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In this episode, Justin and Jared walk through a year-in-review of the markets, breaking down what the last 15 months can teach investors about uncertainty, volatility, and long-term strategy. They explore why having conviction in your investment approach matters—especially during periods of underperformance and market fear. Using real market data, they highlight how different asset classes performed and why diversification remains critical. Ultimately, the discussion reinforces that while markets are unpredictable, a disciplined, evidence-based approach is the most reliable path forward.

Takeaways:

• The last 15 months in the market present a unique opportunity to reflect on investment strategies.
• Understanding the rationale behind investment decisions is crucial, even when outsourcing management.
• A diversified portfolio can exhibit periods of underperformance, which should not deter long-term investment conviction.
• Market efficiency suggests that predicting short-term stock performance is largely unattainable for investors.

Chapters:

• 00:08 - Year in Review: Lessons from the Market

• 03:16 - Investment Portfolio Review

• 08:28 - Introduction to Evidence-Based Investing

• 17:46 - The Shifting Dynamics of Global Investment

• 24:55 - The Case for Global Diversification

Resources:

‍Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.