Bubbles, Gold, and Geopolitics: The State of the Market in 2025
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In Episode 47 of The Market Enthusiast, Noah Brooks and Chris Needs break down a volatile week for the markets, from rare earth export headlines and rapid rate shifts to a record-setting U.S. debt milestone. They explore why equities remain strong despite mounting fiscal concerns, how falling interest rates are reshaping the housing market, and what investors should make of the latest moves in gold, tech, and emerging markets. Along the way, they touch on major headlines from the Louvre heist to an NBA gambling scandal and wrap with a clear-eyed look at where the market stands heading into year end.
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47 episodes