How Trade Wars, Interest Rates, and Inflation Are Shaping the Markets in Q3 2025 With Peter Madlem

Peter Madlem is the Chief Investment Officer at Avalan Wealth Management, a comprehensive wealth management firm specializing in personalized financial, business, and investment planning. With over 35 years of experience in high-net-worth and institutional investment management, Peter has held senior leadership roles at Northern Trust and Montecito Bank & Trust, where he rebuilt investment research capabilities and managed a billion-dollar bond portfolio. Peter is also an accomplished author of five investment books and a former studio musician and composer with credits on major labels. In this episode… With markets hitting all-time highs despite global uncertainty, investors are asking: How long can the momentum last? From AI breakthroughs to shifting global trade dynamics, the financial landscape is evolving faster than ever. What lessons can we take from past market bubbles to navigate the next wave of innovation and volatility? Peter Madlem, an investment expert and market strategist, explores these challenges by comparing past bubbles with today's AI-driven optimism. He shares how investors can navigate today's complex market by focusing on fundamentals rather than fear. Peter explains why recessions, not high valuations, typically cause bear markets and emphasizes the power of staying invested through volatility. He discusses his company's approach to using AI for research efficiency, the importance of intrinsic value analysis over short-term indicators, and how diversification and thematic investing can capture long-term compounding returns over time. In this episode of The Road Already Traveled, Rich Schuette interviews Peter Madlem, Chief Investment Officer at Avalan Wealth Management, about the current market outlook and the future of investing. Peter discusses how AI is transforming investment research, why diversification is key in volatile markets, and where long-term growth opportunities lie for investors.