Weekly Market Impact

Weekly Market Impact: March 16

16 Mar 2026

Contributed by Lukas

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

Weekly Market Impact: March 9

09 Mar 2026

Contributed by Lukas

Are markets really that bad? This week, Phil discusses the latest market results, the Iran conflict, and explores how prediction markets work with Aid...

Weekly Market Impact: March 2

02 Mar 2026

Contributed by Lukas

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 los...

Weekly Market Impact: February 23

23 Feb 2026

Contributed by Lukas

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

Weekly Market Impact: February 17

18 Feb 2026

Contributed by Lukas

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.

Weekly Market Impact: February 9

10 Feb 2026

Contributed by Lukas

This week, Phil welcomes special guest Harry Sudock of CleanSpark for a deep dive into AI, power generation, and the future of bitcoin. Index performa...

Weekly Market Impact: February 2

02 Feb 2026

Contributed by Lukas

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

Weekly Market Impact: January 26

26 Jan 2026

Contributed by Lukas

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...

Weekly Market Impact: January 20

20 Jan 2026

Contributed by Lukas

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...

Weekly Market Impact: January 12

12 Jan 2026

Contributed by Lukas

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

Weekly Market Impact: January 5

05 Jan 2026

Contributed by Lukas

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

Weekly Market Impact: December 29

29 Dec 2025

Contributed by Lukas

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!

Weekly Market Impact: December 22

22 Dec 2025

Contributed by Lukas

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 late...

Weekly Market Impact: December 15

15 Dec 2025

Contributed by Lukas

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

Weekly Market Impact: December 8

08 Dec 2025

Contributed by Lukas

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 wh...

Weekly Market Impact: December 1

01 Dec 2025

Contributed by Lukas

This week, Phil breaks down the latest trends from Black Friday and Cyber Monday spending, explores how AI is boosting productivity, and shares what t...

Weekly Market Impact: November 24

24 Nov 2025

Contributed by Lukas

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 o...

Weekly Market Impact: November 17

17 Nov 2025

Contributed by Lukas

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.

Weekly Market Impact: November 10

10 Nov 2025

Contributed by Lukas

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

Weekly Market Impact: November 3

03 Nov 2025

Contributed by Lukas

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

Weekly Market Impact: October 27

27 Oct 2025

Contributed by Lukas

This week, Phil has special guest Mike Collins, Managing Director and Executive Portfolio Advisor from Prudential Global Investment Management, to dis...

Weekly Market Impact: October 20

20 Oct 2025

Contributed by Lukas

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...

Weekly Market Impact: October 13

13 Oct 2025

Contributed by Lukas

This week, Phil breaks down the market sell-off from Friday, recent GDP forecasts, and the latest headlines impacting markets.

Weekly Market Impact: October 6

06 Oct 2025

Contributed by Lukas

This week, Phil covers the potential impact of the government shutdown, the latest ISM services report, concerns about market valuations and new genet...

Weekly Market Impact: September 29

29 Sep 2025

Contributed by Lukas

This week, Phil discuses the latest inflation data, earnings growth, and the impact of tariffs so far.

Weekly Market Impact: September 22

22 Sep 2025

Contributed by Lukas

This week, Phil is joined by Aidan Redmond, from the Ladenburg research team to discuss stablecoins, how they're used, as well as the latest updates f...

Weekly Market Impact: September 15

15 Sep 2025

Contributed by Lukas

This week, Phil has special guest Jessica Leoncini from Janus Henderson Investors to discuss fixed-income investment options and the Fed's next move.

Weekly Market Impact: September 8

08 Sep 2025

Contributed by Lukas

This week, Phil explores the latest news on the service sector, the labor market, and his concerns for what's next for the Federal Reserve.

Weekly Market Impact: September 2

02 Sep 2025

Contributed by Lukas

This week, Phil will discuss what to expect in September for the markets, the busy week ahead of economic data and the Federal Reserve's potential nex...

