Navigating Market Volatility Amid Uncertain Times | Episode 044

In this episode Mark discusses recent market volatility triggered by the administration’s tariff implementation and subsequent policy reversal, detailing a sharp drop and rebound in stock values.

Mark explains bear markets and corrections, referencing historical data on market crashes included in a recent Morningstar article. Key insights from Warren Buffet and the late Charlie Munger emphasize staying rational and adhering to a well-defined investment policy.

Mark talks about possible strategies during market declines, such as rebalancing portfolios or considering Roth conversions, and stresses the importance of emotional control in long-term investing.

The episode concludes with a note on tuning out market noise and maintaining focus on investment goals.

If you would like your question answered on the show, please send an email to [e-mail] and put “podcast question” in the subject line.

Episode Links:

Mark’s Money Mind YouTube Channel

What We’ve Learned From 150 Years of Stock Market Crashes - Morningstar

Reply on Your Investment Policy Statement During Rocky Markets | Episode 040

Charlie Munger’s Advice for Volatile Markets - CNBC

Timestamps:

• 00:23 Market Volatility in April 2025
• 02:54 Understanding Bear Markets
• 03:40 Historical Bear Markets Analysis
• 11:01 Investment Strategies During Market Declines
• 20:42 Charlie Munger's Wisdom on Market Volatility
• 35:21 Final Thoughts and Upcoming Plans