Podcast episode
Episode 211 – Marks on the Market: 2025 Year in Review: Markets, AI, and the Faith Driven Movement
Join FDI hosts Richard Cunningham, John Coleman, and Luke Roush, along with Justin Forman of Faith Driven Movements, as they recap an extraordinary year in markets and ministry. Recording just before Thanksgiving, this special year-end episode explores the key economic trends that shaped 2025 and the remarkable growth of the faith-driven investing ecosystem.
All opinions expressed on this podcast, including the team and guests, are solely their opinions. Host and guests may maintain positions in the companies and securities discussed. This podcast is for informational purposes only and should not be relied upon as specific investment advice for any individual or organization.
Episode Notes
As 2025 draws to a close, John Coleman, Luke Roush, and Justin Forman join Richard Cunningham for an insightful year-in-review discussion covering both market dynamics and the faith-driven investing movement. This conversation reveals surprising economic resilience amid chaos, the continued dominance of AI-driven growth, and persistent affordability challenges that demand Christian investors’ attention.
The hosts explore four major market themes: continued US economic dynamism despite early-year concerns, the omnipresence of AI and mega-cap technology stocks, ongoing illiquidity in private markets, and the growing affordability crisis affecting housing and wealth inequality. They also celebrate encouraging signs in the faith-driven ecosystem, including explosive growth in Bible engagement and increasing openness about faith in Silicon Valley.
Beyond market analysis, this episode addresses the “how moment” facing faith-driven investors—moving from awareness that capital matters to practical implementation across diverse asset classes. From the maturity of faith-driven real estate strategies to discussions about meaningful work in an AI-disrupted economy, this conversation provides essential perspective for investors approaching 2026.
CHAPTERS
00:00 Introduction and Thanksgiving Plans
02:21 John Coleman’s 2025 Market Overview
07:48 US Economic Dynamism and AI Dominance
10:10 Private Market Illiquidity Continues
11:45 Affordability Crisis and Wealth Inequality
13:57 Green Shoots in Faith and Bible Engagement
14:45 Luke Roush’s Four Words for 2025
17:30 Chaos, Prosperity, and AI Investment
20:09 Faith-Driven Movement Maturity
20:44 Justin Forman on Movement Diversity
24:19 The “How Moment” for Faith-Driven Investors
26:56 Interest Rates and Historical Context
32:28 AI Valuations and Market Uncertainty
33:57 Energy Revolution on the Horizon
35:40 Affordability and Consumer Health Discussion
41:17 Purpose, Meaning, and the Future of Work
44:58 Seeds vs Silos: Re-Risking for Kingdom Impact
46:56 Historical Perspective on Jesus’ Transformation