Stock Sell-Off: Fear or Opportunity? Artwork

KP Talks Dollars and Sense

KP Talks Dollars and Sense helps you learn financial literacy and provides real-time updates on all things housing, finance, and real estate with your host Kevin Peranio. As an owner and C-level executive for 20 plus years in finance, KP is here to serve you with all of his knowledge and experience. Tune in each week for more episodes. Kevin Peranio does not render or offer to render personalized investment or tax advice through KP Talks Dollars and Sense. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice.

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KP Talks Dollars and Sense

Stock Sell-Off: Fear or Opportunity?

March 17, 2025 • Kevin Peranio • Season 3 • Episode 32

📊 Market Volatility, Tech Investments & The Fourth Turning

The financial landscape is shifting as uncertainty fuels stock market sell-offs and major tech companies invest heavily in the U.S. Meanwhile, geopolitical tensions over Taiwan raise concerns about semiconductor supply chains. Are we witnessing the Fourth Turning in economic and political cycles?

📌 Key Topics Covered:
⏱ 00:00 – Market turbulence & disclaimer: "Not responsible for losses, only profits."
⏱ 00:20 – Live from ICE Experience 2025: Mortgage tech insights & leadership lessons.
⏱ 01:27 – General Stanley McChrystal on military leadership & after-action reviews.
⏱ 02:24 – The importance of discovering "ground truth" in business & market trends.
⏱ 03:25 – Olympic legend Katie Ledecky on mindset & breaking personal records.
⏱ 04:11 – Taylor Sheridan on storytelling, creativity & the business of entertainment.
⏱ 05:08 – Stock market sell-off: Is it overblown? Why holding strong stocks matters.
⏱ 06:53 – The Fourth Turning: Government changes, deregulation & economic cycles.
⏱ 08:18 – Tech giants investing in America: $500B from Apple, $200B from SoftBank, $100B from TSMC.
⏱ 08:46 – China’s ambitions for Taiwan: What happens if 90% of semiconductors fall under Chinese control?
⏱ 09:10 – Oil, inflation & economic resilience: The impact of deregulation on markets.
⏱ 10:00 – The administration's economic policies & investment shifts.
⏱ 12:23 – Tariffs & stock market corrections: What’s the real impact?
⏱ 14:09 – Inflation updates: CPI, PPI & the Fed’s policy outlook.
⏱ 15:13 – U.S. debt, budget battles & the need for economic reform.

📢 Stay informed: linktr.ee/kptalksdollarsandsense

#KPTalksDollarsAndSense #StockMarket #TechInvestments #EconomicTrends #FourthTurning #ChinaTaiwan #Semiconductors #Inflation #GovernmentSpending #Tariffs #MortgageRates #FYP

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Kevin Peranio

Host