Sign up to save your podcasts
Or
Share Fall 2025 Market Update Webinar
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Fall 2025 Market Update Webinar
Listen to the replay of our Fall 2025 Market Update Webinar - and catch up on the market at your convenience. Originally recorded live on October 22nd, 2025 - we examine the crossroads of policy, inflation, and growth, and discuss strategies to help investors navigate the uncertainty ahead.
Markets wrapped up the summer on a strong note, fueled by expectations of Fed rate cuts, steady U.S. consumer demand, and easing inflation pressures. Still, concerns linger as a softer labor market, China’s slowdown, and ongoing trade policy headwinds raise questions about the durability of global growth and the path of inflation.
How long can the optimism last - and what could shifting economic conditions mean for equities, bonds, and international markets?
Here's what was discussed!
Introduction & Firm Overview (00:00:00)
AI Investment Boom - Spending, Risks, Bubbles and Discipline (00:04:00)
Valuations (00:24:55)
S&P 500 Index Profit Margin vs. P/E Ratio (00:28:21)
Consumer Sentiment (00:34:33)
Valuations - Deeper Dive (00:39:40)
Silver & Gold (00:48:30)
Govt Shutdown, Q&A and Closing Remarks (00:53:47)
Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.
View all episodes
By Amplified WealthListen to the replay of our Fall 2025 Market Update Webinar - and catch up on the market at your convenience. Originally recorded live on October 22nd, 2025 - we examine the crossroads of policy, inflation, and growth, and discuss strategies to help investors navigate the uncertainty ahead.
Markets wrapped up the summer on a strong note, fueled by expectations of Fed rate cuts, steady U.S. consumer demand, and easing inflation pressures. Still, concerns linger as a softer labor market, China’s slowdown, and ongoing trade policy headwinds raise questions about the durability of global growth and the path of inflation.
How long can the optimism last - and what could shifting economic conditions mean for equities, bonds, and international markets?
Here's what was discussed!
Introduction & Firm Overview (00:00:00)
AI Investment Boom - Spending, Risks, Bubbles and Discipline (00:04:00)
Valuations (00:24:55)
S&P 500 Index Profit Margin vs. P/E Ratio (00:28:21)
Consumer Sentiment (00:34:33)
Valuations - Deeper Dive (00:39:40)
Silver & Gold (00:48:30)
Govt Shutdown, Q&A and Closing Remarks (00:53:47)
Nothing contained in this presentation should be construed as personalized advice, or solicitation to buy or sell any securities. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or non-investment related content in this Podcast will be profitable or suitable for your individual situation. Due to changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions. The opinions expressed in this podcast are those of the participants and may not reflect those of the firm. To the extent you have any questions regarding the applicability of anything discussed to your individual situation, you are encouraged to consult with the professional advisor of your choosing. The firm is neither a law firm, nor a certified public accounting firm, and no portion of this content should be construed as legal or accounting advice.