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Saturday, May 3, 2025!

fiscal responsibility

The Lebenthal Report Episode #116: Muni Bond Update

On the latest episode of The Lebenthal Report, hosts Michael and Dominick were joined by special guest William (Bill) Roach from Macquarie Investment Management, who added a wealth of knowledge to our exploration of market dynamics and investment strategies.

Together, they delved into the recent market downturn--discussing the shift from large cap stocks, and stressing the significance of diversified portfolios for robust outcomes. The conversation expanded to cover bond vigilantes and fiscal responsibility, elucidating their crucial role. The trio also provided insights into bond index performance, discussed expectations for 2024, and explored the municipal sector's outlook, offering a comprehensive perspective on navigating the complex financial landscape. 

Don't miss this nuanced discussion on market trends, fiscal responsibility, and the potential impact of Covid relief on financial stability. The episode pays homage to investment luminary Charlie Munger, reflecting on his enduring legacy.