Episode 60 - July 2025
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Narrated by:
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Written by:
About this listen
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)
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