Summary

In this episode of Market Bites, hosts Sam and Josh discuss the unpredictable nature of the market in the first half of the year, touching on various economic indicators, predictions for US equities, the role of the Federal Reserve, sector performance, oil market dynamics, and the current state of cryptocurrency. They emphasize the importance of earnings growth, the volatility of oil prices, and the growing institutional interest in Bitcoin and other cryptocurrencies. The conversation highlights the challenges and opportunities investors face as they navigate a rapidly changing economic landscape.

Takeaways

• Josh is recovering from a serious case of man flu.
• The first half of the year has been anything but quiet in the markets.
• Earnings season is approaching, and it will be crucial for market direction.
• Markets expect 10-12% earnings growth for the S&P 500 this year.
• Oil prices are expected to remain volatile due to geopolitical tensions.
• Gold has been one of the best-performing assets this year.
• Bitcoin has seen significant institutional adoption and ETF flows.
• The adoption of crypto remains low among retail investors.
• The hosts predict Bitcoin could reach $120,000 by the end of the year.
• If major markets drop, Bitcoin is seen as a favorable buy.

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This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

Digest & Invest by eToro is presented by our friends over at: fame.so

Technical Analysis course: https://us02web.zoom.us/webinar/register/WN_FAor_3i6TNO4818uOvqefw

Welcome to "The Daily Voice" - eToro's daily financial outlook

In this podcast, you'll receive valuable insights from eToro's Market Analyst, Sam North on the significant daily financial news, all within a concise time frame of under 5 minutes.

In today’s episode of The Daily Voice, Sam reviews the main headlines from yesterday and previews the day ahead.
Make sure you subscribe and follow eToro on social media: 👇
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Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.

This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication. 
Digest & Invest by eToro is presented by our friends over at: fame.so

What do Apple and Nvidia have in common? They all rely on TSMC, Taiwan Semiconductor Manufacturing Company, one of the most critical tech firms behind today’s AI boom and tomorrow’s data-driven world.

In this episode of Stock Break, eToro Market Analyst Josh Gilbert breaks down how TSMC powers the global tech industry, why it dominates advanced chip manufacturing, and what the risks and opportunities are for investors in 2025 and beyond.

📊 We cover:

🔹What makes TSMC different from Intel and Samsung
🔹How it became the go-to chipmaker for Apple, Nvidia & AMD
🔹Its growth in AI chip demand and future outlook
🔹Risks including tariffs, expansion costs, and geopolitical tension

If you're interested in semiconductor stocks, AI infrastructure, or long-term investing, this is a must-watch!

Watch on YouTube by clicking hereDigest & Invest by eToro is presented by our friends over at: fame.so

In this episode of Market Bites, Sam and Brett discuss the latest retail investor survey results, focusing on the performance of gold, investor sentiment towards the US and global markets, and the top concerns among retail investors, including recession and inflation. They explore how retail investors are adjusting their portfolios in response to market conditions and the implications of these trends for the investment landscape.

Takeaways

Retail investors are optimistic about gold's future performance.
Gold has outperformed the S&P in three of the last five years.
48% of respondents plan to adjust their portfolios due to a weak dollar.
57% expect gold prices to rise in the next 6-12 months.
Investor confidence in the US has decreased compared to global markets.
Concerns about recession are rising among retail investors.
Younger investors are more worried about inflation than older generations.
Retail investors have successfully navigated market dips this year.
The dollar is currently at its lowest against other currencies.
Market conditions can change rapidly, impacting investor sentiment.

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This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

Digest & Invest by eToro is presented by our friends over at: fame.so

Join Sam North as he discusses if the US Dollar index can recover from its recent struggles.

🔹 Why has it struggled recently?
🔹 Why did 'Liberation Day' mark the high of the year
🔹 What are the key levels near where we are trading?
🔹 What could happen next?
🔹 How will traders be looking to play this market?

Make sure you subscribe and follow eToro on social media: 👇
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Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.

This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication. Digest & Invest by eToro is presented by our friends over at: fame.so

Technical Analysis course: https://us02web.zoom.us/webinar/register/WN_FAor_3i6TNO4818uOvqefw

Welcome to "The Daily Voice" - eToro's daily financial outlook

In this podcast, you'll receive valuable insights from eToro's Market Analyst, Sam North on the significant daily financial news, all within a concise time frame of under 5 minutes.

