Episode 68 – Don’t Get Too Political

May 6, 2025

This week, we are talking about the current state of the markets through a historical lens, examining past administrations and their economic impacts. We explore the lessons learned from the Carter-Reagan transition, the Great Depression under Hoover, and the recovery during FDR’s New Deal. If anything, we want to emphasize the cyclical nature of the economy, the importance of diversification in investment, and the need to focus on data rather than political rhetoric to navigate current market uncertainties.

In This Episode:

00:00 Market Chaos: A Historical Perspective

01:46 Lessons from the Carter-Reagan Transition

11:00 The Great Depression and Hoover’s Era

14:31 FDR’s New Deal and Economic Recovery

16:58 Comparing Past and Present Economic Indicators

22:50 Investment Philosophy: Lessons for Today

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