Encore: Market Mayhem, Self Inflicted Edition

In case you missed it... On this encore episode of The Lebenthal Report, Dominick and Michael are joined by Robert (Bob) Kaynor, CFA, Head of U.S. Small and Mid-Cap Equities at Schroders, for a deep dive into the recent wave of market volatility and the unusual dual sell-off in both stocks and bonds. Together, they explore the real triggers behind the correction—was it driven by true economic pressure or the result of policy missteps and mixed market messaging?

Bob offers expert insights into today’s investment landscape, touching on everything from the impact of paused tariffs and the difficulty of trade renegotiations to how small-cap companies are managing through market disruptions. They also tackle the role of political division in shaping consumer sentiment and the importance of taking emotion out of investment decisions. This conversation is rich with tactical, technical, and timely analysis that remains just as relevant today.

 

 

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/