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Podcast
Weekly Market Impact: July 13
With margins near 15%, listen in this week to hear Phil’s perspective on why he believes this could help reduce market volatility.
Jul 13, 2026
Quarterly insights
Q2 2026: Market View Quarterly
Despite ongoing volatility and economic unevenness, investors are encouraged to stay invested, as strong corporate earnings, stable economic growth, a resilient labor market, and continued AI investment provide a positive foundation for markets in the second half of the year.
Jul 13, 2026
Weekly insights
Market View: Week of Jul. 10, 2026
Markets remain focused on inflation, energy prices, and geopolitical developments as key determinants of Fed policy, while a resilient labor market and strong services sector continue to support consumer spending and overall economic growth.
Jul 13, 2026
Podcast
Weekly Market Impact: July 6
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.
Jul 06, 2026
Weekly insights
Market View: Week of Jul. 3, 2026
The likelihood of an interest rate cut remains low. While the labor market continues to show resilience, inflation remains elevated enough to keep the Federal Reserve (Fed) on hold. Wage growth continues to lag inflation for many households, particularly lower- and middle-income earners, reinforcing concerns about a divergence in the economy.
Jul 06, 2026
Special Edition
SpaceX Update Video: June 23
Jul 06, 2026
Monthly insights
Russia’s Diminishing Influence: Numbers Versus Narrative
While Russia remains an important player on the global stage, supported in part by its nuclear arsenal and natural resources, the evidence suggests that the gap between perception and reality has widened, leaving its long-term influence considerably weaker than commonly assumed.
Jun 29, 2026
Monthly insights
SpaceX Update
SpaceX's public debut represents one of the most significant market events in recent years. Beyond its size and valuation, the company's listing highlights broader themes, including market concentration, passive investing, and continued growth of the commercial space industry.
Jun 29, 2026
Podcast
Weekly Market Impact: June 29
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.
Jun 29, 2026
Podcast
Weekly Market Impact: June 22
Reasons for concern? This week, Phil breaks down the current state of the markets and what to look out for.
Jun 22, 2026
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