Weekly Market Impact: August 25

25 Aug 2025

Contributed by Lukas

This week, Phil has special guest Julie Biel, Chief Market Strategist, from Kayne Anderson Rudnick to discuss market trends, diversification strategie...

Weekly Market Impact: August 18

18 Aug 2025

Contributed by Lukas

This week, Phil discusses the latest inflation data, and a strong earnings season continues to fuel market gains despite soft job market numbers.

Weekly Market Impact: August 11

11 Aug 2025

Contributed by Lukas

This week, Phill will focus on the latest inflation trends, concerns surrounding the concentration of the S&P 500, and the overall health of the US ec...

Weekly Market Impact: August 4

04 Aug 2025

Contributed by Lukas

This week, Phil talks about the major surprise in the July 2025 US Jobs report, inflation, and the overall health of the economy, as tariffs may final...

Weekly Market Impact: July 28

28 Jul 2025

Contributed by Lukas

This week, Phil is joined by Matt Crosby from Ladenburg Research to discuss the implications of artificial intelligence for the workforce and the late...

Weekly Market Impact: July 21

21 Jul 2025

Contributed by Lukas

This week, Phil has special guest Anirudh Kirtane from First Eagle to discuss a variety of topics including Gold and International investing.

Weekly Market Impact: July 14

14 Jul 2025

Contributed by Lukas

This week, Phil provides insights into the evolving tariff situation, the subsequent impact on inflation expectations and the broadening of stock mark...

Weekly Market Impact: July 7

07 Jul 2025

Contributed by Lukas

This week, Phil gives an update how markets finished for the second quarter, the effects of the Big Beautiful Bill, and the most recent discussions on...

Weekly Market Impact: June 30

30 Jun 2025

Contributed by Lukas

This week, Phil reviews the second quarter market performance, highlighting key market trends and essential data points to monitor.

Weekly Market Impact: June 23

23 Jun 2025

Contributed by Lukas

This week, Phil is joined by Matt Crosby from Ladenburg Research to discuss the unknown strength of the US labor market and the latest implications of...

Weekly Market Impact: June 16

16 Jun 2025

Contributed by Lukas

This week, Phil talks about how to avoid having politics and geopolitics impact your portfolio.

Weekly Market Impact: June 9

09 Jun 2025

Contributed by Lukas

Why are markets climbing the wall of worry? Listen in this week as Phil goes over the facts versus the headlines.

Weekly Market Impact: June 2

02 Jun 2025

Contributed by Lukas

This week, Phil has special guest David Vaughn, CIO of Global Strategies from ClariVest to discuss behavioral finance, its impact on investing and so ...

Weekly Market Impact: May 27

27 May 2025

Contributed by Lukas

This week, Phil is joined by Ben Dennis, CFA from the Ladenburg research team, to discuss Gold as an asset class and an update on markets.

Weekly Market Impact: May 19

19 May 2025

Contributed by Lukas

This week, Phil discusses the implications of the US debt downgrade, last week's rally in stocks and the latest update on inflation.

Weekly Market Impact: May 12

12 May 2025

Contributed by Lukas

Markets up on the year? This week, Phil discusses US trade agreements with the UK and China and the positive impact on equity markets.

Weekly Market Impact: May 5

05 May 2025

Contributed by Lukas

This week, Phil is joined by Aidan Redmond, from the Ladenburg research team to discuss the success of the Irish economy and the latest tariffs.

Weekly Market Impact: April 28

28 Apr 2025

Contributed by Lukas

Big week for earnings and economic data, but that's not why the markets are rallying. Phil breaks down the latest on market movements and reasons to s...

Weekly Market Impact: April 21

21 Apr 2025

Contributed by Lukas

This week, Phil discusses the current economic data versus what the headlines are suggesting and what is causing market volatility. 

Weekly Market Impact: April 14

14 Apr 2025

Contributed by Lukas

Tariffs, are they a reason to panic? This week, Phil discusses the impact of tariffs and ideas that may help filter out the noise.

