Image Source: Pixabay

The first half of 2025 was a wild ride for investors. After a sharp market drop triggered by tariffs and global turmoil, the S&P 500 roared back with a record-setting 24% rally in just 90 days—adding over $10 trillion in value. But while stocks soared, the US dollar suffered its worst start since 1973, and hard assets like gold and Bitcoin took off.

In this video, top experts Carley Garner, Larry McDonald, Jason Bodner, Amber Kanwar, Merlin Rothfeld, and Paul Hickey break down what’s really driving stocks, commodities, and crypto right now—and what could be coming next.

00:55:40

Timestamps:

• 0:00 – Introduction
• 2:00 – Oil, gold, and commodity trends with Carley Garner
• 6:30 – Hard assets, bonds, and financial repression with Larry McDonald
• 13:00 – Money flows and equity leadership with Jason Bodner
• 21:00 – Earnings, inflation, and market psychology with Amber Kanwar
• 29:00 – Cryptocurrency and stablecoin regulation with Merlin Rothfeld
• 36:00 – Sector standouts and market history with Paul Hickey
• 40:00 – Final thoughts and strategies for the rest of the year

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