Weekly Market Impact: April 13
Weekly Market Impact
This week, Phil has special guest Dan Alamariu, Chief Geopolitical Strategist from Alpin Macro, to discuss the Iran conflict and its economic impact.
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Weekly Market Impact: April 6
Weekly Market Impact
This week, Phil wraps up the first quarter with a look at some surprising performances across different markets and an update on the latest labor data and manufacturing success.
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Weekly Market Impact: March 30
Weekly Market Impact
This week, Phil welcomes special guest Mark Eibel from Russell Investments to discuss the state of the U.S. economy, the impact of the middle east conflict, and current investment opportunities.
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Weekly Market Impact: March 23
Weekly Market Impact
This week, Phil discusses the latest inflation data, the conflict with Iran, and ongoing concerns about the economic outlook.
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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...
info_outlineThis 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.