Shutdowns, Snowstorms, and a Slowing Economy

Markets are digesting a lot right now.

In this episode, Noah Brooks and Chris Neis break down Nvidia’s strong earnings and why the stock still sold off, the Supreme Court ruling on tariffs and what it means for trade policy, and how government shutdowns and winter storms are weighing on GDP.

They also dive into:

• The recent drawdown in software stocks and Bitcoin
 • Private equity stress and financial sector weakness
 • European defense spending and global geopolitical risks
 • A hypothetical 2028 AI-driven economic spiral
 • Whether now is the time to buy when markets are under pressure

Plus, a few detours into hockey gold medals, car-buying frustration, and the future of SpaceX.

As always, we focus on what matters for long-term investors.

Have questions, topic suggestions, or comments? Feel free to reach out to us at [email protected]!

Visit GoodLifeCo.com/podcasts/market-enthusiast for more episodes.

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