In this episode; Nimble is the word for investors heading into 2025! While it’s always important to pay close attention to asset allocation, Joshua details how historical data points to 2025 being a year where more drastic portfolio ‘nimbleness' may be required. Also, Joshua dives into some misleading headlines from the recent issue of Baron’s, and discusses why we’re still hearing about the Recession boogey man from two years ago. And, there’s a recap of earnings season and other current market data.

In this episode; Joshua discusses the horrifying fires in Los Angeles and how they may impact upcoming employment and other economic data. And, Joshua looks at the wave of Executive Orders President Trump signed on his first day in office, and connects some of them to the last Fed meeting. More historical data is applied to the current market in an attempt to prepare SWM clients and other investors for a year that may see a tale of two halves. And the last part of the show features a conversation about the future relationship between cryptocurrency and the U.S. government.

In this episode; Welcome to 2025 and the first The Final Shepherd Podcast of season 5! Joshua goes over recent financial and market news, including comments NVIDIA’s CEO made to Congress. Joshua also gives a deep dive into the recently released Fed minutes from last month’s Fed meeting, but the Fed’s recent behavior while answering questions is still perplexing investors. And, we bring out the historical data to help with our market expectations for 2025.