. We dive deep into the massive "Confirmed" hits, including Paul’s call on Gold outperforming the S&P 500 and Alan’s prediction of the $500 billion surge into U.S. chip manufacturers like Nvidia. However, not every call was a win; we analyze why American manufacturing struggled under new tariff packages and how the "Rest of Asia" (Vietnam and India) actually became the true procurement winners over China. The team also tackles the harsh reality of the onshore procurement job market, revealing why talent is facing major headwinds as roles continue to shift toward offshore hubs. Join Tom, Alan, and Paul for this transparent look at the macro-economic forces of 2025 and get a head start on our upcoming 2026 outlook.
Procurement, 2025 Predictions, Market Outlook, Gold Prices, Nvidia, Macro Economics, Supply Chain Resilience, Logistics, Tariffs, Economic Trends, Market Analysis, Rebuild Procurement Podcast, Tom Finn, Alan Veeck, Paul Odell-Scott, Gold vs S&P 500 Performance, Nvidia Stock Analysis 2025, Impact of Tariffs on US Manufacturing, Procurement Trends 2025, Supply Chain Shift China to Vietnam, AI Impact on Global GDP, Onshore vs Offshore Procurement Jobs, SaaS Spend Trends 2025, MythBusters Rating, Vietnam Procurement, India Sourcing, Trump Tariffs Impact, 2025 Economic Review, Business Strategy, Global Sourcing, Inflation 2025, Federal Reserve, Interest Rates, Category Management, Sourcing Strategy, AI Chips, Semiconductor Industry, Trade Wars.
#MarketPredictions #GoldInvesting #Nvidia #ProcurementStrategy #SupplyChainLogistics #EconomicOutlook2025 #Tariffs #USManufacturing #BigTech #FinancialAccountability #RebuildProcurement #TomFinn #AlanVeeck #PaulOdellScott
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Apple Podcasts
podcasts.apple.com/us/podcast/rebuild-procurement-podcast/id1768130877
Amazon Music
music.amazon.com/podcasts/4269f220-cf02-42d6-8ddf-4a8f10274d3f/rebuild-procurement-podcast
Spotify
open.spotify.com/show/0WfZWoXNpyYr7raEgdUXrN