Tag: Portfolio Strategy

Fear Sells, Perspective Wins with Rana Chauhan – Part 1 (Ep. 60)

Fear Sells, Perspective Wins with Rana Chauhan – Part 1 (Ep. 60)

Fear sells, but demand drives results.

In this episode, John and Alex Soutsos speak with Rana Chauhan, President and Chief Investment Strategist at Victory Hill Capital, about how media narratives influence investor behavior and why perspective matters most when headlines get loud. They discuss how modern news cycles and fear-based storytelling can push investors into poorly timed decisions, and why adaptability, demand, and long-term thinking can be more helpful than short-term predictions.

 John, Alex, and Rana discuss:

  • Why media narratives have more influence on markets today than ever before
  • How outdated valuation models struggle to explain modern innovation
  • Fear-driven headlines, investor psychology, and why bad news spreads faster
  • Shorter market cycles, options activity, and increased volatility
  • Why demand drives earnings, and earnings drive markets
  • And more!

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About Our Guest: 

Rana Chauhan is the President of Victory Hill Capital and one of the original founders of Investment Planning Counsel (IPC). With a background in medicine, physics, and investment strategy, Rana brings a probability-driven, evidence-based approach to capital markets. His work focuses on concentration, adaptability, and understanding how innovation and demand shape long-term outcomes.

What Moved Markets in 2025 and What Comes Next (Ep. 59)

What Moved Markets in 2025 and What Comes Next (Ep. 59)

A lot happened in 2025. Markets moved fast, headlines got louder, and investors were left sorting signals from noise.

In this episode, John and Alex Soutsos break down what actually mattered, and what could shape 2026. They talk about how markets digested political change, tariff fears, rate expectations, and sector rotations, and why long-term investors should focus less on headlines and more on fundamentals.

John and Alex discuss:

  • A year-end review of 2025 market volatility and why “a few things happened” is an understatement
  • Tariffs, inflation myths, and why economic friction does not always mean higher prices
  • Sector rotation, tech concentration, and what healthier market breadth looks like
  • Media narratives, AI bubble headlines, and why investors should question incentives
  • And more!

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