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Navigating the first half of 2025

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• By Capital Partners • Podcast | The Purposeful Investor

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Join Aden, David, and Nick as they unpack the first half of 2025. From Trump’s tariff tensions and geopolitical uncertainties to the explosive growth of AI, this episode provides a candid look at market volatility, investment strategies, and why staying the course matters. Learn how to maintain confidence during turbulent times and gain insights into potential economic challenges ahead, including developments in China and the global market landscape.

00:00 – 02:25 Introduction and Personal Wins
02:25 – 04:45 Financial Year Reflection
04:45 – 08:48 Market Volatility Highlights
08:48 – 0:11:14 Performance Numbers
11:14 – 14:38 Stock Valuation Insights
14:38 – 22:13 Investor Psychology and Volatility
22:13 – 31:34 Future Outlook
31:34 – 41:07 Investment Strategies

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