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EP: 167 - July Investment Insights

  • Zachary Bouck
  • Sep 15
  • 1 min read

Updated: Oct 28

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our July 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.


0:00 – Introduction to Weath Management & Action Items 3:07 – Lazy Money & Financial Spring Cleaning 6:29 – Market Overview & Economic Outlook 9:22 – Investment Strategies & Market Predictions 12:10 – Emerging vs. Developed Markets 15:06 – The Future of Tech & Investment Opportunities 18:07 – Interest Rates & Economic Speculation 21:15 – Closing Thoughts & Future Trends


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