Are markets ignoring reality—or is the economy stronger than the headlines suggest?

In this episode of The Lebenthal Report, we break down the surprising resilience of the U.S. economy despite rising geopolitical tensions, higher oil prices, and ongoing global uncertainty.

📊 Key topics covered:

• Why the S&P 500, Dow, and Nasdaq are rising despite global conflict
• The real impact of rising oil and gas prices on consumers and inflation
• Whether markets are "shrugging off" risk—or pricing it correctly
• AI's impact on jobs, productivity, and future economic growth
• Why small caps and mid caps are outperforming big tech
• Are bonds "sexy again"? What investors should know now

💡 Key insight: Even with oil spikes and global instability, the U.S. consumer and labor market remain strong—supporting continued economic growth.

👥 Featuring insights from CEO of Ladenburg Thalmann Asset Management & Chief Market Strategist of Osaic Wealth, Phil Blancato on:

• Interest rates & inflation outlook
• AI-driven economic transformation
• Where opportunities may lie for investors

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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/