Employment, inflation, and AI: Looking back on 2025
About this episode
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
Topics covered
- employment
- inflation
- AI
- market themes
- government shutdown
- portfolio positioning
More episodes of Tactical Take
- Iran war, oil backwardation, and the Fed’s next move
- When policy, AI, and markets test investor conviction
- Growth to inflation: 4 things that may surprise in 2026
- Stocks get stronger while labor market gets weaker. What’s next?
- Labor market slows as tech drives US economic growth
- Five institutional investment trends – midyear 2025
Explore listener stats, chart rankings, contacts and more on the Tactical Take podcast page.