Weekly Market Impact: April 7

07 Apr 2025

Contributed by Lukas

This week, Phil has special guest, Steve Lowe, CIO of Thrivent to discuss markets, economy & tariffs.

Weekly Market Impact: March 31

31 Mar 2025

Contributed by Lukas

This week Phil talks about a difficult first quarter, the importance of not panicking, which U.S. stocks are actually up and diversification being the...

Weekly Market Impact: March 24

24 Mar 2025

Contributed by Lukas

National Debt Doom and Gloom! This week, Phil is joined by Fred Boy, CFA and Analyst for Ladenburg, to discuss the causes, implications and outlook fo...

Weekly Market Impact: March 17

17 Mar 2025

Contributed by Lukas

This week, Phil welcomes special guest Brett Jenkins from Clarion to discuss opportunities in real estate and how to become an investor in a unique a...

Weekly Market Impact: March 10

10 Mar 2025

Contributed by Lukas

Don't panic, sell-offs are normal! This is when diversification matters. Listen in to Phil's update as to why it's happening and what opportunities ar...

Weekly Market Impact: March 3

03 Mar 2025

Contributed by Lukas

Are the Mag 7 still magnificent? Can the market climb the wall of worry? Listen in to Phil's update for latest on market performance.

Weekly Market Impact: February 24

24 Feb 2025

Contributed by Lukas

This week, Phil is joined by Matt Crosby, Investment Associate with Ladenburg, for a market update and a discussion on tariffs and the impact on the U...

Weekly Market Impact: February 18

18 Feb 2025

Contributed by Lukas

This week Phil is joined by special guest, Greg Sharenow PIMCO MD & PM to discuss things we use every day- Commodities - and how they affect everythin...

Weekly Market Impact: February 10

10 Feb 2025

Contributed by Lukas

This week, Phil discusses the January effect, less Magnificent Seven, and labor market strength.

Weekly Market Impact: February 3

03 Feb 2025

Contributed by Lukas

This week, Phil is joined by Ben Dennis, CFA, from the LTAM research team to talk about the future of nuclear energy and the impact of Tariffs. 

Weekly Market Impact: January 27

27 Jan 2025

Contributed by Lukas

Diversification matters! Phil talks about new tech companies paying dividends to shareholders are commonplace and how diversification helps to lower r...

Weekly Market Impact: January 21

21 Jan 2025

Contributed by Lukas

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

Weekly Market Impact: January 13

13 Jan 2025

Contributed by Lukas

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 da...

Weekly Market Impact: January 6

06 Jan 2025

Contributed by Lukas

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

Weekly Market Impact: December 30

30 Dec 2024

Contributed by Lukas

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 Cl...

Weekly Market Impact: December 23

23 Dec 2024

Contributed by Lukas

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

Weekly Market Impact: December 16

16 Dec 2024

Contributed by Lukas

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

Weekly Market Impact: December 9

09 Dec 2024

Contributed by Lukas

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

Weekly Market Impact: December 2

02 Dec 2024

Contributed by Lukas

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 Disc...

Weekly Market Impact: November 25

25 Nov 2024

Contributed by Lukas

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! 

Weekly Market Impact: November 18

18 Nov 2024

Contributed by Lukas

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.

Weekly Market Impact: November 11

11 Nov 2024

Contributed by Lukas

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

Weekly Market Impact: November 4

04 Nov 2024

Contributed by Lukas

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...

Weekly Market Impact: October 28

28 Oct 2024

Contributed by Lukas

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 s...

Weekly Market Impact: October 21

21 Oct 2024

Contributed by Lukas

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 ...

Weekly Market Impact: October 14

14 Oct 2024

Contributed by Lukas

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

Weekly Market Impact: October 7

07 Oct 2024

Contributed by Lukas

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...

Weekly Market Impact: September 30

30 Sep 2024

Contributed by Lukas

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

Weekly Market Impact: September 23

23 Sep 2024

Contributed by Lukas

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 ma...

