Unraveling 2025: What Shaped the Market And Where Are We Headed?

episode

What's Next For Markets not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

Related

recent transcribed audio

Beenie Man 50 min · 21 Sep 2026 · BagFuel

Drink! That! Bath Water! (SLOMW Recap Ep 1-3) 51 min · 21 Sep 2026 · Two Ts In A Pod with Teddi Mellencamp and Tamra Judge

Rewarding Bad Behavior (SLOMW Recap Ep 4-5) 50 min · 21 Sep 2026 · Two Ts In A Pod with Teddi Mellencamp and Tamra Judge

MOST PATHETIC ICKS... 1h 25m · 21 Sep 2026 · ShxtsNGigs

NRL FINALS WEEK 2 RECAP: 3 HUGE CALLS in Wahs v Knights, Chez & Savala CLINIC beats Sharks 1h 51m · 21 Sep 2026 · Levels with Willie Mason & Justin Horo

Refereeing Controversies Rock the NRL Finals As Knights Stun Warriors | Kenty Blitz 35 min · 21 Sep 2026 · Kenty - Paul Kent NRL Podcast

Report any issue

Source

Recorded22 Jun 2025

Publisherfeeds.buzzsprout.com

Handlerec:8215476

Show notes

In this episode we discuss the market trends and events from the first half of 2025. Joined by Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, the conversation covers the market's responses to policy changes, such as tariffs and deregulation, and the broad economic data trends this year. They highlight the v-shaped recovery and the bifurcation seen across different sectors and factors, indicating a mixed recovery. Emily also provides insight into future market expectations, emphasizing the importance of quality and balanced investment strategies amid continuing uncertainties. The discussion ends with a focus on the risks posed by rising oil prices and ongoing high tariff levels.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Sign in