Listen "Why the Stock Market Is Defying Expectations in 2025 with Amit Chandan"
Episode Synopsis
This week, Vinney Chopra sits down with Amit Chandan, a seasoned investor who has consistently outperformed benchmarks in both U.S. and Asian markets. Amit has built companies around alternative investments and helps sophisticated investors make smarter financial decisions. His ability to break down complex market movements into plain language makes this episode a must-listen. We cover timely and practical topics, including: 👉🏻 The surprising link between mortgage rates and long-term bonds 👉🏻 Why healthcare looks “broken” but may be a hidden opportunity 👉🏻 The role of EPS and valuations in sustaining market growth 👉🏻 How $7 trillion parked in money markets may reenter equities Amit also unpacks the psychology of investing—why people panic at dips, how “cash rotation” drives sector winners, and what election cycles teach us about market behavior. His message is clear: fundamentals matter more than headlines. If you’ve been wondering whether now is the right time to buy, sell, or stay patient, this episode offers grounded insights that can help guide your next move. Don’t miss this chance to learn how to turn uncertainty into opportunity. ---- TIMESTAMP: 00:00:00 Introduction & Welcome 00:02:30 Stock Market YTD Performance 00:04:30 April Crash & Investor Reactions 00:06:30 Sector Performance & Cash Rotation 00:08:30 Seasonality: August & September Trends 00:10:30 Moving Averages & Market Corrections 00:13:30 Historical Studies on Market Dips 00:15:30 Election Cycles & Market Patterns 00:18:30 Fundamentals: Profit Margins & EPS Growth 00:20:30 Q2 Earnings Results & Sector Breakdowns 00:22:30 Valuations, PE & PEG Ratios 00:25:30 Tailwinds Driving the 2025 Rally 00:28:30 Trump’s Economic Policies & Stimulus 00:31:00 Fed Rates, Inflation & Oil Prices 00:33:30 Mortgage Rates & Treasury Yields Explained 00:37:00 GDP Growth & Tariff Impacts 00:41:30 Dollar Index & Global Trade Effects 00:44:00 $7 Trillion in Money Market Funds 00:47:00 Healthcare Sector Deep Dive 00:53:00 Key Takeaways & Final Thoughts 00:54:30 How to Reach Amit Chandan 00:55:30 Closing Remarks & Thank You ----- Check out the FULL episode wherever you like to listen or watch podcasts! Episode Page: vinneychopra.com/podcast/ Youtube: https://youtu.be/facKXlCtj8s Spotify: spoti.fi/423B4fz Apple Podcast: apple.co/3tQ9Tsf Amazon Podcast: https://a.co/d/j4VPFLH —— 🚀 Connect, Invest & Learn with Vinney (Smile😊) Chopra 👉 https://linktr.ee/VinneySmileChopra 📚 Free Investor Resources ✅ Accredited Investor’s Guide to Passive Income 📘 Download here: https://bit.ly/passive-income-guide-lead ✅ How to Determine Emerging Markets 📘 Download here: https://bit.ly/emerging-markets-lead Let’s Build Wealth Together. ✅ Accredited Investors ONLY 🎯 Every Wednesday 4PM PST, 7PM EST 🚀 Free Access → vinneyzoom.com 📩 DM me or text me at 925 766 3518 for the password