Welcome to Episode 25 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with us here at Barnes Capital Group.

In this episode, we examine the major financial storylines as we move through the fourth quarter of 2025. Our Chief Investment Officer, Chris Zaccarelli, returns to provide timely insights into the factors driving market sentiment - including concerns about a government shutdown, the long-term impact of tariffs, and shifting expectations around interest rate policy.

Tune in to gain a deeper understanding of how market resilience, macroeconomic uncertainty, and policy decisions may shape your investment approach into year-end and beyond.

Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.

To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.

Welcome to Episode 24 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with us here at Barnes Capital Group.

In this episode, we kick things off with a conversation about the great outdoors. I’m joined by special guest Brisman White, a Montana-based fly fishing and hunting guide, who shares what makes Montana such a memorable destination - whether you're a seasoned angler or trying it for the first time.

Then, our Chief Investment Officer, Chris Zaccarelli, joins us to talk through the “two T’s” driving the market—tariffs and technology. From inflation concerns and the Fed’s next move to the rebound in AI-driven tech stocks, we unpack what it all means for investors and how to stay grounded in the face of ongoing uncertainty.

Tune in to enhance your understanding of the financial market's intricacies and to refine your investment strategies based on expert insights. Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.

To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.

Welcome to Episode 23 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with Barnes Capital Group.

In this episode, we break down the dramatic market movements at the start of Q2 2025, driven by the announcement—and rapid rollback—of sweeping new tariffs from President Trump. We explore how this policy whiplash is fueling uncertainty, what it means for global trade, and how investors can navigate the volatility.

Tune in to enhance your understanding of the financial market's intricacies and to refine your investment strategies based on expert insights. Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.

To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.

Welcome to Episode 22 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with Barnes Capital Group.

In this episode, we dive into key financial topics for 2025, including retirement planning strategies, the latest market trends, and how interest rates, tariffs, and AI advancements could impact the economy.

Tune in to enhance your understanding of the financial market's intricacies and to refine your investment strategies based on expert insights. Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.

To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.

Welcome to Episode 21 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with Barnes Capital Group.

Get the latest on how election results, Warren Buffett's investment strategy, and sector earnings surprises are shaping the market. From AI-driven utility investments to economic predictions, we break down what investors need to know this quarter.

Tune in to enhance your understanding of the financial market's intricacies and to refine your investment strategies based on expert insights. Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.

To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.

Welcome to Episode 20 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with Barnes Capital Group. In this episode, we're reviewing the highlights and key developments from the second quarter of 2024 and looking ahead to what the rest of the year might bring, particularly as we approach the election season.

Join Stan Barnes, Eddie Hatch, and our Chief Investment Officer, Chris Zaccarelli, as they discuss the significant trends and events of the past few months and their potential impact on future market movements.

Our team of experts will delve into the primary factors influencing recent market behavior, address the challenges investors have faced, and identify potential opportunities as we move through 2024 and into this crucial election period.

Tune in to enhance your understanding of the financial market's intricacies and to refine your investment strategies based on expert insights. Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.

To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.

Welcome to Episode 19 of the Barnes Quarterly Podcast, your essential guide to navigating the financial markets with Barnes Capital Group.In this episode, we're diving into a comprehensive review of the first quarter of 2024 as we step into the second quarter with renewed perspectives.

Join Stan Barnes, Eddie Hatch, and our Chief Investment Officer, Chris Zaccarelli, as they reflect on the pivotal moments and trends from the beginning of the year and discuss their implications on both current and future market dynamics.Together, our experts will explore the key drivers behind the recent market behaviors, dissect the challenges investors faced, and forecast the potential opportunities that lie ahead in 2024.

Tune in to enhance your understanding of the financial market's intricacies and to refine your investment strategies based on expert insights. Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.

To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.

Welcome to Episode 18 of the Barnes Quarterly Podcast, your go-to source for insights into the financial world, courtesy of Barnes Capital Group.

As we wrap up 2023 and peek into 2024, this episode offers a thoughtful reflection on the past year's market trends and a glimpse into what the future might hold.

Stan Barnes, Eddie Hatch, and our Chief Investment Officer, Chris Zaccarelli, together bring a wealth of knowledge and experience to the table. They'll guide us through the key events of 2023, dissecting their impact on the financial landscape, and share their thoughts on the upcoming year's potential challenges and opportunities.

Tune in to gain a deeper understanding of the financial market's dynamics and how they might affect your investment strategies.

Don't forget to subscribe to stay updated with our latest episodes and share with friends and colleagues who might find this information valuable.

For more about Barnes Capital Group and how we can assist you, please visit our website at barnescapgroup.com.

Welcome to the 17th Episode of Barnes Quarterly, the insightful podcast brought to you by Barnes Capital Group.

This episode is brimming with essential discussions and analyses as we transition into the last quarter of 2023. We are thrilled to have Chris Zaccarelli join us in-person for an engaging conversation that traverses the realms of financial markets and the broader economy.

Chris, with his profound knowledge and industry acumen, shares his viewpoints on the unfolding market dynamics and what the indicators are signaling as we venture into Q4. Don't forget to subscribe to our channel to stay updated with the latest episodes, and share this podcast with your network to spread the financial insights.

For more information about Barnes Capital Group and our services, visit our website at barnescapgroup.com

In this Q3 2023 episode of Barnes Quarterly, we'll check in with our CIO, Chris Zaccarelli on market observations and outlooks as we move into the second half of the year.