The second quarter of 2025 was anything but dull in the financial world. But despite the turbulence, both US and international stocks finished the first half of the year up over 10%. Over the last 12 months, markets have performed robustly, returning 14-19%.

Bonds have also held their own, with 6% returns over the last year. Investors have endured a roller coaster ride, especially after the dramatic market drop following tariff announcements and the subsequent quick recovery.

Outline of This Episode

• [00:00] More about market volatility and recovery in 2025.
• [03:40] Tariff uncertainty challenges markets.
• [08:08] Gold offers inconsistent long-term real returns, unlike investments that generate cash flow.
• [09:49] The federal funds rate is expected to decrease, leading to lower bank interest rates for consumers.
• [12:56] Stick to your financial plan and ignore distractions to ensure long-term stability.

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📰 See the full show notes here

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