Market Warnings 2025: Ticking Time Bomb?

In this episode of Talkenomics, co-hosts Jordan Rizzuto, CIO of GammaRoad Capital Partners, and Tim Pagliara, CIO of CapWealth, sound the alarm on growing cracks in the market—and offer bold solutions. Jordan shares why his data-driven model has gone fully defensive, a move it's made only five times since inception, and why avoiding the worst market days trumps timing the best ones. Meanwhile, Tim dives into the politics and potential of releasing Fannie Mae and Freddie Mac from conservatorship, arguing that an IPO could inject $250 billion into housing solutions nationwide. From ETF signals to the fragility of the 60/40 portfolio, this episode tackles the risks you can’t afford to ignore.