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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157. Market Vibes 2025
Manage episode 488095814 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro 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.
Jason and Jeff delve into the volatile market landscape of 2025. They discuss the implications of tariffs, inflation, and their personal investment strategies during turbulent times.
02:29 Market Trends and Personal Portfolio Insights
07:26 Tariffs and Their Impact on the Market
17:28 Investor Strategies and Market Reactions
24:54 Reflecting on Market Timing and Cash Management
25:48 Changing Investment Strategies Over Time
26:21 Challenges of Building Cash Reserves
26:29 Debating Cash Deployment Systems
27:19 Market Volatility and Investment Decisions
29:13 Balancing Cash and Stock Investments
31:42 Inflation and Market Reactions
39:25 Concerns Over Government Debt and Bond Yields
Companies mentioned: ASML, BBB, BEP, FSLR, KNSL, LOB, WD, WRBY
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Subscribe to our portfolio on Savvy Trader
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Twitter: @InvestingPod
Check out our YouTube channel for more content:
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To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted
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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube
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199 episodes
Share
Manage episode 488095814 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro 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.
Jason and Jeff delve into the volatile market landscape of 2025. They discuss the implications of tariffs, inflation, and their personal investment strategies during turbulent times.
02:29 Market Trends and Personal Portfolio Insights
07:26 Tariffs and Their Impact on the Market
17:28 Investor Strategies and Market Reactions
24:54 Reflecting on Market Timing and Cash Management
25:48 Changing Investment Strategies Over Time
26:21 Challenges of Building Cash Reserves
26:29 Debating Cash Deployment Systems
27:19 Market Volatility and Investment Decisions
29:13 Balancing Cash and Stock Investments
31:42 Inflation and Market Reactions
39:25 Concerns Over Government Debt and Bond Yields
Companies mentioned: ASML, BBB, BEP, FSLR, KNSL, LOB, WD, WRBY
*****************************************
Join our Patreon
Subscribe to our portfolio on Savvy Trader
*****************************************
Email: [email protected]
Twitter: @InvestingPod
Check out our YouTube channel for more content:
******************************************
To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted
******************************************
Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube
******************************************
199 episodes
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Similar to Investing Unscripted
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
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
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…
continue reading
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…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
Stephan Piscano founder of The Real Estate Networking Group the largest real estate group online interviews experts in real estate, finance, sports, motivation and more as we use common sense concepts to give investors insights on financial markets and have a lot of fun talking sports, politics and business motivation as well!
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
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