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In this episode of Investor’s Playbook, we’re navigating a trifecta of market stress and opportunity.
First up: Bitcoin dropping below the $100,000 mark—an important psychological and technical threshold for the crypto space that’s sending caution signals.

Next: Tech stocks are pulling back amid valuation concerns and emerging macro-headwinds. Markets are wrestling with whether the earlier rally in high-flying tech names has run ahead of itself.

And finally: the U.S. government has temporarily reopened, ending a prolonged shutdown—but the restart hasn’t erased the fallout. With delayed economic data, backlogged reporting and still-elevated uncertainty, investors are remaining cautious.

We’ll unpack how these three forces tie together—why risk assets like crypto and tech are so sensitive to policy reversals and economic weakness, how the reopening of the government sets the stage for new data surprises (good or bad), and where investors might find real entry points or defensive repositioning. Whether you’re long crypto, heavy in tech, or just riding the broader market waves, this episode gives you the breakdown you need to stay sharp.

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This episode dives into two major stories that have serious implications for both personal finance and the broader market. First up: Donald Trump and his administration’s proposal for a 50-year mortgage—a move touted as a solution to housing affordability, but loaded with long-term caveats. We’ll walk through how stretching the loan term would lower monthly payments today but dramatically increase interest costs and slow down equity building for borrowers.

Then, we shift gears to tech: major technology stocks are pulling back, and we’ll unpack why. From soaring valuations and bubble concerns in AI and semis, to rising interest rates and weaker demand for cloud services, the tech sector is facing some real headwinds.
By bringing these two threads together—housing policy that could reshape consumer balance sheets, and tech sector turbulence that could reshape portfolios—we’ll explore what it all means for everyday investors. Whether you’re considering a home purchase, or invested in the tech giants, this episode will give you insight to make smarter decisions.

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In this episode of Investor’s Playbook, we’re zeroing in on two major policy stories that are impacting everyday Americans—and by extension, investors too. First up, the debate around Supplemental Nutrition Assistance Program (SNAP) benefits. With the government still locked down and funding uncertain, states are saying the “contingency reserve” is being tapped—and that’s sparking serious worry over whether food-stamp payments will keep flowing uninterrupted.

We’ll unpack what that means for consumers, consumer spending, and sectors reliant on low-income demand. Then we shift to student loans—particularly how the current administration is handling the major build-out of relief and forgiveness under long-standing federal programs. The Public Service Loan Forgiveness (PSLF) program, income-based repayment options and the broader overhaul under the so-called “Big Beautiful Bill” are all in play.

We’ll talk about who this affects, what the delays or changes mean for borrowers, and how this ties into the broader picture of fiscal policy and consumer finance.
By the end, you’ll have a clear sense of how these social-program shifts aren’t just “policy stuff” but have real investor implications—consumer demand, lending, credit risk, and government finances all move together.

Instagram: @Investorsplaybookllc
YouTube: @Investorsplaybookllc