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Forget the Headlines: How Smart Money is Investing in 2025

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Manage episode 491064225 series 2969635
Content provided by Left Brain Investment Research and Brian Dress. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Left Brain Investment Research and Brian Dress 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 episode, Left Brain Wealth Management’s Brian Dress (Director of Research) and Noland Langford (CEO & CIO) take a level-headed look at the first half of 2025 and explore where smart investors are putting their money right now — without letting political noise cloud their decisions.

We cover:

• The real risks investors are facing in 2025 • Why mixing politics and investing is a dangerous cocktail • Where we see growth potential: AI, cybersecurity, digital ads & more • An overlooked 13% income opportunity with NLY, with the usual caveats that dividend income is not guaranteed contractually by the company who pays it to investors • What to do with idle cash and old 401(k)s

If you’re sitting on cash or just unsure what to do next — let's talk:

• We specialize in working with professionals, retirees, and high-income earners who want a tailored plan for growth and income. • To book a portfolio review or income analysis with us here, use the contact information below • Set a meeting with Brian

Contact us: Brian Dress, CFA Director of Research | Financial Advisor Left Brain Wealth Management [email protected] (630) 547-3316

0:00 Intro 1:46 Concerns we are hearing from Clients 11:05 Markets vs Washington: The Historical Truth 17:27 Where the "Smart Money" is Going 29:09 Income Securities: The Missing Piece?

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 491064225 series 2969635
Content provided by Left Brain Investment Research and Brian Dress. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Left Brain Investment Research and Brian Dress 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 episode, Left Brain Wealth Management’s Brian Dress (Director of Research) and Noland Langford (CEO & CIO) take a level-headed look at the first half of 2025 and explore where smart investors are putting their money right now — without letting political noise cloud their decisions.

We cover:

• The real risks investors are facing in 2025 • Why mixing politics and investing is a dangerous cocktail • Where we see growth potential: AI, cybersecurity, digital ads & more • An overlooked 13% income opportunity with NLY, with the usual caveats that dividend income is not guaranteed contractually by the company who pays it to investors • What to do with idle cash and old 401(k)s

If you’re sitting on cash or just unsure what to do next — let's talk:

• We specialize in working with professionals, retirees, and high-income earners who want a tailored plan for growth and income. • To book a portfolio review or income analysis with us here, use the contact information below • Set a meeting with Brian

Contact us: Brian Dress, CFA Director of Research | Financial Advisor Left Brain Wealth Management [email protected] (630) 547-3316

0:00 Intro 1:46 Concerns we are hearing from Clients 11:05 Markets vs Washington: The Historical Truth 17:27 Where the "Smart Money" is Going 29:09 Income Securities: The Missing Piece?

  continue reading

100 episodes

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