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FTM 489: The Pivot Beneath The Panic
Published 1 year ago
Description
In this episode of the Follow the Money podcast, Jerry Robinson analyzes the key market events and asset performance from the first half of 2025.
He highlights the sharp rebound in the S&P 500 and Nasdaq, Bitcoin’s surge past $100K, and the outperformance of gold miners, European ETFs, and Smartscore 11 stocks.
The episode also explores the weakening U.S. dollar and its impact on commodities and crypto.
In the second half, Jerry shares his cautiously optimistic outlook, discussing expected Fed rate cuts, sector rotations, and emerging opportunities in tech, financials, and hard assets. He also outlines key risks, including tariffs, geopolitical tensions, and valuation pressures in big tech.
Visit FollowtheMoney.com for Jerry Robinson’s latest market insights, investing tools, trading education, and membership resources.
Disclaimer: This podcast is for educational purposes only and should not be considered personalized financial advice. Investing and trading involve risk, including possible loss of principal. Always do your own research and consult a qualified financial professional before making financial decisions.
He highlights the sharp rebound in the S&P 500 and Nasdaq, Bitcoin’s surge past $100K, and the outperformance of gold miners, European ETFs, and Smartscore 11 stocks.
The episode also explores the weakening U.S. dollar and its impact on commodities and crypto.
In the second half, Jerry shares his cautiously optimistic outlook, discussing expected Fed rate cuts, sector rotations, and emerging opportunities in tech, financials, and hard assets. He also outlines key risks, including tariffs, geopolitical tensions, and valuation pressures in big tech.
Visit FollowtheMoney.com for Jerry Robinson’s latest market insights, investing tools, trading education, and membership resources.
Disclaimer: This podcast is for educational purposes only and should not be considered personalized financial advice. Investing and trading involve risk, including possible loss of principal. Always do your own research and consult a qualified financial professional before making financial decisions.