On this week’s episode of The Lebenthal Report, Dominick and Michael welcome guest Robert (Bob) Kaynor, CFA, Head of U.S. Small and Mid-Cap Equities from Schroders, to unpack the recent wave of market volatility and the surprising dual sell-off in both stocks and bonds. They explore what triggered the correction—was it truly economic pressure or a self-inflicted wound from tariff policy and mixed market messaging? Bob shares his insights on the current investing climate, emphasizing the impact of paused tariffs, challenges in renegotiating trade agreements, and how small-cap companies are absorbing the shocks. From consumer sentiment divided by politics to the importance of removing emotion from investment decisions, this episode covers the tactical, the technical, and the timely.
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