Even after a win, the best coaches go back to the tape. 2025 was a strong year for markets. But like a disciplined coach after a big win, the most valuable work happens in the film review. In Episode 24 of Greenstream, we look back on the year not to celebrate outcomes, but to pressure-test decisions. From tariff-driven volatility to the return of cash as a real option, this episode focuses on the habits that matter when markets don’t cooperate. You’ll learn about:
00:00 Why Greenstream Exists – better decisions over better predictions
04:36 How We’re Improving the Podcast (1-4) – lessons from past episodes
07:15 Tariffs as a Stress Test (5-7) – what to do during and after volatility
17:07 International Stocks (8-9) – and the limits of forecasting
20:48 Cash is a Decision Again – after yields, taxes, and inflation
28:14 Finding the Middle Ground (10-11) – discipline and diversification
34:31 The New Tax Law (12-13) – more certainty and more complexity
41:02 The Impact of Greenstream (14) – divorcing decisions vs outcomes
Follow on Apple Podcasts: https://podcasts.apple.com/us/podcast/greenstream/id1795467982
Follow on Spotify: https://open.spotify.com/show/26NYX6WD7godcJAYVE0Yk8?si=Qxj-H7HiRdGmbNlW8uuV9g
Subscribe for Email Updates: https://greenspringadvisors.com/greenstream-podcast
Meet with Pat & Marcus: https://outlook.office365.com/book/MarcusCalendaratGreenspringAdvisors@Greenspringos33.onmicrosoft.com
Sources
1 Patrick McQuown on Innovation and Exiting Your Business | GS #4
2 GenAI's Impact on Productivity and Profits: With Steve Moritz | GS #14
4 The Business of Baseball with Orioles President Catie Griggs | GS #23
5 Investing through Tariff’s Webinar w/ Economist Apollo Lupescu
6 Is This Time Different – Tariffs | GS #6
7 How Often Should You Rebalance Your Portfolio | GS #22
8 Investment Risk Explained: How Much Diversification Do You Need? | GS #15
9 Is There Still a Case for International Investing? | GS #21
10 Investor Risk: Behavioral Biases That Can Cost Investors Returns | GS #16
11 How To Build The Perfect Portfolio For You | GS #20
12 The Goal of Tax Planning is to Minimize Lifetime Taxes | GS #19
13 Uncovering Opportunities in the New Tax Law "One Big Beautiful Bill Act" Webinar
14 The Truth About Annuities: Why Their Bad Rap Is (Mostly) Deserved | GS #7
Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.
