Podcast | 09.03.25
3 Primary Investment Themes Right Now | BISA Portfolio Podcast
by: BISA Staff
In this episode of the BISA Portfolio Podcast, John Olerio, BISA president and vice president of wealth management at Lighthouse Wealth Advisors, talks with Gene Goldman, chief investment officer at Cetera, about his top three investment themes for 2025 — the "Great Moderation," the evolving role of the Federal Reserve and the renewed importance of diversification — and how they remain relevant in the last part of the year.
Listen in here or on your favorite podcast app for insights from Goldman:
- Why the economy is showing signs of a slowdown and why the Fed may hold off on rate cuts amid persistent inflation concerns.
- How tariffs — once deflationary — are now expected to drive inflation higher, with 41% of CFOs planning price increases in response.
- Despite market headwinds, Goldman remains optimistic, viewing pullbacks as buying opportunities. He emphasizes the critical role of clear communication and data-driven analysis in navigating market corrections.
This episode is sponsored by Cetera.
Lighthouse Wealth Advisors is a marketing name of Cetera Investment Services. Securities and Insurance offered through Cetera Investment Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.
100 LIGHTHOUSE DR DOVER, NH 03820
Investments: • Are not FDIC/NCUSIF insured • May lose value • Are not financial institution guaranteed • Are not a deposit • Are not insured by any federal government agency