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← Prof G Markets

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

August 1, 2025·1h 2m

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.