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How was 2025? Did it turn out the way we expected? And what's on the horizon?

 

Welcome to another episode of The Market Moment with Matt, Lee, and John. In today’s discussion, the guys look back on their predictions in December 2024 for what 2025 would look like. Matt, Lee, and John revisit prior market outlooks, discuss why forecasts are often unreliable, and reflect on what actually drove market returns throughout the year. They also discuss their 2026 predictions and answer a listener’s question from the comment section concerning RMDs.

 

The episode also explores broader economic themes, including labor market trends, inflation concerns, interest rate policy, tax changes, tariffs, and consumer spending. The guys share their perspectives on market rotation, diversification beyond large-cap technology, and what factors could influence markets and the economy in the year ahead.

 

🔍 Key Topics Covered

-Taking RMDs from multiple IRAs vs. one IRA

=Market predictions vs. actual results

-S&P 500 year-end performance

-Large-cap tech and market rotation

-Labor market and inflation risks

-Economic outlook and diversification

 

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🍿 Watch Next: Check out Eli's show Data Brief https://www.youtube.com/watch?v=3I3iIN7D360&t=3s

 

🎙The Market Moment Podcast! Last week's episode... https://www.youtube.com/watch?v=E1k7VqagKRw

 

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⚠️ Disclosure: The hosts of the Market Moment podcast are employees of Mach 1 Financial Group LLC. Mach 1 is a registered investment advisor located in Rogers, Arkansas. A copy of Mach 1’s current written disclosure brochure is available through the SEC website and at Disclosures.mach1FG.com.