Quarterly Market Recap: October 2025

Описание: This recording captures our Quarterly Market Recap from Thursday, October 23, 2025. In this 45-minute conversation, we explored how strength in the economy and global markets is revealing subtle shifts beneath the surface, from evolving Fed policy to changing leadership in global performance.

🎙️ In this conversation:
– Dennis Morton, Katie Brown, and Cody Demmel discuss what it means to invest intentionally when markets are at all-time highs
– We unpack how the Fed’s first rate cuts of 2025 are influencing bond yields and investor sentiment
– We explore what’s driving international outperformance and the renewed conversation around dollar strength
– We examine the growing influence of AI spending and its potential impact on corporate earnings
– We revisit the role of diversification as valuations stretch and new market leaders emerge

📊 Key Takeaways:
– Good performance can mask underlying risks—reflection and rebalancing matter
– Productivity today starts with understanding what’s changed for you
– A disciplined plan turns uncertainty into opportunity

⏯️ Watch the full conversation to gain perspective, stay proactive, and refocus on what truly matters in your financial journey.

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