The Magnificent 7 are struggling. The NASDAQ is negative. Gold just hit $5,000. Meanwhile, international markets are quietly surging — and small cap stocks are ripping higher.
What’s really going on?
On this episode, Michael Hartzman and Dominick Tavella break down:
Why Big Tech earnings weren’t “good enough” for Wall Street
Whether the AI spending boom is a bubble… or the next internet
Why the rest of the market is outperforming the Magnificent 7
International markets up 30–40% over the past year
The real reason central banks are hoarding gold
Why silver’s wild swings require caution
What the Federal Reserve is actually worried about
The growing “no hire, no fire” job market trend
A new New York State law requiring small businesses (10+ employees) to implement a 401(k) plan
Plus, we discuss how we’re positioning client portfolios amid shifting leadership: small caps, mid caps, dividend stocks, and international exposure.
Markets are rotating. Headlines are noisy. Discipline matters more than ever.
🎧 Tune in for perspective beyond the headlines.
------
Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/