Posts tagged economy 2025
Why Today’s Market Strength Isn’t a Bubble (Ep 109)

Lately, markets have been dominated by a few big winners — but this isn’t the dot-com bubble. Productivity’s up, profits are real, and if we’re near a top, it might be time to shore up cash and eye dividend stocks. We’ll also hit interest rates, housing, gold, and why the trade war doomers got it all wrong.

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What's Going On? The Big Beautiful Bill, AI’s Rise & America’s Reinvestment Wave (Ep 108)

We break down the sweeping “Big Beautiful Bill” from tax cuts to AI deregulation and what it means for the economy. Plus, how AI is already doing 30–50% of work at major firms, what current interest rates mean for real estate, and why companies like Apple, Nvidia, and TSMC are pouring billions back into U.S. manufacturing. Is this the start of a true American industrial revival?

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Trade Wars (Ep 106)

Amid rising market volatility and growing uncertainty, global trade tensions are back in focus. In this episode, we unpack how China’s economic behavior, shifting alliances, and Trump’s tariff strategy could be reshaping the postwar order. We’ll look closely at what’s driving the realignment and what it could mean for investors, policymakers, and global markets.

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