Episode 60 - July 2025

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)

Episode metadata supplied by the publisher feed · Published Aug 25, 2025

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Episode 60 - July 2025

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This episode was published on August 25, 2025.

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