Long Story Short 2025 Year in Review: International Stocks, Gold Rally & What Defined the Market
In this look back at 2025, Adam and Andy break down the charts and trends that defined the year. From international equities quietly outperforming U.S. stocks by nearly double, to gold unexpectedly beating Bitcoin, the year delivered some surprises most investors missed.
They discuss why bonds finally delivered the returns investors have been waiting for since 2022, what drove the massive AI infrastructure spending boom, and why India's exceptional 2024 performance turned into a flat 2025. The conversation also covers the resiliency of the U.S. economy, including Q3's decade-high GDP growth that caught everyone off guard.
We cover:
Why international equities pushed 30% while getting little attention
Gold outperforming Bitcoin (who had that on their bingo card?)
The cautionary tale of India's performance flip from 2024 to 2025
How bonds normalized after the brutal 2022 selloff
Record GDP growth in Q3 2025 and what it means
The staggering AI infrastructure spending numbers from Big Tech
Tax cuts creating stimulus most people haven't fully appreciated
Biggest risks for 2026: AI expectations and cybersecurity threats
⏱️ Timestamps:
((01:26) Happy New Year and personal highlights from 2025
(02:20) Market recap: The round trip year with near-bear market drama
(04:25) International equities quietly dominated 2025
(05:40) Gold beats Bitcoin: The commodity surprise of the year
(10:51) India's cautionary tale: From hero to zero
(12:17) The bond market comeback story
(17:20) U.S. economy resilience: Q3's decade-high GDP growth
(18:49) AI infrastructure spending reaches staggering levels
(20:52) Tax cuts creating underappreciated stimulus for 2026
(25:36) Biggest risks for 2026: AI payoff and cybersecurity
(29:49) Closing thoughts
(30:13) Podcast disclosures
Resources:
Follow Burney Wealth Management on LinkedIn | www.linkedin.com/company/burneywealthmanagement
Follow Adam Newman on Linkedin | www.linkedin.com/in/adam-newman-cfa-cfp%C2%AE-mst-ricp%C2%AE-cepa-48853916/
Follow Andy Pratt on LinkedIn | www.linkedin.com/in/andyjpratt/
Understanding the One Big Beautiful Bill Act (OBBBA): What High Net Worth Families Need to Know | https://burneywealth.com/blog/understanding-the-one-big-beautiful-bill-act
Ep #26: Protecting Your Wealth: A Cybersecurity Guide with Max Alles | https://burneywealth.com/blog/cybersecurity-guide-max-alles-long-story-short-episode-26
#2025Review #MarketRecap #InternationalStocks #BondMarket #WealthManagement
The Burney Company is an SEC-registered investment adviser. Burney Wealth Management is a division of the Burney Company. Registration with the SEC or any state securities authority does not imply that Burney Company or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. This content is for informational and educational purposes only. It is not intended as personalized investment advice or a recommendation.