January 28, 2025

Episode 82: Will 2025 Bring More Volatility? Expert Market Outlook with Phil Blancato

36 minutes

What should you expect in 2025? Will market volatility and inflation trends continue to dominate the economy? In this dynamic episode of Stuff About Money They Didn’t Teach You in School, host Erik Garcia, CFP®, sits down with Phil Blancato, Chief Market Strategist for Osaic Wealth Management and CEO of Ladenburg Thalmann, to break down the biggest surprises of 2024 and what’s ahead for the markets. They dive into whether the explosive growth of the Magnificent 7 tech giants can continue and discuss how market corrections and volatility could impact investors in the coming year.

Are you ready for potential market pullbacks in 2025? Erik and Phil share practical strategies to help you navigate economic uncertainty and position your portfolio for long-term success. Tune in for valuable insights and expert guidance on managing risk in today’s unpredictable market. If you find this episode helpful, follow the show and share it with someone who’s looking to make smarter financial moves this year!

Episode Highlights:

Phil emphasizes separating emotions from investments with his philosophy: "The market doesn’t love you, don’t love it." (04:09)

Phil explains the persistent inflation in 2024 and its impact on Federal Reserve policies. (05:13)

Global monetary interventions since 2008 have created an unprecedented economic environment. (07:06)

Erik reflects on 2024’s record market performance and inflation challenges. (08:35)

Phil predicts a return to "normal" market conditions in 2025 and sees opportunities in U.S. equities and bonds. (17:21)

Phil discusses the dominance of big tech and advises diversification to mitigate risk. (18:12)

Erik highlights the importance of aligning investment decisions with overall financial goals. (26:13)

AI, crypto, and energy will drive emerging market opportunities in 2025. (30:35)

Phil closes by advising investors to focus on long-term strategies. (32:37)

Key Quotes:

“Risk plus time equals reward. Real simple. Risk plus time equals reward. The market doesn't love you, don't love it, and you'll do just fine” - Phil Blancato

“Think about being invested in the supply chain for AI, not just an AI company like NVIDIA, all the parts that are needed to make a chip or the software to build it. I think that residual component is quite interesting.” - Phil Blancato

“The world is generally deflationary, and by that I mean productivity, the more productive we are creates deflation.” - Phil Blancato

Resources Mentioned:

Phil Blancato

Osaic Wealth Management

Ladenburg Thalmann

Erik Garcia, CFP®, BFA

Xavier Angel, CFP®, ChFC, CLTC

Plan Wisely Wealth Advisors

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By Erik Garcia, CFP®, Xavier Angel

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