Stock Sell-Off: Fear or Opportunity? episode artwork

EPISODE · Mar 17, 2025 · 17 MIN

Stock Sell-Off: Fear or Opportunity?

from KP Talks Dollars and Sense · host Kevin Peranio

📊 Market Volatility, Tech Investments & The Fourth TurningThe financial landscape is shifting as uncertainty fuels stock market sell-offs and major tech companies invest heavily in the U.S. Meanwhile, geopolitical tensions over Taiwan raise concerns about semiconductor supply chains. Are we witnessing the Fourth Turning in economic and political cycles?📌 Key Topics Covered:⏱ 00:00 – Market turbulence & disclaimer: "Not responsible for losses, only profits."⏱ 00:20 – Live from ICE Experience 2025: Mortgage tech insights & leadership lessons.⏱ 01:27 – General Stanley McChrystal on military leadership & after-action reviews.⏱ 02:24 – The importance of discovering "ground truth" in business & market trends.⏱ 03:25 – Olympic legend Katie Ledecky on mindset & breaking personal records.⏱ 04:11 – Taylor Sheridan on storytelling, creativity & the business of entertainment.⏱ 05:08 – Stock market sell-off: Is it overblown? Why holding strong stocks matters.⏱ 06:53 – The Fourth Turning: Government changes, deregulation & economic cycles.⏱ 08:18 – Tech giants investing in America: $500B from Apple, $200B from SoftBank, $100B from TSMC.⏱ 08:46 – China’s ambitions for Taiwan: What happens if 90% of semiconductors fall under Chinese control?⏱ 09:10 – Oil, inflation & economic resilience: The impact of deregulation on markets.⏱ 10:00 – The administration's economic policies & investment shifts.⏱ 12:23 – Tariffs & stock market corrections: What’s the real impact?⏱ 14:09 – Inflation updates: CPI, PPI & the Fed’s policy outlook.⏱ 15:13 – U.S. debt, budget battles & the need for economic reform.📢 Stay informed: linktr.ee/kptalksdollarsandsense#KPTalksDollarsAndSense #StockMarket #TechInvestments #EconomicTrends #FourthTurning #ChinaTaiwan #Semiconductors #Inflation #GovernmentSpending #Tariffs #MortgageRates #FYP

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📊 Market Volatility, Tech Investments & The Fourth Turning The financial landscape is shifting as uncertainty fuels stock market sell-offs and major tech companies invest heavily in the U.S. Meanwhile, geopolitical tensions over Taiwan raise concerns about semiconductor supply chains. Are we witnessing the Fourth Turning in economic and political cycles? 📌 Key Topics Covered: ⏱ 00:00 – Market turbulence & disclaimer: "Not responsible for losses, only profits." ⏱ 00:20 – Live from IC...

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Stock Sell-Off: Fear or Opportunity?

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