In this high-energy quarterly market update, Dave Pulcini sits down with John Harms for an unfiltered look at what’s really been driving market volatility — from policy-driven swings and tariff talk to consumer sentiment and surprise earnings reactions.John breaks down:What GDP and Fed projections mean for your investmentsWhy layoffs haven’t hit yet — and when they mightHow to view volatility as opportunity (not panic)Why active management may outperform passive in uncertain timesThe Netflix-to-bonds connection: yes, it’s realHis secret to long-term portfolio success: "process beats prediction"If you’re wondering whether to dangle your dollars in the market or sit on the sidelines — this is your episode. Real talk.  Real strategy.  No panic.