70. 2025 Stock Market Expectations & Predictions: Infrastructure Investment, Tech Innovation & Fiscal Policy Effects

This week, we’re diving into the key market themes of 2025—what’s shaping up to be a monumental year for self-directed investors. We’ll unpack the trends driving infrastructure investment, tariffs with a twist, deregulation fueling innovation, and the evolution of retail trading.

This episode is packed with actionable insights to help you navigate 2025’s most important stock market predictions. From infrastructure to innovation, you’ll learn how these themes could shape your portfolio—and discover the questions you should ask as you plan your next investment moves.

Jessica Inskip breaks it all down with her 15 years of expertise, while Jessie DeNuit asks the questions you might be wondering yourself. We also drop hints about what’s ahead this season on Market MakeHer! So, if you’re ready to start the year informed and empowered, hit play now.

Jessie’s Questions:

• What does “modernizing infrastructure” really mean?
• If you already have S&P 500 index funds in your portfolio, are you investing in this trend?
• What other stocks or sectors should you research to diversify?
• Didn’t tariffs tank the market in 2018?
• How is 2025 different, and what’s a “dovish Fed”?
• Can tariffs actually work in the market’s favor this time?
• Does deregulation mean rolling back rules for companies? Could that hurt consumers?
• How does deregulation tie into the AI boom?
• What’s the difference between capital expenditures (CapEx) and operating expenses (OpEx)?
• How might deregulation benefit businesses while balancing innovation and oversight?
• What exactly is retail trading?
• Does 24-hour stock trading mean you can trade anything, anytime?
• Why would anyone trade options at 3 a.m.?
• Is 24-hour trading really a game-changer for investors like you?