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Vinney (Smile) Chopra에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Vinney (Smile) Chopra 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Why the Stock Market Is Defying Expectations in 2025 with Amit Chandan

56:49
 
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Manage episode 505203117 series 2842676
Vinney (Smile) Chopra에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Vinney (Smile) Chopra 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

  continue reading

1127 에피소드

Artwork
icon공유
 
Manage episode 505203117 series 2842676
Vinney (Smile) Chopra에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Vinney (Smile) Chopra 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

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

  continue reading

1127 에피소드

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