114 - We're Not Waiting on the Fed—Here's Where We’re Investing Instead

The macroeconomic landscape just changed—again—and most investors are still trading like it’s 2024. In this episode, we break down the real trends driving markets for the rest of 2025, from inflation pressure to slowing job growth, tariff-driven stagflation risks, and why the Fed’s rate cut dreams may be dead.But we’re not just here to rant about bad policy—we’re here to capitalize.We’ll walk through undervalued sectors, contrarian dividend plays, and overlooked global trends (hello, India & blockchain) that could deliver big gains when the rest of the market is distracted.If our past calls on nuclear, utilities, and AI were any indication—these next bets are worth paying attention to.Ticker List --> SCAN HEREiTrust Capital --> Open a Crypto IRAThere's a Horse In The Hospital | John Mulaney --> WATCH HEREQuestions? Email Tim at [email protected] Want FREE weekly market updates, Tim's top 10 dividend picks, and our portfolio updates delivered right to your inbox? Subscribe to our email list. Stay connected. Follow us on social! **DISCLAIMER**Ticker metrics change as markets and companies change, so always do your own research. The content in this podcast is based on personal experience and is for educational purposes, not financial advice. See full disclaimer here. Episode music was created using Loudly.