#1103 Rare Earth Market Selloff

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The Jon Sanchez Show

Sanchez Gaunt Capital Mgmt

1000 episodes

3 days ago

Hosted by Jon Sanchez, Managing Partner at Sanchez Gaunt Capital Management, The Jon Sanchez Show offers thoughtful discussions on market developments, economic trends, and the factors shaping today’s investment landscape.
Grounded in fiduciary principles and industry experience, each episode explores timely financial topics with a focus on clarity, discipline, and long-term perspective. Jon is joined by market professionals and guest contributors for well-rounded commentary designed to inform and engage listeners across the financial spectrum.
This show is intended for those who seek a deeper understanding of financial markets without the noise—whether you're a seasoned investor or simply interested in how economic forces impact the world around you.
Follow to stay informed and engaged in today’s evolving financial environment.

All content for The Jon Sanchez Show is the property of Sanchez Gaunt Capital Mgmt and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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#1103 Rare Earth Market Selloff

The Jon Sanchez Show

33 minutes

1 month ago

#1103 Rare Earth Market Selloff

In this episode, Jon Sanchez and Jason Gaunt discuss the recent downturn in the stock market, driven by geopolitical tensions, particularly with China, and the implications of new tariffs. They analyze investor sentiment, the impact of AI valuations, and the upcoming earnings season, providing insights on how to manage portfolios in a volatile market environment.

Chapters
00:00 Market Overview and Initial Reactions
02:07 Impact of Tariffs on Market Dynamics
04:56 Concerns Over AI Valuations and Bankruptcies
07:33 Rare Earth Minerals and Their Significance
10:08 Presidential Announcements and Market Responses
10:52 Government Layoffs and Market Implications
11:45 Understanding Beta and Portfolio Management
19:16 Defensive Strategies in a Volatile Market
20:31 Government Shutdown and Its Economic Impact
26:26 Political Games and Economic Consequences
30:23 Earnings Season: A Potential Market Stabilizer

👉 Watch this episode on YouTube: www.youtube.com/@thejonsanchezshow
👉 To learn more about retirement planning and wealth management in Reno, visit: sanchezgaunt.com

Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.