The world feels chaotic… What’s really driving markets right now?
With geopolitical tensions rising, oil shocks hitting global markets, and nonstop headline risk, investors are asking one question: Why is the market holding up so well?
On this episode, Michael Hartzman and Andrew Gilmartin are joined by JP Morgan Global Market Strategist Jack Manley to break it all down.
They cover:
Why markets remain surprisingly resilient despite global chaos
How energy shocks impact inflation, growth, and consumer behavior
Why today’s economy is fundamentally different from past crises
The hidden volatility beneath the surface of the market
What AI, fiscal policy, and consumer strength mean going forward
How global markets (and China) fit into the picture
The key takeaway?
The market may look calm—but underneath, there’s a lot more happening than meets the eye.
If you’re trying to make sense of today’s environment, this is a must-listen.
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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/