2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce

2025 Market Lessons: Tariffs, Trends, Private Equity with some Baloney Sauce
As 2025 comes to a close, we take a step back to reflect on the year’s biggest market lessons and what they mean for the year ahead. Despite early turbulence—including a near 20% drop tied to tariff fears—investors ultimately enjoyed solid returns. In this episode of Something More with Chris Boyd, Chris, Jeff Perry, and Brian Regan discuss how adaptability in American business helped weather policy shifts, and share insights on portfolio strategies that worked, from regional banks to gold. We also tackle the growing buzz around private credit and private equity—and why Brian calls it “baloney sauce.” Plus, we explore risks in alternative markets and what
investors should expect from high-flying tech names like NVIDIA. Join us for candid analysis, practical takeaways, and a look at how to position for 2026.
#YearEndReview #MarketInsights #InvestingStrategy #PortfolioPlanning #TariffTalk
#PrivateCredit #FinancialPodcast #ChrisBoydShow #2026Outlook #BaloneySauce
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