Weekly Market Impact

Diversification matters! Phil talks about new tech companies paying dividends to shareholders are commonplace and how diversification helps to lower risk. Also, why are interest rates staying stubbornly high?

Will the inauguration of Donald Trump lead to economic change? Listen in for the latest on markets and the potential impact. 

This week, Phil talks about 2025 expectations and opportunities that the market will present, as well as the lead up to the all-important inflation data that we'll get later in the week.

Phil looks back at 2024, what went right and what went wrong and discusses January expectations.

This week, Phil is joined by Matt, Ben, Aidan and Fred from the Ladenburg Research team to wrap up 2024! They will also discuss the lack of a Santa Claus rally and why markets have been volatile recently.

What happened to Santa? This week, Phil talks about the lack of a Santa Claus rally, stickier inflation, and 2025 potential risks to markets.

This week, Phil is joined by Fred Boy, research analyst from LTAM, to discuss equity valuations and expectation for the next Fed move.

This week, Phil talks about the strong job numbers, services, the goldilocks environment we are in and markets at an all time high!

Art as an asset class? This week Phil has special guest Charles Livio Payne to discuss investing in art and the latest on markets. Read Important Disclosures: ltam.com/Disclosure

How much more do thanksgiving turkeys cost? Why is the S & P 500 at all time highs and bonds rallying? Listen in as Phil explains why! 

This week, Phil talks about interest rates rising, the Federal Reserve being a little less kind to markets, but the US economy doing just fine.

This week, Phil talks about the euphoric market post the election, being prudent in your portfolio and what opportunities there are now!

This week, Phil talks about the election, the latest on earnings, but more importantly a slew of economic data that tells us the economy is doing okay.

This is the big week for tech earnings. Can they continue to support the market? Listen in as Phil will cover that as well as the latest on consumer savings.

This week Phil talks about how markets continue to rally, data continues to be good enough and everything seems to be going better than expected. Can it last?

This week Phil talks about the strength of the US consumer, the latest on inflation and market expectations for the fourth quarter.

This week Phil is joined by Matt Crosby, analyst with LTAM, they discussed the implications of the resolved port strike and what it could have done to the US economy.

This was a special edition podcast with Clayton Chandler, Chief Data & Analytics Officer at Osaic, where we discuss AI, artificial intelligence, what it is and how it can help.

This week, Phil talks about the surprising .50% cut to the federal funds rate and has special guest Ben Dennis, CFA to discuss seasonal patterns in markets.

It's Fed week! This week, Phil goes into detail about why the market thinks it's so important to see the Federal Reserve cut interest rates and what, if any, the impact would be.

This week, Phil talks about inflation expectations, September historical performance, the split between growth and value, and the latest jobs data.

Managed futures? Do you have anything in your portfolio that acts differently than the markets? Today, Phil has special guest Kathryn Kaminski PhD, Chief Research Strategist and Portfolio Manager from Alpha Simplex, a division of Virtus to discuss alternative investments. 

This week, Phil discusses the latest comments from the Federal Reserve, expectations for a rate cut, and European versus American taxes with special guests Ben Dennis, CFA from Ladenburg Research. 

This week Phil talks about the Federal Reserves Jackson Hole meeting where we'll hear about interest rate policy. Phil also has a special guest, Matt Crosby, to discuss how mutual funds are converting into exchange trade funds. 

This week, Phil talks about recent market sell offs, changing labor markets and a solid earnings season for Q2.