Episode 50 — What's Really Driving This Market (November 2025) cover art

Episode 50 — What's Really Driving This Market (November 2025)

Episode 50 — What's Really Driving This Market (November 2025)

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 In this episode of KJH Insights, we take you inside the forces shaping today's market. The discussion breaks down the latest pullback, explores why some parts of the economy are powering ahead while others are clearly losing momentum, and unpacks what Q3 earnings reveal once you look beneath the surface. Sarah Bull, Managing Partner & Portfolio Manager, and Portfolio Manager Andrew Csumrik look at the split between strong and struggling businesses, what's fueling that divergence, and why thoughtful portfolio construction and company-level research matter more than ever in this environment.
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