Making Sense of Market Headlines: Geopolitics, Tariffs, and Long-Term Investing | Ep 2
Jun 27, 2025
Explore how to navigate the noise of market headlines and geopolitical events. Discover why historical data shows that markets often remain resilient despite turmoil. Learn the psychology behind investing and how pessimism can sometimes sound more rational, but optimism leads to better outcomes. Understand the significance of tariff impacts, how corrections are more common than you think, and why timing the market is nearly impossible. Get practical insights that will help you think clearly about long-term investing.
How should you react when headlines scream about the next market crisis?
In episode 2 of Long Story Short, Andy Pratt and Adam Newman tackle the questions they hear most from clients: Should I worry about what's happening in the Middle East? Are tariffs going to tank my portfolio? Is this market rally getting too frothy?
Drawing from their daily conversations with investors, Andy and Adam provide historical context and practical perspective for today's headlines.
We cover:
Why geopolitical events rarely derail markets long-term (with data going back decades)
The real story behind the April tariff selloff and recovery
How investor psychology has changed since the 2008 financial crisis
Why corrections happen as frequently as your birthday
The difference between trading noise and actual investment signals
Why pessimism sounds smart but optimism wins in investing
⏱️ Timestamps:
(0:00) Welcome & favorite TV pilots (yes, really)
(2:41) Why we're starting this podcast
(6:22) Israel, Iran, and how markets handle geopolitical risk
(8:15 Historical data: What happens one year after major world events
(11:30) The psychology of buying the dip
(16:24) From 350 to 6,000: The S&P's four-decade climb
(18:22) Tariffs: From panic to resolution
(23:04) Why market timing is nearly impossible
(27:25) Invest like an optimist, save like a pessimist
This episode gives you the framework to think clearly about what actually matters for long-term wealth building.
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. Burney Company does not provide legal, tax, or accounting advice, but offers it through third parties. Before making any financial decisions, clients should consult their legal and/or tax advisors.