What to make of the stock market so far this year? Hascommercial real estate bottomed out? Jerry and Michael discuss the ups and downs of the stock market so far in 2025 and where it currently stands. In addition, they take a look at where oil and commercial real estate are in their typical cycles. Could this be a buy low opportunity?

Is a recession on its way? And tariffs, tariffs, tariffs,read all about it! Jerry and Michael discuss the possibility of a recession and bear market. Then a discussion on tariffs: the long-term goal versus how they can impact small business now. Will tariffs end up being the tipping point for a recession?

David McCord, CMT® joins the show to discuss the current market action and his views of recent market and economic news. Jerry interviews Dan Russo of Potomac.

Dan Russo is a Portfolio Manager and Director of Research forPotomac. Dan has been in the securities industry for 22 years. He is a Charted Market Technician (CMT®), having earned the right to use that designation in 2012. He has experience with a wide range of institutional investors, working with them to perform fundamental, technical, and quantitative research tonavigate the market and generate actionable trading and investment ideas. At Potomac Fund Management, his primary roles include conducting technical and quantitative analysis, structuring portfolios of ETFs based on this analysis, and providing ongoing written research for the firm’s financial advisor client base.