In today’s episode of The Daily Voice, Sam reviews the main headlines from yesterday and previews the day ahead.
Make sure you subscribe and follow eToro on social media: 👇
YouTube: https://www.youtube.com/@etoro?sub_confirmation=1
eToro's platform: https://www.etoro.com/
Facebook: https://www.facebook.com/etoro/
X: https://x.com/eToro
Instagram: https://www.instagram.com/etoro_official
LinkedIn: https://www.linkedin.com/company/etoro/
TikTok: https://www.tiktok.com/@etoro_official
Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.

This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication. 

Digest & Invest by eToro is presented by our friends over at: fame.so

Technical Analysis course: https://us02web.zoom.us/webinar/register/WN_FAor_3i6TNO4818uOvqefw

Welcome to "The Daily Voice" - eToro's daily financial outlook

In this podcast, you'll receive valuable insights from eToro's Market Analyst, Sam North on the significant daily financial news, all within a concise time frame of under 5 minutes.

In today’s episode of The Daily Voice, Sam reviews the main headlines from the weekend and previews the day ahead.
Make sure you subscribe and follow eToro on social media: 👇
YouTube: https://www.youtube.com/@etoro?sub_confirmation=1
eToro's platform: https://www.etoro.com/
Facebook: https://www.facebook.com/etoro/
X: https://x.com/eToro
Instagram: https://www.instagram.com/etoro_official
LinkedIn: https://www.linkedin.com/company/etoro/
TikTok: https://www.tiktok.com/@etoro_official
Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.

This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication. 
Digest & Invest by eToro is presented by our friends over at: fame.so

Technical Analysis course: https://us02web.zoom.us/webinar/register/WN_FAor_3i6TNO4818uOvqefw

Welcome to "The Daily Voice" - eToro's daily financial outlook

In this podcast, you'll receive valuable insights from eToro's Market Analyst, Sam North on the significant daily financial news, all within a concise time frame of under 5 minutes.

In today’s episode of The Daily Voice, Sam reviews the main headlines from yesterday and previews the day ahead.
Make sure you subscribe and follow eToro on social media: 👇
YouTube: https://www.youtube.com/@etoro?sub_confirmation=1
eToro's platform: https://www.etoro.com/
Facebook: https://www.facebook.com/etoro/
X: https://x.com/eToro
Instagram: https://www.instagram.com/etoro_official
LinkedIn: https://www.linkedin.com/company/etoro/
TikTok: https://www.tiktok.com/@etoro_official
Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.

This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication. 

Digest & Invest by eToro is presented by our friends over at: fame.so

🎙️ Confidence & Caution: What Is Really Moving Markets?

📈 Welcome to the Quartey House View from eToro! In this Q3 2025 outlook, our analysts discuss the current investment landscape, highlighting the performance of various asset classes in the first half of the year. They go on to discuss what to expect over the next 3-6 months, what drivers to focus on, and whether the recent recovery we have seen in the stock market can continue.

YouTube Episode: CLICK HERE

Key takeaways;

🔹 A strong Q2 has lead to US equities finishing positive for H1
🔹 The year of policy uncertainty continues
🔹 Tariff's leave the Fed in 'wait-and-see' mode
🔹 Earning season will be key again as the Mag-7 remain in the spotlight
🔹 Europe remains investor-friendly but tariff risks and tech softness is creeping in
🔹 Bitcoin's solid H1 sets the base for another push to all-time-highs

Enjoying our insights?
🎧 Subscribe and leave a quick rating wherever you listen. Share this episode with fellow investors to help them stay ahead of Q2 trends.

Prefer to watch instead? Catch all our discussions on the eToro YouTube channel for a visual deep-dive.

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This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.Digest & Invest by eToro is presented by our friends over at: fame.so

Technical Analysis course: https://us02web.zoom.us/webinar/register/WN_FAor_3i6TNO4818uOvqefw

Welcome to "The Daily Voice" - eToro's daily financial outlook

In this podcast, you'll receive valuable insights from eToro's Market Analyst, Sam North on the significant daily financial news, all within a concise time frame of under 5 minutes.

In today’s episode of The Daily Voice, Sam reviews the main headlines from yesterday and previews the day ahead.
Make sure you subscribe and follow eToro on social media: 👇
YouTube: https://www.youtube.com/@etoro?sub_confirmation=1
eToro's platform: https://www.etoro.com/
Facebook: https://www.facebook.com/etoro/
X: https://x.com/eToro
Instagram: https://www.instagram.com/etoro_official
LinkedIn: https://www.linkedin.com/company/etoro/
TikTok: https://www.tiktok.com/@etoro_official
Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.

This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication. 
Digest & Invest by eToro is presented by our friends over at: fame.so