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On this episode of The Lowdown, Avdian Senior Portfolio Manager Kevin Lenox joins Mike Smith to discuss the implications for markets in 2025. Kevin shares his insights on fiscal policy uncertainties, private credit vulnerabilities, and how shifting tariffs might reshape global markets. They also explore evolving investment strategies, the impact of rising bond yields, and the future of energy in the U.S. after the TV show 'Landman' renewed America's interest in O&G. Let’s Chat: https://avidianwealth.com/get-started/ Michael Smith: https://avidianwealth.com/team-member... Kevin Lenox: https://avidianwealth.com/team-member... Disclaimer: Avidian Wealth Solutions is a registered investment adviser. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.