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Prof G Markets

The 2025 Rally: Real Strength or Market Mirage? — ft. Kevin Gordon

Prof G Markets

Prof G Media & Vox Media

Business, Investing, Entrepreneurship

4.31.4K Ratings

🗓️ 1 August 2025

⏱️ 63 minutes

🧾️ Download transcript

Summary

Kevin Gordon, director and senior investment strategist at Charles Schwab, joins the show to share his top takeaways from the year so far. He breaks down how markets are responding to tariffs, where he thinks interest rates and inflation are headed, and the key investment themes he's watching for the rest of the year. Subscribe to the Prof G Markets newsletter  Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Scott on Instagram Follow Ed on Instagram and X Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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1:00.8

Why isn't the Justice Department releasing the Epstein files?

1:04.2

Because the political winds shifted.

1:06.2

DOJ is supposed to be independent.

1:07.9

And now that principle is so far gone and so far degraded.

1:12.2

We don't even talk about it. We don't even talk about it, right? I'm Prit Barrara. In this week,

1:17.6

lawyers and former government officials, Mimi Roka, Ellie Honig, and Asherangappa join me on my

1:22.2

podcast, stay tuned with Prid, to discuss the perplexing questions raised by the Epstein Files saga. The episode is out now. Search and follow. Stay tuned with Preet to discuss the perplexing questions raised by the Epstein Files saga.

1:28.7

The episode is out now.

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