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“Market Mayhem, Policy Whiplash, and the Power of Process – Q1 Market Update with John Harms

“Market Mayhem, Policy Whiplash, and the Power of Process – Q1 Market Update with John Harms

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 In this high-energy quarterly market update, Dave Pulcini sits down with John Harms for an unfiltered look at what’s really been driving market volatility — from policy-driven swings and tariff talk to consumer sentiment and surprise earnings reactions.
John breaks down:
  • What GDP and Fed projections mean for your investments
  • Why layoffs haven’t hit yet — and when they might
  • How to view volatility as opportunity (not panic)
  • Why active management may outperform passive in uncertain times
  • The Netflix-to-bonds connection: yes, it’s real
  • His secret to long-term portfolio success: "process beats prediction"
If you’re wondering whether to dangle your dollars in the market or sit on the sidelines — this is your episode.
Real talk. Real strategy. No panic.
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