Weekly Market Impact Podcast

This week, Phil welcomes special guest Jeremy Javidi, Senior Portfolio Manager at Columbia Threadneedle Investments, to talk about the opportunity in small caps.

Phil breaks down the latest inflation data, explains why markets have remained relatively calm, and highlights the benefits of staying diversified in 2026.

Phil talks about the latest headlines surrounding tariffs, the all-important inflation report known as PCE, and his family’s homemade tomato sauce.

Is diversification still possible when AI dominates the S&P 500? Listen in this week as Phil shares ideas for managing your portfolio.