Ep.19 - Midyear Market Check: What Matters, What Doesn’t with Luke James
Update: 2025-08-14
Description
Six months down, decades to go.
In this episode, Steve and Luke explore why mid-year investment reviews rarely change the big picture – and why no one (yes, no one) can predict the markets.
From Trump’s “game show” tariff policies to the bond market’s behind-the-scenes influence, they break down global events shaping your portfolio.
Plus: why the government wants your pension in private equity, what wars mean for markets, and how socks can improve your mood.
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