The 2025 InvestTalk Holiday Special is Here!
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 25 December 2025
⏱️ 38 minutes
🧾️ Download transcript
Summary
In this inaugural InvestTalk holiday special, Justin and Luke wrap up the year by gift-wrapping the market's toughest lessons and checking their list of "naughty or nice" investor behaviors to see who’s set for success. From crowning the listener call of the year to peering into the crystal ball for 2026 market predictions, this episode is a festive roadmap to help you secure your financial future.
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Transcript
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| 0:00.0 | The markets never sleep, but sometimes they do pause for eggnock. |
| 0:03.3 | Now we're going to look back and unwrap the year that was. |
| 0:06.3 | That's right. |
| 0:07.2 | 2025 gave us lots of surprises, lots of changes, lots of the volatility. |
| 0:12.3 | And so today, we're going to take a bit of a step back from the daily news cycle and reflect. |
| 0:18.3 | Talk about the things that we got right, the things we got wrong, what was on |
| 0:22.1 | our naughty list, on our nice list, and you can see predictions for 2026. Welcome to InvestFock. |
| 0:28.2 | I'm Justin Klein. And I'm Luke Carrera. And this is our 2025 holiday session. |
| 0:45.0 | Be here in markets overall and free big lessons, but we're going to start with number one the most surprising market move of the year. |
| 0:47.5 | What was yours? |
| 0:48.3 | Mine was probably the wholesale collapse in volatility risk premiums, right? |
| 0:56.8 | The VIX stayed unusually low, |
| 1:02.2 | considering what happened earlier in the year. You had this spike after the duration day, |
| 1:06.6 | tariff moved on, but you've essentially had a big reshuffling of the global economy, |
| 1:11.4 | and volatility has just been non-existent for most of the years. |
| 1:14.4 | That was kind of the big surprise that I had coming into the year, |
| 1:17.6 | especially because typically, you know, post-election, new presidency, it's always a time of change. |
| 1:20.6 | Hard to participate in pretty much just ignored that. |
| 1:22.6 | Yeah, definitely. |
| 1:23.6 | What I am? |
| 1:25.0 | It was foreign stockout performance. |
| 1:27.4 | Yeah, it's been languishing for so long. He's like... filling. What I am? It was foreign stockout performance. |
... |
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