Episode 60 - July 2025

25/08/2025 12 min Episodio 60
Episode 60 - July 2025

Listen "Episode 60 - July 2025"

Episode Synopsis

In this month's episode, we cover these topics:Market Update (Starts at 0:28)Portfolio Update (1:21)Market Influencers: Trade Deals, AI and the Fed (1:59)Impact of One Big Beautiful Bill Act (5:19)OBBBA Impact: Households (7:03)OBBBA Impact: Corporations (8:16)OBBBA Impact: The Economy (8:45)Looking ahead (10:38)