MARKET UPDATE: What Every International Woman Needs To Know About GDP, Inflation & Her Portfolio
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Did your money work harder than you did last year?
Probably not.
You crushed your goals. Maybe got a raise. Put in the hours.
Meanwhile, your money? Just sat there.
While you were grinding → investors made 15-20% returns in 2025.
Stayed on the sidelines?
You didn't just miss out.
You lost money.
Every single day.
To inflation.
That's why my dad Stefan is back on BOLD.
This time? We're doing a full market breakdown.
For those new here, meet Stefan Jäger:
→ 40+ years in finance
→ Former Managing Director at State Street Bank
→ Bought his first bond at 14 (bought his first car with the returns)
→ Runs our family office
→ 2025 performance: Double what most portfolios made
After his first episode, you asked:
"Can Stefan break down what's actually happening?"
"How does he decide where to invest?"
"What should I be watching right now?"
So we sat down for the 2026 Market Update.
The exact analysis Stefan uses to beat the market year after year.
His take?
"Whatever you did last year created excellent returns.
Did nothing? You lost money to inflation.
Checking your portfolio twice a year isn't optional."
Real talk:
€500/month invested at 7% = €250K+ in 20 years.
Wait just 2 years to start? You lost €45K
That's compound interest working against you.
In this episode, we break down:
💡 What happened in 2025 markets (and what it means for you)
💡 Why 70% US exposure isn't the disaster advisors claim
💡 GDP, inflation, returns → explained without finance bro nonsense
💡 Emerging markets reality → "It's gambling, not investing"
💡 Real vs. nominal interest rates (your savings account lies)
💡 The 3 investor levels: Losers, Intermediates, Nerds
💡 What we're watching in 2026 (and avoiding completely)
Stefan wasn't born a finance genius.
He wasn't trained as a portfolio manager.
He just started. Small. Consistent.
Learned on the job. Tested strategies. Stayed curious.
Now? He beats the market. Regularly.
"Everyone can do this. You just decide how deep you want to go."
Reality check from our conversation:
→ "Safe" portfolios made 15-20% last year (did yours?)
→ German DAX companies barely care about Germany's economy
→ Turkey offers 20% returns but 50% inflation (you're still losing)
→ One client saved €230K by understanding her fees
→ Stefan moved from 100% real estate to 99% equities (here's why)
This is the market update we do for the herCircle.
Now it's yours.
40+ years of wisdom. Father-daughter real talk. Zero jargon.
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