After six weeks of market action, the S&P 500 is… exactly flat. Meanwhile, the Nasdaq is down, the Dow is up, value stocks are outperforming growth, and international markets are quietly leading the pack.
So what’s really going on?
On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella break down:
The growing divergence between growth and value
Why AI-related stocks are getting hit — and whether it’s premature
What history teaches us about “obvious” investment themes
Why international and emerging markets are outperforming
Whether gold, the dollar, and crypto are signaling peak liquidity
And what true diversification actually looks like
They’re joined by Dan Suzuki, CFA, Investment Strategist at Schroders, who offers a global perspective on AI, market concentration, currency trends, and why today’s “inevitable” trade may not last forever.
From the Magnificent 7 pullback to international value strength, this episode tackles the big question:
Are we witnessing a healthy reset — or the beginning of something bigger?
As always, AI is a tool — not a portfolio manager. Investment decisions require discipline, diversification, and perspective.
🎧 Listen now and stay informed.
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The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by two experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today’s headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years. The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 5pm Eastern Time/2pm Pacific Time on the VoiceAmerica Business Channel.