Remy Blaire engages in a compelling discussion with Mary Ann Bartels, the Chief Investment Strategist at Sanctuary Wealth. The conversation centers around the current dynamics of the financial markets as they approach the end of 2025, highlighting both equity averages and the cryptocurrency landscape.
Remy opens the segment by noting the significant volatility experienced in the markets throughout the year, including steep selloffs in March and April. Despite these fluctuations, all three major equity averages have managed to achieve double-digit percentage gains year-to-date. In contrast, major cryptocurrencies like Bitcoin and Ethereum are down by double digits, prompting a deeper examination of the digital asset space.
Mary Ann shares her insights on the S&P 500, revealing that Sanctuary Wealth has set a price target of 7,000 for the index by the end of the year, with an even more ambitious forecast of 7,500 for the following year. She emphasizes the importance of breaking out to new highs and discusses the expected volatility that typically accompanies midterm election years, particularly between April and September.
The conversation shifts to the cryptocurrency market, where Remy asks Mary Ann about the recent trends affecting Bitcoin. Despite a decline in value, Mary Ann reassures listeners that the long-term uptrend for Bitcoin remains intact. She suggests that the 80,000 level could serve as a critical support point, potentially leading to a rally in the near future.
As they delve into sector performance, Remy highlights the healthcare sector, which has outperformed the S&P 500 recently. Mary Ann points out that while healthcare has seen a mean reversion trade, the biotech space is emerging as a leader within the sector. She encourages investors to consider biotech as they look to add to their healthcare exposure heading into 2026.