In this episode, Howard Chan and Dominique Tersin discuss the latest trends in the market, focusing on the recent earnings season, particularly in the tech sector. They analyze the impact of tariffs, the growth of AI infrastructure, and the performance of various asset classes, including gold. The conversation also delves into economic indicators, inflation trends, and the labor market, providing insights into the potential actions of the Federal Reserve regarding interest rates. The hosts conclude with their outlook for the remainder of the year and strategies for positioning in the current market environment.
Recorded 9/2/2025.This material contains the opinions of the speakers, and such opinions are subject to change without notice. This content is not to be considered as personalized investment advice or a recommendation of any particular security, strategy or investment product.
