Earnings Outlook

Investing Playbook for H2 2025: Quality, AI, and Gold


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We discuss the market outlook & best investment strategies for the second half.

(1:00) - Breaking Down The Current Market Performance: Should Investors Stay Optimistic? (4:15) - Is Now A Good Time To Take On More Risk In Your Portfolio? (6:35) - Market Themes Investors Should Keep Their Eyes On (9:50) - How Should You Look To Invest Into AI As The Industry Broaden? (14:45) - Diversifying Your Portfolio In The Current Market Environment (18:30) - Key Takeaways From The Most Recent ETF Inflows (21:25) - Episode Roundup: QUS, QUAL, XNTK, QQQE, XAR, ITA, GLD, IAUM [email protected]

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Earnings OutlookBy Sheraz Mian


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