
2025 Mid Year Investment Outlook: Slow Grind
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Welcome to our mid-year outlook on the economy and investment markets. We will talk about tariffs, the conflict in the middle east, whether or not we see a recession brewing, the “big beautiful tax bill” and of course the outlook for stocks, bonds, gold, real estate and other investment assets.
01:38 - What's Happened So Far This Year
04:37 - U.S. Economic Outlook
11:47 - Tariff War Outcomes
17:21 - Iran - Israel Conflict
19:09 - One Big Beautiful Bill's Economic Impact
27:00 - Stock Market Outlook
31:00 - Interest Rates and Bond Outlook
36:00 - Gold Outlook
37:20 - Housing Market and Conclusions
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