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.

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.

This week, Phil discusses market volatility, potential investment opportunities, and shares his personal experience on 9/11.

This week, Phil welcomes special guest Jeremy Javidi, Senior Portfolio Manager at Columbia Threadneedle Investments, to talk about the opportunity in small caps.

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.

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.

Is diversification still possible when AI dominates the S&P 500? Listen in this week as Phil shares ideas for managing your portfolio.

Blowout earnings have helped push markets higher. Listen in for the latest on earnings, the ISM report, and highlights from Phil's family vacation.

This week, Phil welcomes special guest Peyton Studebaker, Senior Vice President and Portfolio Manager, at Davidson Investment Advisors for a discussion on why bonds are sexy!

Get ready for big data and big headlines this week as Phil discusses the latest in AI and much more.

Get ready for big data and big headlines this week as Phil discusses the latest in AI and much more. This is also available as a podcast.

This week, Phil takes a closer look at the earnings cycle, explains why market volatility shouldn't spark panic, and weighs in on the World Cup.

With margins near 15%, listen in this week to hear Phil's perspective on why he believes this could help reduce market volatility.

This week, Phil discusses the spillover effects of AI on market performance beyond the Magnificent Seven, along with the World Cup and the celebration of America's 250th anniversary.

This week, Phil discusses how diversification is working better than ever, along with an exciting explanation of Russia's influence, featuring Fred Boy, CFA, from the Ladenburg Research team.

Reasons for concern? This week, Phil breaks down the current state of the markets and what to look out for!

SpaceX, an Iran resolution, inflation, and markets near all-time highs—this week, Phil breaks it all down, weighing the pros and cons.

This week, Phil provides an update on last week's sell-off, featuring his daughter, Luca Blancato.

This week, Phil is joined by special guest Dr. Kevin Peter Hickerson, CEO of The Earthineering Company, to discuss modular nuclear reactors, the future of fuel, and how power generation could change before we know it.

This week, Phil gives an update on the S&P 500's impressive returns, explores opportunities in the bond market, and reviews the latest trends in consumer sentiment.

This week, Phil is joined by special guest Mike Gitlin, President & CEO of Capital Group to explore the outlook for equities and fixed income. The two discuss emerging opportunities in semi-liquid private investments, the expansion of active ETFs, and predictions for the future of financial services. 

This week, Phil is joined by Matt Crosby from the Ladenburg Research team to discusses the latest market statistics and explore the impacts El Niño has on our economy.

This 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.

Why is the S&P 500 hovering near all‑time highs, and why aren't rising oil prices weighing more heavily on the market? Phil has the answers and plenty more, in this week's episode. 

This week, Phil welcomes special guest Matthew Fries, CEO and President of Inland Investments, to discuss real estate strategies like 1031 exchanges and how they may help create wealth.

This week, Phil has special guest Dan Alamariu, Chief Geopolitical Strategist from Alpin Macro, to discuss the Iran conflict and its economic 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.

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.

This week, Phil discusses the latest inflation data, the conflict with Iran, and ongoing concerns about the economic outlook.

This week, Phil welcomes special guest Erik Kazatsky, MacKay Municipal Manager, to discuss opportunities in the municipal bond market.

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.

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.

This week, Phil welcomes special guest Daniel Shaeffer, CEO of Cottonwood Communities, to discuss the current state of the housing market.

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.

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 risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. In general, the bond market is volatile; bonds are subject to credit risk and interest rate risk (bond prices rise when interest rates fall and vice versa). This effect is usually pronounced for long-term securities. Any fixed-income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.  Vehicles that invest in lower-rated debt securities (commonly referred to as junk bonds or high-yield bonds) involve additional risks because of the lower quality credit of the issuers. Stocks may be subject to even greater volatility and liquidity risk.  A portfolio of international investments involves special risks not present with U.S. investments due to factors such as increased volatility, currency fluctuation, and differences in auditing and other financial standards. These risks can be accentuated in emerging markets. Despite strong historical performance, securities carry risk and may not continue to perform similarly in the future. The statements provided herein are based solely on the opinions of the Ladenburg Thalmann Asset Management (Ladenburg) Research Team and are being provided for general information purposes only. Neither the information nor any opinion expressed constitutes an offer or a solicitation to buy or sell any securities or other financial instruments. Any opinions provided herein are not intended to provide legal or tax advice or investment decisions. Any political views expressed are personal opinions and are not intended as investment advice. Certain information may be based on information received from sources the Ladenburg Research Team considers reliable; however, accuracy and completeness of such information cannot be guaranteed. Certain statements contained herein may constitute "projections," "forecasts" and other "forward-looking statements" which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements reflect the judgment of the Ladenburg Research Team only as of the date of this document and are subject to change without notice. Ladenburg has no obligation to provide updates or changes to these opinions, projections, forecasts and forward-looking statements. Ladenburg is not soliciting or recommending any action based on any information in this podcast. Crypto assets (including bitcoin) involve significant risk, are speculative in nature, may lose all value, and are not appropriate for all investors. Crypto assets are not insured by the FDIC or SIPC, may lack regulatory protections, and carry technology, operational, and cybersecurity risks. Ladenburg is an SEC Registered Investment Adviser under the Investment Advisers Act. Registration does not imply a certain level of skill or training. Ladenburg provides investment advisory services and may serve as a sub-advisor for accounts managed by third-party advisers or may be included in advisory platforms sponsored or administered by affiliates or third-party advisers. Ladenburg does not provide tax or legal advice. Please consult your tax advisor or attorney. For additional information, please see the Program Disclosure Brochure or ADV Part II for full details, which are available upon request or please visit adviserinfo.sec.gov. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. © Osaic, Inc. • osaic.com

This week, Phil discusses the U.S. dollar, the latest announcement from the Federal Reserve, and current trends in global trade.

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.

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.

This week, Phil discusses his 2026 investment themes, analyzes the latest job market data, and provides an update on artificial intelligence developments.

This week, Phil looks back at 2025, to discuss the year's biggest surprises and the expectations that didn't quite pan out.

This week, Phil wraps up 2025 with an update on the Santa Claus rally, market reflections and has a special guest- his daughter Marcella Blancato!

This week, Phil has special guests Aidan Redmond and Fred Boy from the Ladenburg Research team to discuss their 2025 hot topics along with Phil's latest insights on inflation data.

This week, Phil is joined by Jaime Desmond and Matt Crosby from the Ladenburg team to discuss the consumer, inflation and holiday spending.

This week, Phil is joined by Loukas Ganas and Ben Dennis, CFA from the Ladenburg Research team to discuss 2025's unexpected economic twists and the what the latest inflation data reveals.

This week, Phil breaks down the latest trends from Black Friday and Cyber Monday spending, explores how AI is boosting productivity, and shares what to expect as we head into December.

This week, Phil is joined by Matt Crosby from the Ladenburg research team to talk about the cost of Thanksgiving prices versus last year, the latest on markets, and if there is really an AI tech bubble.

This week, Phil is joined by Ben Dennis, CFA from the Ladenburg research team to give an update on tariffs, the consumer, and holiday spending.

This week, Phil talks about stock valuations, opportunities in other markets, and a salute to our Veterans.

This week, Phil talks about taking profits, the strength of the US dollar and the latest on the government shutdown.

This week, Phil has special guest Mike Collins, Managing Director and Executive Portfolio Advisor from Prudential Global Investment Management, to discuss stock valuations, bond market opportunities and the health of the overall economy.

This week, Phil discusses the Magnificent 7 valuations; whether we're in an AI bubble, the government shutdown, and the subsequent success of the bond market.