The Capital View - Q3 2025 - One Hurts, The Other Haunts

The Capital View - Q3 2025 - One Hurts, The Other Haunts

October 22, 2025 · 10 min

About this episode

The episode discusses the challenges of diversified investing in the context of current market trends and future implications.

Today, it's harder than ever to be a diversified investor. As the thrill of artificial intelligence (AI) and the promise of lower rates have driven stocks to new highs, the fear of missing out tightened its grip. Investors chase what feels good now instead of asking, What happens next? A rate cut may lift stocks today, but what does it mean for inflation, liquidity, or earnings six months from now? Beneath the surface, a quieter truth remains: progress takes time. Now is a time to emphasize p...

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Host: Travis Portwood

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Products: artificial intelligence

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