On the latest episode of The Lebenthal Report, Michael and Dominick delve into mixed market trends, with the Dow slightly down and the S&P and Nasdaq up for the week. They welcome guest James Macey, CFA, CAIA, and Senior Investment Strategist for BNY Mellon. Together, they discuss the potential for a Fed rate cut later in the year, the impact of AI on productivity, and the importance of quality investments. James shares insights on opportunities in Japan and emerging markets, emphasizing diversification and caution in the current economic climate. They also touch upon how the investment team will monitor the performance gap between cap-weighted and equal-weighted S&P 500 for potential rebalancing opportunities. Don’t miss this episode that is ‘stock-full’ of valuable perspectives and knowledge.
The Lebenthal Report Episode #131: Timely Insights with Josh Feuerman
On this must-listen episode of The Lebenthal Report, Michael and Dominick welcome guest Josh Feuerman, CFA and Global Equity Strategist at JP Morgan Asset Management. Together, they discuss a range of timely topics, including global financial market trends, the performance of the S&P 500, the potential impact of AI on businesses, and the economic implications of interest rate cycles. The conversation also touches on the recent gains in major stock indices, the leadership of the tech sector, AI startups, and future market changes. The episode concludes with plans for further discussions on these important subjects.