March 15, 2025

This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the subscription economy, what services we’re using and their perceived value, and how price hikes could change consumer habits.
From AI to GameStop to marijuana stocks, thematic investing has driven some of the hottest market trends in the last five years—but are these themes still delivering? We’re looking back at the biggest investment fads, how they’ve performed, and what investors can learn from the hype cycles.
After the break, the hosts discuss the lower-than-expected inflation data from the Consumer Price and Producer Price indices, the market’s uncertainty around tariff threats, and what these factors could mean for the likelihood of a recession.
Timestamps and Chapters
- 5:42: The Subscription Trap
- 34:10: Thematic Investing: Where Are They Now?
- 50:21: Inflation Data, Tariffs, and Recession