Weekly Market Impact: March 16
Weekly Market Impact
This week, Phil welcomes special guest Erik Kazatsky, MacKay Municipal Manager, to discuss opportunities in the municipal bond market. Municipal Bond Disclosures Discussions of municipal bonds in this podcast reflect the opinions and perspectives of the host and guest based on prevailing market conditions at the time of recording and are provided for general informational purposes only. Such opinions do not constitute guarantees of performance, income, safety, or capital preservation, and should not be interpreted as predictions of future results. Municipal bonds are not...
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Weekly Market Impact: March 9
Weekly Market Impact
Are markets really that bad? This week, Phil discusses the latest market results, the Iran conflict, and explores how prediction markets work with Aidan Redmond and Ben Dennis from the Ladenburg Research team.
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Weekly Market Impact: March 2
Weekly Market Impact
This week, Phil discusses the impact of rising oil prices driven by the conflict in Iran, the latest data on manufacturing, and why the S&P 500 is losing to the bond market so far this year.
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Weekly Market Impact: February 23
Weekly Market Impact
This week, Phil welcomes special guest Daniel Shaeffer, CEO of Cottonwood Communities, to discuss the current state of the housing market.
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Weekly Market Impact: February 17
Weekly Market Impact
The S&P is flat for 2026! Tune in to hear what's happening beneath the surface and where we’re finding more attractive opportunities.
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Weekly Market Impact: February 9
Weekly Market Impact
This week, Phil welcomes special guest Harry Sudock of CleanSpark for a deep dive into AI, power generation, and the future of bitcoin. Index performance does not reflect the deduction of any fees and expenses, and if deducted, performance would be reduced. Indexes are unmanaged and investors are not able to invest directly into any index. Past performance cannot guarantee future results. Performance data is sourced from Bloomberg, JP Morgan, Goldman Sachs, Wells Fargo, Charlie Bilello, Visual Capitalist, and First Trust. Past performance is not indicative of future results. Investing involves...
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Weekly Market Impact: February 2
Weekly Market Impact
This week, Phil discusses the U.S. dollar, the latest announcement from the Federal Reserve, and current trends in global trade.
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Weekly Market Impact: January 26
Weekly Market Impact
This week, Phil breaks down the latest inflation data and previews a big week for earnings, sharing his insights on current market conditions and what to expect in the week ahead.
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Weekly Market Impact: January 20
Weekly Market Impact
This week, Phil talks about the latest headlines and why they’re not impacting markets, dives into new inflation data, and explains the rising success of sectors beyond the Magnificent Seven.
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Weekly Market Impact: January 12
Weekly Market Impact
This week, Phil discusses his 2026 investment themes, analyzes the latest job market data, and provides an update on artificial intelligence developments.
info_outlineThis week, Phil is joined by Fred Boy, research analyst from LTAM, to discuss equity valuations and expectation for the next Fed move.