Weekly Market Impact: September 16

16 Sep 2024

Contributed by Lukas

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, ...

Weekly Market Impact: September 9

09 Sep 2024

Contributed by Lukas

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

Weekly Market Impact: September 3rd

03 Sep 2024

Contributed by Lukas

Managed futures? Do you have anything in your portfolio that acts differently than the markets? Today, Phil has special guest Kathryn Kaminski PhD, Ch...

Weekly Market Impact: August 26th

26 Aug 2024

Contributed by Lukas

This week, Phil discusses the latest comments from the Federal Reserve, expectations for a rate cut, and European versus American taxes with special g...

Weekly Market Impact: August 19th

19 Aug 2024

Contributed by Lukas

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 ...

Weekly Market Impact: August 12

13 Aug 2024

Contributed by Lukas

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

Weekly Market Impact: August 5

06 Aug 2024

Contributed by Lukas

"Don't panic" is the message of the week! Markets are selling off but the US is nowhere near recession. Listen to Phil's thoughts on managing your por...

Weekly Market Impact: July 29th

29 Jul 2024

Contributed by Lukas

This week, Phil talks about earnings and how important they are for the market, recent GDP, and PCE inflation data. 

Weekly Market Impact: July 22nd

22 Jul 2024

Contributed by Lukas

This week, Phil talks about the potential political impacts on markets. 

Weekly Market Impact: July 15th

15 Jul 2024

Contributed by Lukas

This week Phil talks about the latest inflation data, the misery index, and unusual data in the housing market. 

Weekly Market Impact: July 8th

08 Jul 2024

Contributed by Lukas

This week, Phil talks about the latest job data, a slowing U.S. consumer and the latest trends in electricity and manufacturing materials. 

Weekly Market Impact: July 1st

01 Jul 2024

Contributed by Lukas

This week, Phil has a special guest Matt Whitehurst, CFA Sr. Product Specialist Alliance Bernstein. They discuss the Magnificent 7 and what opportunit...

Weekly Market Impact: June 24th

24 Jun 2024

Contributed by Lukas

This week, Phil talks about the latest inflation data coming out in the PCE, time to diversify your portfolio, and a wrap up of the European economy.

Weekly Market Impact: June 18th

18 Jun 2024

Contributed by Lukas

This week, Phil talks a bit about the Greek economy, the latest on inflation and the federal reserve, the strength behind the S&P 500 and what might b...

Weekly Market Impact: June 10th

10 Jun 2024

Contributed by Lukas

This week, Phil talks about the American versus European economies, the recent narrowness of the market, and the latest information about unemployment...

Weekly Market Impact: June 3rd

03 Jun 2024

Contributed by Lukas

This week, Phil talks about a moderating U.S. consumer, the latest on inflation with PCE, and elections in Mexico. 

Weekly Market Impact: May 28th

28 May 2024

Contributed by Lukas

This week Phil has a special guest, John Miller, who is head and chief investment officer of the High Yield Municipal Credit team at First Eagle Inves...

Weekly Market Impact: May 20th

20 May 2024

Contributed by Lukas

This week Phil goes over the latest data on inflation, current market valuations, and the top three things to be concerned about when it comes to mark...

Weekly Market Impact: May 13th

13 May 2024

Contributed by Lukas

This week, we discuss the strength of the US Consumer, CPI inflation report due later this week, and corporate earnings for Q1.

Weekly Market Impact: May 6

06 May 2024

Contributed by Lukas

Last week a series of data came out that suggested the U.S. economy is weakening. Today, Phil will cover the impact of the data and what to expect fro...

Weekly Market Impact: April 29

29 Apr 2024

Contributed by Lukas

This week Phil is joined by Aidan Redmond, senior analyst with Ladenburg Asset Management, to break down inflation.

Weekly Market Impact: April 22

22 Apr 2024

Contributed by Lukas

Is the dollar losing its strength? Listen to today's podcast with Phil and Fred Boy, CFA to learn more.