Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Content provided by Faith Driven Investor, John Coleman, and Luke Roush. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Faith Driven Investor, John Coleman, and Luke Roush or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Episode 188 - Marks on the Markets: 2025 Economic Outlook with David Bahnsen
Manage episode 461275672 series 2568914
Content provided by Faith Driven Investor, John Coleman, and Luke Roush. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Faith Driven Investor, John Coleman, and Luke Roush or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this premiere 2025 episode of Faith Driven Investor, host Richard Cunningham welcomes David Bahnsen, founder and CIO of the Bahnsen Group, alongside regular contributor John Coleman. The conversation begins with a comprehensive review of 2024's market performance, examining how corporate profits exceeded expectations despite earlier recession fears. Bahnsen provides detailed analysis of current market valuations, particularly focusing on the concentration risk in the top 10 companies of the S&P 500 and potential opportunities in small-cap stocks.
The discussion shifts to the implications of Trump's upcoming presidency, with particular focus on deregulation, M&A activity, and trade policy. Bahnsen offers a detailed critique of protectionist positions on the Nippon Steel deal, while Coleman provides perspective on global security implications. The episode also features insights from Coleman's recent piece on Pax Americana and the enduring strength of American innovation and economic leadership.
The conversation concludes with deeper reflection on purpose and meaning, drawing from Bahnsen's 2024 book "Full Time Work and The Meaning of Life," and exploring Christian perspectives on work as a divine calling rather than a curse. Both guests share powerful closing thoughts on God's work in history and the promise of new beginnings in 2025.
Time Stamps: 00:00 - Introduction and holiday reflections 09:45 - 2024 market review 18:30 - Current market valuations and concerns 27:15 - Trump administration and economic policy 35:40 - Discussion of Nippon Steel deal 42:20 - Global security and Pax Americana 48:15 - Work and meaning 53:30 - Closing reflections
196 episodes
Share
Manage episode 461275672 series 2568914
Content provided by Faith Driven Investor, John Coleman, and Luke Roush. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Faith Driven Investor, John Coleman, and Luke Roush or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
In this premiere 2025 episode of Faith Driven Investor, host Richard Cunningham welcomes David Bahnsen, founder and CIO of the Bahnsen Group, alongside regular contributor John Coleman. The conversation begins with a comprehensive review of 2024's market performance, examining how corporate profits exceeded expectations despite earlier recession fears. Bahnsen provides detailed analysis of current market valuations, particularly focusing on the concentration risk in the top 10 companies of the S&P 500 and potential opportunities in small-cap stocks.
The discussion shifts to the implications of Trump's upcoming presidency, with particular focus on deregulation, M&A activity, and trade policy. Bahnsen offers a detailed critique of protectionist positions on the Nippon Steel deal, while Coleman provides perspective on global security implications. The episode also features insights from Coleman's recent piece on Pax Americana and the enduring strength of American innovation and economic leadership.
The conversation concludes with deeper reflection on purpose and meaning, drawing from Bahnsen's 2024 book "Full Time Work and The Meaning of Life," and exploring Christian perspectives on work as a divine calling rather than a curse. Both guests share powerful closing thoughts on God's work in history and the promise of new beginnings in 2025.
Time Stamps: 00:00 - Introduction and holiday reflections 09:45 - 2024 market review 18:30 - Current market valuations and concerns 27:15 - Trump administration and economic policy 35:40 - Discussion of Nippon Steel deal 42:20 - Global security and Pax Americana 48:15 - Work and meaning 53:30 - Closing reflections
196 episodes
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Similar to Faith Driven Investor
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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continue reading
Fr. Larry Richards is the founder and president of The Reason for our Hope Foundation, a non- profit organization dedicated to ”spreading the Good News” by educating others about Jesus Christ. His new homilies are posted each week.
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