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Latest / The Liquidity Event | Money and Finance with Shane and Ally Jane

Q1 Market Whiplash, Millionaire Tax Strategies and Bitcoin Backed Mortgages - Episode 183

Q1 started strong and then the final stretch changed everything.

In Episode 183 of The Liquidity Event, AJ and John break down what actually happened in the markets this quarter, from oil's sharp rise and renewed inflation concerns to why both stocks and bonds felt pressure. They walk through how global conflict impacts commodities, rate cut expectations, and what investors should really be paying attention to as we move into Q2.

The conversation also covers the growing world of advanced tax strategies for high net worth investors, including direct indexing, 351 exchanges, and exchange funds…

The skinny

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