After a short summer break, Garrett and Matt are back with a wide-ranging breakdown of what’s happening in the markets and why it matters.
They dig into last week’s pullback, the surprising strength in gold and crypto, and what’s still holding small caps back. The conversation tackles big questions around Bitcoin’s role in modern portfolios, whether bonds still deserve their traditional place, and how the Federal Reserve’s dual mandate continues to muddy the waters.
With investor sentiment starting to shift and geopolitical risks flaring up, this episode brings clarity, context, and a long-term perspective for anyone trying to invest with confidence right now.