Episode 60 - July 2025 Podcast Por  arte de portada

Episode 60 - July 2025

Episode 60 - July 2025

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In this month's episode, we cover these topics:

  • Market Update (Starts at 0:28)
  • Portfolio Update (1:21)
  • Market Influencers: Trade Deals, AI and the Fed (1:59)
  • Impact of One Big Beautiful Bill Act (5:19)
  • OBBBA Impact: Households (7:03)
  • OBBBA Impact: Corporations (8:16)
  • OBBBA Impact: The Economy (8:45)
  • Looking ahead (10:38)
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