Sign up to save your podcastsEmail addressPasswordRegisterOrContinue with GoogleAlready have an account? Log in here.
May 13, 2025Episode 57 - April 202617 minutesPlayIn this month's episode, we cover these topics:Market Update (starts at 0:43)Portfolio Update (1:47)Volatility Bonanza (4:41)What Caused It (5:55)What Did We See (during volatility in April) – Underlying Themes (7:18)Strategic Uncertainty (9:55)GDP – Recession and the Market (13:55)Looking Ahead (15:42)...moreShareView all episodesBy Ryan Sheffer and Derek Van Solkema511 ratingsMay 13, 2025Episode 57 - April 202617 minutesPlayIn this month's episode, we cover these topics:Market Update (starts at 0:43)Portfolio Update (1:47)Volatility Bonanza (4:41)What Caused It (5:55)What Did We See (during volatility in April) – Underlying Themes (7:18)Strategic Uncertainty (9:55)GDP – Recession and the Market (13:55)Looking Ahead (15:42)...more
In this month's episode, we cover these topics:Market Update (starts at 0:43)Portfolio Update (1:47)Volatility Bonanza (4:41)What Caused It (5:55)What Did We See (during volatility in April) – Underlying Themes (7:18)Strategic Uncertainty (9:55)GDP – Recession and the Market (13:55)Looking Ahead (15:42)
May 13, 2025Episode 57 - April 202617 minutesPlayIn this month's episode, we cover these topics:Market Update (starts at 0:43)Portfolio Update (1:47)Volatility Bonanza (4:41)What Caused It (5:55)What Did We See (during volatility in April) – Underlying Themes (7:18)Strategic Uncertainty (9:55)GDP – Recession and the Market (13:55)Looking Ahead (15:42)...more
In this month's episode, we cover these topics:Market Update (starts at 0:43)Portfolio Update (1:47)Volatility Bonanza (4:41)What Caused It (5:55)What Did We See (during volatility in April) – Underlying Themes (7:18)Strategic Uncertainty (9:55)GDP – Recession and the Market (13:55)Looking Ahead (15:42)