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Cutting Through the Noise in Q2
07/17/2025
Cutting Through the Noise in Q2
In this episode, Barry Investment Advisors' Tyler Craig, CFA unpacks the surprising strength in markets despite rising global tensions, persistent inflationary pressures, and ongoing political uncertainty. From meme stock surges to record-breaking performance in gold mining stocks, we explore what's fueling the latest rally and question whether it rests on solid ground. We also take a closer look at the effects of tariffs, the dip in consumer confidence, and the potential shift in global equity leadership. You’ll hear why a weaker dollar, geopolitical fragmentation, and structural inflation could play a major role in shaping investment trends in the months ahead. If you are wondering how these developments might impact your financial plan, or are curious about opportunities in gold, commodities, or international markets, this conversation offers perspective and clarity on the road ahead. Barry Investment Advisors (“BIA”) is an SEC registered investment adviser. The opinions expressed by BIA on this podcast are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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