Should We Want a Recession? | News vs. Noise

18/07/2025 23 min

Listen "Should We Want a Recession? | News vs. Noise"

Episode Synopsis

In this month’s edition of News vs. Noise, Eric Dunavant (President of Intentional Ownership) and Carson Rich (Lead Analyst) dive deep into headlines about inflation, interest rates, and recession odds — and separate media panic from economic reality.You’ll walk away with uncommon sense, long-term strategy, and a more peaceful outlook on what’s really happening in the markets.💥 Spoiler: Recession isn’t a disaster—it’s part of the design.🔖 Timestamps:00:00 – Disclaimer & Introduction00:45 – Why “Recession” Headlines Don’t Mean Panic01:30 – What Is a Recession, Really? (Defining GDP & the Cycle)03:00 – The Healthy Role of Recessions in Economic Growth04:10 – Media Fear vs. Market Function05:10 – Why Expansion Needs Contraction06:20 – Bear Markets, Buying Opportunities, and Reframing Risk07:50 – Overdue Recession? Delayed by Interference08:40 – History Lesson: 2000–2003 Tech Bubble & Bear Market10:15 – The Real Danger: Prolonging the Inevitable11:00 – Government Incentives & Election Cycles12:00 – Inflation: Media Noise or Real Threat?13:00 – What Is PCE (Personal Consumption Expenditures) & Why It Matters14:00 – Inflation Numbers Are Dropping… So Why the Fear?15:10 – Should the Fed Cut Rates or Hold?16:10 – Uncertainty Around Tariffs & Global Policy17:00 – Long-Term Strategy: How We Prepare Clients for Recession18:00 – Uncommon Sense: Why We’re Positioned Defensively19:10 – Growth vs. Value: What’s Actually Winning in 2025?20:30 – What P/E Ratios Are Telling Us21:00 – Investing for Opportunity, Not Fear22:00 – Stocks We Hold for Recession Resilience22:45 – Mindset: Abundance, Discipline, and Non-Emotional Investing23:30 – Final Thoughts & What to Expect in July🎯 If you’re thinking long-term and aligning values with strategy, subscribe for more News vs. Noise updates.🔗 Related Resources:→ Learn about the Paradiem Process: paradiem.orgInvestment Advisory services offered through Paradiem, LLC (“Paradiem”) dba Intentional Ownership (I-OWN). Paradiem is a registered investment advisor.Advisory services are only offered to clients or prospective clients where I-OWN and its representatives are properly licensed or exempt from licensure.The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.#IntentionalOwnership #Paradiem #FaithDrivenFinance #GenerationalAbundance #LongTermInvesting #NewsVsNoise

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