Jason and Jeff delve into the volatile market landscape of 2025. They discuss the implications of tariffs, inflation, and their personal investment strategies during turbulent times.
02:29 Market Trends and Personal Portfolio Insights
07:26 Tariffs and Their Impact on the Market
17:28 Investor Strategies and Market Reactions
24:54 Reflecting on Market Timing and Cash Management
25:48 Changing Investment Strategies Over Time
26:21 Challenges of Building Cash Reserves
26:29 Debating Cash Deployment Systems
27:19 Market Volatility and Investment Decisions
29:13 Balancing Cash and Stock Investments
31:42 Inflation and Market Reactions
39:25 Concerns Over Government Debt and Bond Yields
Companies mentioned: ASML, BBB, BEP, FSLR, KNSL, LOB, WD, WRBY
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