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EP: 173 - January Investment Insights (2025 Recap, Investment Themes Ahead, Private Market FOMO)

  • Zachary Bouck
  • 14 minutes ago
  • 1 min read

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our January 2026 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 & Action Items 3:11 – Recapping 2025: Market Performance Overview 6:06 – Looking Ahead: 2026 Market Outlook 10:11 – International Markets: Opportunities & Risks 16:32 – Emerging Technologies & Investment Themes 17:59 – FOMO in Private Markets: Are Investors Missing Out?


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EP: 170 - October Investment Insights

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional

 
 
 

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