Milk Road Macro Market Chaos Now, But a Massive Bullish Decade Ahead w/ Mary Ann Bartels
Oct 14, 2025
Mary Ann Bartels, a legendary Wall Street strategist with extensive experience in equity strategy and ETF research, dives deep into today's market chaos. She predicts a massive bullish decade ahead, with targets of S&P 7,000, Bitcoin at $150K, and gold soaring to $5,000. Bartels discusses the implications of Trump’s trade policies, the potential impact of government shutdowns, and suggests key sectors to focus on, such as tech and crypto. With her fascinating insights, she makes sense of today’s volatility while emphasizing long-term opportunities.
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AI Could Fuel A Late-Decade Bubble
- Mary Ann forecasts a late-decade bubble driven by AI and tech-led enthusiasm.
- She expects S&P and tech gains to be steep and potentially parabolic before a major reset.
Own The Chip Supply Chain
- Prioritize semiconductors and chip makers as core exposure to AI, robotics, and automation demand.
- Recognize chips power nearly every device and will see years of insatiable demand.
Global Markets Are Finding New Leadership
- New secular leadership is emerging outside the U.S., with Japan, Europe and emerging markets gaining traction.
- Global markets broadly are entering a secular bull phase even as the U.S. remains mega-cap concentrated.
