Welcome to our latest episode of our podcast "GR8 Financial Sense." In this month's episode, we cover these topics:

• Market Update
• Portfolio Update
• Market Weakness
• Post-Election Digestion
• US Dollar Wrecking Ball
• Crypto – Is it time?
• Looking Ahead – Short Term 2025
• Looking Ahead – Longer Term

In this month's episode, we cover these topics:

• Market Update (starts at 1:01)
• Portfolio Update (1:48)
• Post Election Market Movement - Short Term (2:23)
• Post Election Market Movement - Bigger Picture (5:09)
• Cabinet and Congress will be different (9:20)
• Treasure Secretary & the Fed (11:19)
• Tariffs (13:23)
• Looking Ahead (16:02)

In this month's episode, we cover these topics:

• Market Update (starts at 1:01)
• Portfolio Update (5:32)
• Election Positioning (6:44)
• Buyers & Sellers on BOTH sides (7:42)
• Removing Emotion (9:26)
• Absolute Power…..It is NOT (10:16)
• Outcome Trade? (11:52)
• Looking Ahead (13:44)

In this month's episode, we cover these topics:

• Market Update (starts at 0:35)
• Portfolio Update (2:28)
• Philosophy Behind the Allocation (3:12)
• Structure of the Portfolio (6:50)
• Rate Cut (9:38)
• Inflation Sanity Check (15:55)
• Forward Valuations (17:07)
• Looking Ahead (18:38)

In this month's episode, we cover these topics:

• Market Update (starts at 0:44)
• Portfolio Update (2:09)
• What is NOT normal... (3:25)
• Election (5:14)
• Jackson Hole – Take Jerome Powell at his word? (7:24)
• Jackson Hole – Turbulance (10:26)
• Veracity of Markets (11:20)
• Looking Ahead (12:54)

In this month's episode, we cover these topics:

• Market Update
• Portfolio Update
• Revisit Risk/Volatility
• Long Term Story
• Opportunities
• Tone of the Fed
• Economic Mixed Bag
• Looking ahead

In this month's episode, we cover these topics:

Market Update (starts at 0:50)

Portfolio Update (2:00)

Investor Sentiment/”Higher Still” (3:45)

Not all Indices are Equal (8:55)

Two Sides to the Risk (12:05)

Mid-Year Look Back (15:00)

Remember this environment (16:40)

Looking ahead (18:35)

In this month's episode, we cover these topics:

Market Update (starts at 1:50)

Portfolio Update (3:00)

Earnings & Fundamentals (4:50)

The “Machine” (6:30)

What do you do? (9:50)

Data Dump (13:20)

Looking ahead (15:45)

You can watch the video version here: https://acadviser.wistia.com/medias/sia1mbdjgq