Rich Habits Podcast

124: Our 2025 Mid-Year Update + Bonus Predictions

21 snips
Jun 30, 2025
Troy Cates and Garrett Pellella, fund managers at NEOS Investments, delve into their predictions for the second half of 2025. They discuss the booming IPO market and the potential for stock volatility. Troy shares insights on NEOS ETFs designed for efficient income generation, while Garrett highlights tax-efficient strategies for income-based investing. The conversation also touches on interest rate impacts on real estate and the rising interest in cryptocurrencies, providing valuable insights for investors looking to navigate a shifting economic landscape.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

2025 IPO Market Surge

  • The IPO market saw a huge comeback in 2025 with 158 IPOs by June 24, an 80% increase year over year.
  • Successful IPOs show positive retail investor sentiment and increased market risk-taking.
INSIGHT

Volatility and Recovery in 2025

  • The stock market experienced significant volatility with a 19% drop in the S&P 500 early in 2025.
  • The NASDAQ 100 recovered swiftly to new all-time highs, indicating resilience.
INSIGHT

Interest Rates Drive Market Direction

  • Interest rates remain the key factor driving market behavior and portfolio positioning in 2025.
  • Gradual rate cuts would boost the economy and markets, while prolonged high rates create uncertainty.
Get the Snipd Podcast app to discover more snips from this episode
Get the app