Summary
In Episode 40 of Market Enthusiast, Noah and Chris dive into the U.S.–Japan trade deal and the ripple effect it’s having on global markets, with the S&P 500 and international indexes hitting all-time highs for the first time since 2017. They cover the value vs. growth shift, strength in small and mid-caps, inflation updates, Fed policy outlook, and why diversification is finally delivering. The episode wraps with timely midyear advice for investors, including checking 401(k) contributions and considering Roth options.
Have Questions? Email marketenthusiast@goodlifefa.com—your question may be featured in a future episode!
Takeaways
- What the new 15% tariff deal means for U.S.–Japan trade, and who’s really benefiting
- How simultaneous highs in the S&P 500 and international ETFs signal a shift
- Why small and mid-caps might be poised to outperform
- The Fed’s inflation readings, September rate cut odds, and political pressure
- What recent economic data (jobs, PPI, CPI) tells us about growth and investor sentiment
- Concerns around cybersecurity, currency volatility, and global tech infrastructure
- Plus: thoughts on Berkshire’s post-Buffett performance, tourism trends, and the return of home price rationality
Disclaimer
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision. Economic forecast set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Summary
In Episode 40 of Market Enthusiast, Noah and Chris dive into the U.S.–Japan trade deal and the ripple effect it’s having on global markets, with the S&P 500 and international indexes hitting all-time highs for the first time since 2017. They cover the value vs. growth shift, strength in small and mid-caps, inflation updates, Fed policy outlook, and why diversification is finally delivering. The episode wraps with timely midyear advice for investors, including checking 401(k) contributions and considering Roth options.
Have Questions? Email marketenthusiast@goodlifefa.com—your question may be featured in a future episode!
Takeaways
Disclaimer
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision. Economic forecast set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
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