In this special Q2 Market Review episode of Off the Wall, we’re introducing a new segment: Ask Monument Anything (AMA). Dave, Nate and Erin answer questions from clients and listeners, and also cover what went down in the markets during the second quarter of 2025. They cover everything from interest rates and inflation to timing your investment strategy and understanding international diversification.
[00:33] Introducing the topic of today’s episode
[01:29] Q1 Market Summary – What happened in Q1?
[04:10] Highest and lowest performing market sectors of Q1 of 2023
[06:40] What equity markets performed well in Q1? & How tech layoffs impact the tech sector
[09:39] There’s an issue with leadership and breadth in the market…
[11:56] What surprised us about international (non-US) stocks
[13:57] Don’t make these assumptions when investing in Q2
[14:54] Let’s talk about investing & saving your cash in Q2
[16:04] Other market surprises from Q1 (hint: we’re talking about banks!)
[23:56] Major takeaways from Q1 of 2023
[28:17] Market predictions for Q2 and the rest of 2023