It's Monday, June 16, 2025

Garrett and Matt are back after a summer break to tackle what's been moving the markets — and what might be coming next.

They break down last week’s market pullback, what’s driving gold and crypto higher, and why small caps are still lagging. Plus, they dive into the evolving role of Bitcoin in modern portfolios, the challenges of traditional bond allocations, and how the Federal Reserve’s dual mandate continues to complicate decision-making.

It’s a wide-ranging, grounded conversation on investing through uncertainty, adapting your strategy, and staying focused on what really matters long-term.