Some years in the markets teach us very little. Others are loud, humbling, and educational. As Markus and Justin discuss, 2025 firmly belonged to the latter category.
After several years of strong returns, relatively shallow drawdowns, and an investor culture that has grown increasingly confident, this past year delivered a reminder that markets are complex, emotional, and ultimately indifferent to our narratives.
The blog post below includes links to the audio/video as well as charts discussed:
Just Some Musings 3.11
What did the markets really teach investors in 2025? Six evidence-based lessons on leadership risk, diversification, AI hype, volatility, and staying disciplined.
Muhs Wealth Partners
Discussion