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Watch: Market Uncertainty & Shifting Relationships

Written by Sollinda | 2025 Jun 25

Filmed on June 19, 2025, Ryan Mumy and Justin Greenhill break down the most critical market trends affecting your portfolio. In this episode, we analyze:

  • Tariff uncertainty and its market impact
  • US Dollar weakness and global implications
  • Fed policy paralysis and the Arthur Burns precedent
  • NVIDIA's valuation reality vs. perception
  • Small caps positioned for potential catch-up
  • International equity momentum building
  • Gold breaking traditional relationships with real rates
  • Middle East tensions and oil price dynamics


 

For more episodes of Chart Overload and additional content, check out Sollinda Capital Management on YouTube

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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.