<a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2269009/open_sms">Please text and tell us what you like</a>Rich Weiss, CIO of Multi-Asset Strategies at American Century, brings 40 years of investment experience to discuss market reactions to global turmoil and why the VIX index remains surprisingly calm despite international tensions. • Markets appear to be undervaluing risk despite geopolitical conflicts and economic uncertainties • Economic consensus forecasts predict 1.5% growth this year, avoiding recession but not stellar • Manufacturing and housing sectors show concerning weakness while consumer data remains resilient • Bond vigilantes could reject the "Big Beautiful Bill" and drive up interest rates if deficit concerns intensify • Fed Chair Powell maintaining independence despite political pressure for rate cuts • Companies likely to pass tariff increases directly to consumers in coming months • Congressional Budget Office estimates tax legislation could add $2-3 trillion to deficit over next decade • U.S. interest payments as percentage of GDP have reached approximately 4%, comparable to struggling economies • Gold has overtaken the Euro as the second most popular central bank reserve asset globally • Diversification remains "the only free lunch in investing" during uncertain times • Short-term investment thinking resembles gambling more than actual investing • High-quality corporate bonds may provide better security than treasuries in the near term For more insights on navigating market uncertainty with a balanced approach, subscribe to "Ask Rich" on Mondays at 4:00 PM or follow the Skeptic's Guide to Investing. Straight Talk for All - Nonsense for None Please check out our other podcasts: https://skepticsguidetoinvesting.buzzsprout.com Disclaimer - These podcasts are not intended as investment advice. Individuals please consult your own investment, tax and legal advisors. They provide these insights for educational purposes only.

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