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Q1 Market Recap: Tariffs, Inflation, and Growth—Reading Between the Headlines
Are tariffs the problem or just a symptom? Recent tariff announcements are stirring up uncertainty. What does that mean for inflation, economic growth, and investor sentiment?
In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA, are joined by Monument Wealth Management’s Portfolio Management team Erin M. Hay, CFA, CMT®, and Nate W. Tonsager, CIPM® to address the biggest market headlines in the first quarter of 2025.
Dave breaks down where we’ve seen the biggest market swings, Erin digs into how sector rotation and technical indicators are shaping his outlook, and Nate explains that market volatility works both ways and isn't just to the downside.
The conversation then delves deeper into the realities of market volatility, exploring why corrections and sharp sell-offs are less about impending doom and more about natural market cycles. Hear their candid discussion on the challenges of timing the market, the importance of maintaining a cash buffer, and why a long-term strategy remains your best defense amid short-term noise.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/
Episode Timeline/Key Highlights:
0:00 Introduction & Important Disclosure
1:30 What Happened in the Q1 Market
2:40 Important Headlines from Q1
10:17 Tariffs and What They Mean for Investors
15:30 What Investors May Be Missing
25:30 Getting Lost in the Headlines
28:30 How to Deal with Volatility in the Market
37:30 Concluding Thoughts
Connect with Monument Wealth Management:
Visit our website: https://bit.ly/monumentwealthwebsite
Follow us on Instagram: https://bit.ly/MonumentWealthIG
Connect on LinkedIn: https://bit.ly/MonumentWealthLI
Connect on Facebook: https://bit.ly/MonumentWealthFB
Connect on YouTube: https://bit.ly/YouTubeMWMFit
Subscribe to our Private Wealth Newsletter: https://bit.ly/monumentunfiltered
About “Off the Wall”:
OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.
Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.
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By Monument Wealth ManagementAre tariffs the problem or just a symptom? Recent tariff announcements are stirring up uncertainty. What does that mean for inflation, economic growth, and investor sentiment?
In this episode of Off the Wall, hosts Jessica Gibbs, CFP®, and David B. Armstrong, CFA, are joined by Monument Wealth Management’s Portfolio Management team Erin M. Hay, CFA, CMT®, and Nate W. Tonsager, CIPM® to address the biggest market headlines in the first quarter of 2025.
Dave breaks down where we’ve seen the biggest market swings, Erin digs into how sector rotation and technical indicators are shaping his outlook, and Nate explains that market volatility works both ways and isn't just to the downside.
The conversation then delves deeper into the realities of market volatility, exploring why corrections and sharp sell-offs are less about impending doom and more about natural market cycles. Hear their candid discussion on the challenges of timing the market, the importance of maintaining a cash buffer, and why a long-term strategy remains your best defense amid short-term noise.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/
Episode Timeline/Key Highlights:
0:00 Introduction & Important Disclosure
1:30 What Happened in the Q1 Market
2:40 Important Headlines from Q1
10:17 Tariffs and What They Mean for Investors
15:30 What Investors May Be Missing
25:30 Getting Lost in the Headlines
28:30 How to Deal with Volatility in the Market
37:30 Concluding Thoughts
Connect with Monument Wealth Management:
Visit our website: https://bit.ly/monumentwealthwebsite
Follow us on Instagram: https://bit.ly/MonumentWealthIG
Connect on LinkedIn: https://bit.ly/MonumentWealthLI
Connect on Facebook: https://bit.ly/MonumentWealthFB
Connect on YouTube: https://bit.ly/YouTubeMWMFit
Subscribe to our Private Wealth Newsletter: https://bit.ly/monumentunfiltered
About “Off the Wall”:
OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.
Learn more about our hosts, Dave and Jessica on our website at https://monumentwealthmanagement.com.