July 31, 2025

Markets Continue to Shrug Off Geopolitical Disruption

Greg and Doug Stokes start this week’s discussion with trade deals with the European Union and South Korea and the significant earnings reports from major tech companies like Meta and Microsoft. They also look at the massive windfall in profitability from the largest companies in America, which continues to bucking the narrative that geopolitical uncertainty is going to push us into a downturn. Then, they explore inflation, housing, and the job market, particularly in light of the growing influence of AI. 


Key Takeaways

  • [00:16] - New trade deals

  • [03:04] - Meta, Microsoft, and how the business sector continues to shrug off geopolitical disruption

  • [06:34] - Geopolitical implications of technology

  • [11:29] - How the decline in rental income could affect inflation more than tariffs

  • [19:41] - AI is transforming the job market and the economy


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The information in this podcast is educational and general in nature and does not take into consideration the listener's personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate, qualified professional prior to making a final decision.


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