FTM 489: The Pivot Beneath The Panic

In this episode of the Follow the Money podcast, Jerry Robinson analyzes the key market events and asset performance from the first half of 2025. He highlights the sharp rebound in the S&P 500 and Nasdaq, Bitcoin’s surge past $100K, and the outperformance of gold miners, European ETFs, and Smartscore 11 stocks. The episode also explores the weakening U.S. dollar and its impact on commodities and crypto. In the second half, Jerry shares his cautiously optimistic outlook, discussing expected Fed rate cuts, sector rotations, and emerging opportunities in tech, financials, and hard assets. He also outlines key risks, including tariffs, geopolitical tensions, and valuation pressures in big tech.

You can listen to FTM 489: The Pivot Beneath The Panic online on Radio and Podcast. Open the player on this page to stream the available audio.

FTM 489: The Pivot Beneath The Panic is an episode from Follow the Money Weekly Radio by Follow the Money Radio.

This episode is 38:19 long.

This episode was published on Jul 2, 2025.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Follow the Money Weekly Radio when more episodes are available from the podcast feed.