This episode unpacks the Q2 2025 rally, the impact of the One Big Beautiful Bill Act, and key sector shifts. Ray and Mark break down how fiscal policy, tech volatility, and upcoming data releases shape the market outlook. Expect clear insights, relevant examples, and expert context for investors.
Aug 2025
First Solar Q2 2025 Earnings Reaction
We break down First Solar's Q2 2025 earnings, digging into the drivers of its strong beat, production growth, and the effects of U.S. policy on its outlook. Ray and Mark examine the numbers, industry context, and management's long-term confidence for investors.
6m 33s
Mar 2025
The Trading Floor: Breaking Down the Latest Sell-Off in Markets
Markets just took a hit, why? In this episode, Anthony and Piers break down the latest global market sell-off, unpacking the forces at play. From fresh tariff announcements and critical CPI data to technical market trends and Trump’s strategic economic moves, they dissect what’s ... Show More
32m 48s
Apr 2025
The Psychology of Trump, of You, and of Markets
<p>Today's Post - <a href="https://bahnsen.co/42qYsnP">https://bahnsen.co/42qYsnP</a></p>
<p>Navigating Severe Market Volatility: Insights from Dividend Cafe</p>
<p>In this episode of Dividend Cafe, the host delves into strategies for handling severe market volatility amidst four ... Show More
19m 8s
Mar 2025
Stock Market Uncertainty: Tariffs, Tech, and Investor Strategy
Jeremy Siegel, Wharton Emeritus Professor of Finance, discusses the latest market fluctuations, attributing recent declines to tariffs and trade tensions while also analyzing the broader economic landscape.<hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a styl ... Show More
8 m