Weekly Market Impact: October 19 | Earnings Season Starts Strong
Weekly Market Impact
Earnings season is off to a strong start, creating attractive opportunities across markets. Phil shares his perspective on the recent volatility and what it means for investors.
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Weekly Market Impact: October 12 | Concerned about U.S. debt?
Weekly Market Impact
This week, Phil is joined by Loukas Ganas, from the Ladenburg Research team, to discuss the debt crisis in the U.S. and the narrow equity market.
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Weekly Market Impact: October 5 | Sicily, Family Memories, and the Bond Market's Message
Weekly Market Impact
This week, Phil shares experiences from Sicily and memories of his father while discussing what the bond market is telling us and a market environment that's beginning to look more normal.
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Weekly Market Impact: September 28 | Graham Wong on Markets, the Fed, and What's Next
Weekly Market Impact
This week, Phil is joined by special guest Graham Wong, Senior Portfolio Manager at Thrivent Funds, to discuss equities, interest rates, Fed policy, and the outlook for the U.S. economy.
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Weekly Market Impact: September 21 | Fed Hike Debate: What It Means for Markets and Consumers
Weekly Market Impact
This week, Phil explains why he disagrees with the Fed’s latest rate hike, what it could mean for the markets, and breaks down the latest retail sales data.
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Weekly Market Impact: September 14 | Volatility, Opportunity & Reflection
Weekly Market Impact
This week, Phil discusses market volatility, potential investment opportunities, and shares his personal experience on 9/11.
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Weekly Market Impact: September 8 | Opportunities in Small Caps
Weekly Market Impact
This week, Phil welcomes special guest Jeremy Javidi, Senior Portfolio Manager at Columbia Threadneedle Investments, to talk about the opportunity in small caps.
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Weekly Market Impact: August 31 | What's Behind the Calm?
Weekly Market Impact
This week, Phil breaks down the latest inflation data, explains why markets have remained relatively calm, and highlights the benefits of staying diversified in 2026.
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Weekly Market Impact: August 24
Weekly Market Impact
This week, Phil talks about the latest headlines surrounding tariffs, the all-important inflation report known as PCE, and his family's homemade tomato sauce.
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Weekly Market Impact: August 17
Weekly Market Impact
Is diversification still possible when AI dominates the S&P 500? Listen in this week as Phil shares ideas for managing your portfolio.
info_outlineThis week Phil has special guest Raphael Lewis, Head of Specialty Research at BNY Investments for a look at stock research from a journalistic point of view.