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Follow The Money Radio

PODCAST: The Pivot Beneath the Panic

July 2, 2025

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In this episode, Jerry Robinson analyzes the key market events and asset performance from the first half of 2025. He highlights the sharp rebound in the S&P 500 and Nasdaq, Bitcoin’s surge past $100K, and the outperformance of gold miners, European ETFs, and Smartscore 11 stocks. The episode also explores the weakening U.S. dollar and its impact on commodities and crypto. Then, Jerry shares his cautiously optimistic outlook, discussing expected Fed rate cuts, sector rotations, and emerging opportunities in tech, financials, and hard assets. He also outlines key risks, including tariffs, geopolitical tensions, and valuation pressures in big tech.

Show Notes

Segment 1: From Tariffs to All-Time Highs

SEGMENT BEGINS AT 03:15

In segment one, we’ll unpack the market action from the first half of 2025, including standout performers and how our Smartscore 11 Strategy significantly outperformed. Topics include:

  • U.S. stocks started choppy and finished at fresh all-time highs
  • Bitcoin soared past the critical $100,000 mark
  • Smartscore 11 Strategy: outperformed the S&P 500 3-to-1 YTD
  • ETF Leaderboard standouts: Junior Gold Miners (GDXJ), Poland (EPOL), and Silver Miners (SIL)
  • The weakening U.S. Dollar has had the worst start to a year since 1973
  • Crypto Leaderboard standouts: Monero (XMR), Maker (MKR), and Bitcoin (BTC)

Segment 2: The Second Half Playbook

SEGMENT BEGINS AT 21:25

What’s next for markets in the second half of 2025? Jerry unpacks the trends he sees, covering interest rates, technology, precious metals, and more. Topics include:

  • Interest rate and U.S. Dollar outlook
  • Technology and financial stocks poised to shine
  • Platinum and other precious metals could continue to rise
  • Cryptocurrency could respond well to friendly regulation
  • Four concerns that pose a risk to rising markets
  • Platinum members: Get Jerry’s weekly dollar-cost average moves real-time

Segment 3: The Final Word w/ Jerry Robinson

SEGMENT BEGINS AT 34:35

Jerry closes out today’s show with a summary of key takeaways and a word of wisdom from Depression-era stock trader, Jesse Livermore.

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