Jul 9, 2025
In this special Q2 Market Review episode of Off the Wall, we’re introducing a new segment: Ask Monument Anything (AMA). Dave, Nate, and Erin answer questions from clients and listeners, and also cover what went down in the markets during the second quarter of 2025. They cover everything from interest rates and inflation to timing your investment strategy and understanding international diversification.
If you are wondering how to approach market timing, if cash is still king, or if international stocks should fit into your portfolio, this episode is for you!
Dedicated email address for the Ask Monument Anything (AMA) section: offthewall@monumentwm.com
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures
Episode Timeline/Key Highlights:
0:00 Disclosure
1:10 Launch of “Ask Monument Anything” (AMA) Segment
2:22 Second Quarter Review
4:47 Should/Will the Fed Start Cutting Rates?
11:00 Tariffs and Inflation
15:01 Are private equity and private credit outperforming the S&P500?
24:21 Mid-Year Predictions Recap: Dave
29:25 Mid-Year Predictions Recap: Nate
33:28 Mid-Year Predictions Recap: Erin
37:52 Final Thoughts + Newsletter and Bonus Content Reminder
39:10 Disclosure
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About “Off the Wall”:
OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it's your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.
Learn more about our hosts, Dave and Jessica, on our website at https://monumentwealthmanagement.com