Investor Insights: Q3 Recap and Q4 Themes to Watch

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Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

Walkner Condon Financial Advisors

267 episodes

4 days ago

In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the intersection of financial planning, investing, and everyday life. Disclosure: walknercondon.com/podcast

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Investor Insights: Q3 Recap and Q4 Themes to Watch

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

21 minutes 30 seconds

1 month ago

Investor Insights: Q3 Recap and Q4 Themes to Watch

In this episode of Gimme Some Truth, Clint, Nate, and Syl break down the Q3 market recap and share their Q4 stock market outlook. They discuss the continued strength of U.S. and international equities, the resilience of the economy despite tariffs and global challenges, and how potential Federal Reserve rate cuts may shape the months ahead.

They also dive into currency pressures, inflation trends, consumer spending, and real estate dynamics—plus the growing influence of AI and reshoring initiatives on the broader economy. Packed with insights for both experienced investors and new market participants, this episode is a must-listen for anyone navigating the final quarter of the year.

Key Topics Covered

Q3 Market Recap – Momentum in U.S. and international stocks

Global Market Trends – International equities and broader outlook

Economic Resilience – How the economy withstands tariffs and headwinds

Federal Reserve & Rates – Possible interest rate cuts and their impact

Inflation & Currency Shifts – Managing volatility in a changing market

Consumer Spending & Housing – Real estate trends shaping demand

Q4 Outlook – Key themes and expectations for the coming quarter

Episode Timestamps

00:00 – Introduction and Overview

00:37 – Q3 Market Recap

01:52 – International Stocks and Broader Market Trends

03:11 – Economic Resilience and Tariffs

05:19 – Federal Reserve Policies and Interest Rates

07:58 – Currency and Inflation Concerns

12:17 – Consumer Spending and Real Estate

14:18 – Q4 Outlook and Themes

19:22 – Conclusion and Final Thoughts

READ THE BLOG POST FOR MORE INFO:

https://walknercondon.com

https://walknercondon.com/blog/2025-q3-investment-summary/

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