Wintrust Business Lunch 7/25/25: Market rally, interest rate outlook, South Chicago Packing, Loop activity

Wintrust Business Lunch

Segment 1: Steven Esposito, President of Yellowstone Wealth Management in Lake Forest, talks to John about today’s market rally, the Trump v. Jerome Powell feud, why he thinks interest rates should be lower, why Powell might be hesitant to lower rates, his thoughts on the trade deals and what that could mean for the market, the rotation into the Russell 2,000, the yield curve being inverted for the longest period in over 47 years, and what he’s telling investors right now.

Segment 2: Greg Evans, President, South Chicago Packing, talks to John about their 5th-generation family owned business, the products they provide, how the company has evolved over the years, where you can find their products, the benefits of using animal fats for meal prep, how you would use the ingredients they make, how many people they employ in Chicago, and how business has been going this year.

Segment 3: Michael Edwards, President and CEO, Chicago Loop Alliance, talks to John about Chicago Loop Alliance’s State of the Loop quarterly report details for the 2nd quarter of 2025. Michael also shares his thoughts on the future of NASCAR in Chicago and if we will eventually see it come back to the city.

https://serve.castfire.com/audio/7543691/7-25-25_Wintrust_Business_Lunch_market_rally_trade_deal_fed_policy_south_chicago_packing_Loop_Alliance_loop_activity_report_2025-07-25-181031.128.mp3

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