In this episode, Adrian Nicholson and Roshan Loungani discuss market volatility, the impact of geopolitical events, and strategies for long-term investing during turbulent times. They explore key indicators like the VIX, the influence of oil prices, and the importance of diversification and rebalancing. Adrian and Roshan break down how to interpret these signals without overreacting to short-term noise, offering practical guidance for investors trying to stay grounded amid daily headlines. Whether you’re approaching retirement or already living in it, this episode gives you a clear-eyed framework for protecting your portfolio while staying positioned for long-term growth. Listen now to learn more about Stock Market Volatility Guide: Protect Your Portfolio, Grow Your Wealth.
00:00 Introduction to Market Volatility and Key Themes
00:36 Roshan’s Favorite Quote on Market Corrections
00:58 Long-Term Investing and Ignoring Short-Term Noise
01:21 Current Market Conditions and Seasonality
02:14 The Role of the VIX and Fear Gauge
03:13 Geopolitical Risks and Market Sentiment
06:15 Oil Prices, War, and Inflation
09:46 Impact of Oil and War on Corporate Earnings
11:36 Federal Reserve, Interest Rates, and Market Volatility
13:19 Seasonality of September and Market Performance
14:49 Reviewing and Rebalancing Your Portfolio
18:08 Midterm Elections and Market Uncertainty
20:29 Historical Midterm Market Trends
21:52 Importance of Long-Term Perspective and Diversification
24:12 Opportunities Created by Market Volatility
25:32 Revisiting Asset Allocation and Risk Tolerance
27:00 Final Thoughts and Advice for Investors
To read the Full Show Notes scroll down or click here.
Listen now to learn more about Stock Market Volatility Guide: Protect Your Portfolio, Grow Your Wealth.
Select episodes, like this one, can be found on YouTube: https://www.youtube.com/channel/UC0ZZPM3xk6onXNpb1ceAkCg
#retirementlifestyleshow #retirementlifestylepodcast #fire #podcast #FI #Retire #retirewithroshan
Listen now to learn more about this episode on Stock Market Volatility Guide: Protect Your Portfolio, Grow Your Wealth.
Disclaimer Welcome, you are now listening to the retirement lifestyle show with Roshan Loungani Erik Olson and Adrian Nicholson. This show is an exploration of ideas to help you work towards your ideal retirement. Roshan Loungani and Erik Olson serve clients across the US. They offer financial planning and investment advice through Arete Wealth Advisors, LLC, an SEC registered investment advisor and securities through Arete Wealth Management LLC, member FINRA, SIPC, and NFA. Get ready for the financial independence of your dreams. All opinions expressed by podcast hosts and guests are solely their own are based on information they believe is reliable. Neither Arete Wealth nor its affiliates, warrants its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only and should not be regarded as specific advice or recommendations for any individual. Before making any decisions consult a professional. Finally, our music is the chance by Jason Shaw and Audionautix. It’s part of the YouTube Audio Library and it’s licensed under a Creative Commons license.
Thank you for listening.
In this episode, Adrian Nicholson explores the critical considerations for buying real estate, from location and timing to investment strategies and legal structures. Whether you’re a first-time buyer or an experienced investor, learn how to make smarter decisions in your property journey. Listen now to learn more about The Retirement Real Estate Guide: What to Know Before You Sign.
In this episode, Adrian and Roshan discuss building a strong financial foundation by covering essential areas such as emergency funds, debt elimination, insurance, retirement savings, tax planning, investment strategies, and estate planning. Learn practical tips to enhance your financial health and secure your future. Listen now to learn all about Building Financial Foundation: 6 Steps to Financial Security.
In this episode, we explore the economic and investment opportunities surrounding the 2026 FIFA World Cup in North America. We discuss the industries expected to benefit, the tournament’s broader economic impact on host cities and businesses, and how investors can position themselves to capitalize on one of the world’s largest sporting events. Listen now to learn all about the 2026 FIFA World Cup: Economic Impact & Investment Opportunities.
