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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