In this premiere 2025 episode of Faith Driven Investor, host Richard Cunningham welcomes David Bahnsen, founder and CIO of the Bahnsen Group, alongside regular contributor John Coleman. The conversation begins with a comprehensive review of 2024's market performance, examining how corporate profits exceeded expectations despite earlier recession fears. Bahnsen provides detailed analysis of current market valuations, particularly focusing on the concentration risk in the top 10 companies of the S&P 500 and potential opportunities in small-cap stocks.
The discussion shifts to the implications of Trump's upcoming presidency, with particular focus on deregulation, M&A activity, and trade policy. Bahnsen offers a detailed critique of protectionist positions on the Nippon Steel deal, while Coleman provides perspective on global security implications. The episode also features insights from Coleman's recent piece on Pax Americana and the enduring strength of American innovation and economic leadership.
The conversation concludes with deeper reflection on purpose and meaning, drawing from Bahnsen's 2024 book "Full Time Work and The Meaning of Life," and exploring Christian perspectives on work as a divine calling rather than a curse. Both guests share powerful closing thoughts on God's work in history and the promise of new beginnings in 2025.
Time Stamps: 00:00 - Introduction and holiday reflections 09:45 - 2024 market review 18:30 - Current market valuations and concerns 27:15 - Trump administration and economic policy 35:40 - Discussion of Nippon Steel deal 42:20 - Global security and Pax Americana 48:15 - Work and meaning 53:30 - Closing reflections
Popular Podcasts
Bookmarked by Reese's Book Club
Welcome to Bookmarked by Reese’s Book Club — the podcast where great stories, bold women, and irresistible conversations collide! Hosted by award-winning journalist Danielle Robay, each week new episodes balance thoughtful literary insight with the fervor of buzzy book trends, pop culture and more. Bookmarked brings together celebrities, tastemakers, influencers and authors from Reese's Book Club and beyond to share stories that transcend the page. Pull up a chair. You’re not just listening — you’re part of the conversation.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com