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Why the Stock Market Is Defying Expectations in 2025 with Amit Chandan
Manage episode 505203117 series 2842676
This week, Vinney Chopra sits down with Amit Chandan, a seasoned investor who has consistently outperformed benchmarks in both U.S. and Asian markets. Amit has built companies around alternative investments and helps sophisticated investors make smarter financial decisions. His ability to break down complex market movements into plain language makes this episode a must-listen.
We cover timely and practical topics, including:
👉🏻 The surprising link between mortgage rates and long-term bonds
👉🏻 Why healthcare looks “broken” but may be a hidden opportunity
👉🏻 The role of EPS and valuations in sustaining market growth
👉🏻 How $7 trillion parked in money markets may reenter equities
Amit also unpacks the psychology of investing—why people panic at dips, how “cash rotation” drives sector winners, and what election cycles teach us about market behavior. His message is clear: fundamentals matter more than headlines.
If you’ve been wondering whether now is the right time to buy, sell, or stay patient, this episode offers grounded insights that can help guide your next move.
Don’t miss this chance to learn how to turn uncertainty into opportunity.
----
TIMESTAMP:
00:00:00 Introduction & Welcome
00:02:30 Stock Market YTD Performance
00:04:30 April Crash & Investor Reactions
00:06:30 Sector Performance & Cash Rotation
00:08:30 Seasonality: August & September Trends
00:10:30 Moving Averages & Market Corrections
00:13:30 Historical Studies on Market Dips
00:15:30 Election Cycles & Market Patterns
00:18:30 Fundamentals: Profit Margins & EPS Growth
00:20:30 Q2 Earnings Results & Sector Breakdowns
00:22:30 Valuations, PE & PEG Ratios
00:25:30 Tailwinds Driving the 2025 Rally
00:28:30 Trump’s Economic Policies & Stimulus
00:31:00 Fed Rates, Inflation & Oil Prices
00:33:30 Mortgage Rates & Treasury Yields Explained
00:37:00 GDP Growth & Tariff Impacts
00:41:30 Dollar Index & Global Trade Effects
00:44:00 $7 Trillion in Money Market Funds
00:47:00 Healthcare Sector Deep Dive
00:53:00 Key Takeaways & Final Thoughts
00:54:30 How to Reach Amit Chandan
00:55:30 Closing Remarks & Thank You
-----
Check out the FULL episode wherever you like to listen or watch podcasts!
Episode Page: vinneychopra.com/podcast/
Youtube: https://youtu.be/facKXlCtj8s
Spotify: spoti.fi/423B4fz
Apple Podcast: apple.co/3tQ9Tsf
Amazon Podcast: https://a.co/d/j4VPFLH
——
🚀 Connect, Invest & Learn with Vinney (Smile😊) Chopra
👉 https://linktr.ee/VinneySmileChopra
📚 Free Investor Resources
✅ Accredited Investor’s Guide to Passive Income
📘 Download here: https://bit.ly/passive-income-guide-lead
✅ How to Determine Emerging Markets
📘 Download here: https://bit.ly/emerging-markets-lead
Let’s Build Wealth Together.
✅ Accredited Investors ONLY
🎯 Every Wednesday 4PM PST, 7PM EST
🚀 Free Access → vinneyzoom.com
📩 DM me or text me at 925 766 3518 for the password
1127 에피소드
Manage episode 505203117 series 2842676
This week, Vinney Chopra sits down with Amit Chandan, a seasoned investor who has consistently outperformed benchmarks in both U.S. and Asian markets. Amit has built companies around alternative investments and helps sophisticated investors make smarter financial decisions. His ability to break down complex market movements into plain language makes this episode a must-listen.
We cover timely and practical topics, including:
👉🏻 The surprising link between mortgage rates and long-term bonds
👉🏻 Why healthcare looks “broken” but may be a hidden opportunity
👉🏻 The role of EPS and valuations in sustaining market growth
👉🏻 How $7 trillion parked in money markets may reenter equities
Amit also unpacks the psychology of investing—why people panic at dips, how “cash rotation” drives sector winners, and what election cycles teach us about market behavior. His message is clear: fundamentals matter more than headlines.
If you’ve been wondering whether now is the right time to buy, sell, or stay patient, this episode offers grounded insights that can help guide your next move.
Don’t miss this chance to learn how to turn uncertainty into opportunity.
----
TIMESTAMP:
00:00:00 Introduction & Welcome
00:02:30 Stock Market YTD Performance
00:04:30 April Crash & Investor Reactions
00:06:30 Sector Performance & Cash Rotation
00:08:30 Seasonality: August & September Trends
00:10:30 Moving Averages & Market Corrections
00:13:30 Historical Studies on Market Dips
00:15:30 Election Cycles & Market Patterns
00:18:30 Fundamentals: Profit Margins & EPS Growth
00:20:30 Q2 Earnings Results & Sector Breakdowns
00:22:30 Valuations, PE & PEG Ratios
00:25:30 Tailwinds Driving the 2025 Rally
00:28:30 Trump’s Economic Policies & Stimulus
00:31:00 Fed Rates, Inflation & Oil Prices
00:33:30 Mortgage Rates & Treasury Yields Explained
00:37:00 GDP Growth & Tariff Impacts
00:41:30 Dollar Index & Global Trade Effects
00:44:00 $7 Trillion in Money Market Funds
00:47:00 Healthcare Sector Deep Dive
00:53:00 Key Takeaways & Final Thoughts
00:54:30 How to Reach Amit Chandan
00:55:30 Closing Remarks & Thank You
-----
Check out the FULL episode wherever you like to listen or watch podcasts!
Episode Page: vinneychopra.com/podcast/
Youtube: https://youtu.be/facKXlCtj8s
Spotify: spoti.fi/423B4fz
Apple Podcast: apple.co/3tQ9Tsf
Amazon Podcast: https://a.co/d/j4VPFLH
——
🚀 Connect, Invest & Learn with Vinney (Smile😊) Chopra
👉 https://linktr.ee/VinneySmileChopra
📚 Free Investor Resources
✅ Accredited Investor’s Guide to Passive Income
📘 Download here: https://bit.ly/passive-income-guide-lead
✅ How to Determine Emerging Markets
📘 Download here: https://bit.ly/emerging-markets-lead
Let’s Build Wealth Together.
✅ Accredited Investors ONLY
🎯 Every Wednesday 4PM PST, 7PM EST
🚀 Free Access → vinneyzoom.com
📩 DM me or text me at 925 766 3518 for the password
1127 에피소드
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