In this episode of the MoneyShow MoneyMasters Podcast, Nicholas Bohnsack, president and CEO of Strategas Securities, and Amy Zhang, executive vice president and portfolio manager at Alger, reveal the powerful currents driving markets in 2025.
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Nicholas breaks down the real implications of monetary policy moves, inflation trends, and labor market pressures – and shares his favorite investing themes. Meanwhile, Amy explains why and where small and mid-cap stocks are quietly outperforming, details how in-depth research can help drive results in the SMID space, and spotlights sectors and companies that are often overlooked.
From AI’s growing influence to the realities of deglobalization, they challenge conventional thinking and offer precise strategies for navigating risk and opportunity in an unpredictable landscape.
Relevant tickers for this podcast include: (IEF) (IWM) (QQQ) (RBC) (SAMT) (TLT) (SPY) (WGS) (WING)Â
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