Prescribing Prosperity

What Moved Markets in 2025 and What Comes Next (Ep. 59)

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A lot happened in 2025. Markets moved fast, headlines got louder, and investors were left sorting signals from noise.

In this episode, John and Alex Soutsos break down what actually mattered, and what could shape 2026. They talk about how markets digested political change, tariff fears, rate expectations, and sector rotations, and why long-term investors should focus less on headlines and more on fundamentals.

John and Alex discuss:

  • A year-end review of 2025 market volatility and why “a few things happened” is an understatement
  • Tariffs, inflation myths, and why economic friction does not always mean higher prices
  • Sector rotation, tech concentration, and what healthier market breadth looks like
  • Media narratives, AI bubble headlines, and why investors should question incentives
  • And more!

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        Prescribing ProsperityBy John and Alex Soutsos