Rich Habits Podcast A $1.5 TRILLION Bet on America, Bull Market Anniversary, & Sports Media Rights
6 snips
Oct 17, 2025 Discover the latest insights on the bull market as it approaches its fourth year, along with Jamie Dimon's ambitious $1.5 trillion resiliency plan focused on reshoring and manufacturing. Delve into the hype surrounding Apple's upcoming tabletop smart home device and what it could mean for investors. The hosts also cover a whirlwind of tech headlines, including silver shortages and Netflix's sports media spending. Plus, valuable advice for small businesses on pricing strategies and effective delegation without burnout.
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Bull Market Narrowness And Historical Edge
- The S&P 500 bull market turned three and is concentrated in the Magnificent Seven tech names driving most gains.
- History shows bull markets that reach year four often climb higher the next year, averaging ~14.6% returns.
Diversify Away From Concentration Risk
- Diversify beyond mega-cap AI leaders into bonds, T-bills, precious metals, and real estate to manage concentration risk.
- Maintain long-term wealth-building assets while keeping some stability in your portfolio allocation.
Wall Street Backing U.S. Reshoring
- Jamie Dimon announced a $1.5 trillion resiliency plan to bolster defense, energy, AI, and manufacturing in the U.S.
- JP Morgan will deploy $10 billion directly and finance projects across 27 sectors, signaling Wall Street's push into reshoring.