SOUND Live: "The World Has Turned and Left Me Here" SOUND Bite - July 22, 2025
Markets have rallied sharply since April — but is it sustainable? In this SOUND Bite, Brandon Levine and Gary Vescio unpack what’s driving the rebound, what history tells us about this moment, and how long-term investors might position for what’s next.
SOUND Live: "You Can't Eat a Sandwich Without Dijon" SOUND Bite - April 9, 2025
A short-form take on our full SOUND Note from April 9, 2025
SOUND Note: "You Can’t Eat A Sandwich Without Dijon" - April 9, 2025
Although we are only a quarter into 2025, and we believe the odds favor “tariff” being the “word of the year.” Due to our headline driven news, people are not liking the word, but did people love the name Blanche the first time they heard it? In this Note we hope to provide some education on tariffs, some historical economic data, and our views on navigating the equity market in the coming months.
SOUND Live: "The Pitch" Video SOUND Bite - March 17, 2025
A short-form take on our full SOUND Note from March 17, 2025
SOUND Note: "The Pitch" March 17, 2025
As we continue to find the 2025 investment universe in the constant crosshairs of the pessimistic pundits of the financial news media, we hope to provide some color on what we have observed over the past few months and decades, and use this to share our medium to long-term outlook, and see how much of these recent events are just a ”show about nothing…”.
