Weekly Market Impact

Osaic

Market commentary with perspectives and insights from industry expert Phil Blancato, delivered to your streaming device of choice.

  1. 5 DAYS AGO · VIDEO

    Weekly Market Impact: March 16

    This week, Phil welcomes special guest Erik Kazatsky, MacKay Municipal Manager, to discuss opportunities in the municipal bond market. Municipal Bond Disclosures   Discussions of municipal bonds in this podcast reflect the opinions and perspectives of the host and guest based on prevailing market conditions at the time of recording and are provided for general informational purposes only. Such opinions do not constitute guarantees of performance, income, safety, or capital preservation, and should not be interpreted as predictions of future results.   Municipal bonds are not risk‑free investments. Although municipal bonds have historically exhibited lower default rates than some other fixed‑income sectors, they remain subject to interest rate risk, market risk, issuer credit and default risk, call and reinvestment risk, liquidity risk, and potential changes in tax treatment. An investment in municipal bonds may lose value, including principal, particularly during periods of rising interest rates or market stress.   Any references to municipal bonds as “attractive,” “defensive,” “stable,” or similar characterizations represent subjective opinions only and do not imply or ensure reduced risk, guaranteed income, or positive investment outcomes.   Tax‑exempt income and tax‑equivalent yield (TEY) figures discussed are illustrative and hypothetical. Tax‑equivalent yield calculations are based on assumed tax rates and are not measures of actual performance or total return. Actual After‑tax results will vary based on individual circumstances, applicable tax laws, market conditions, fees, and expenses, which are not reflected.   Any references comparing municipal bonds to equities or describing income as “equity‑like” are intended for general context only. Municipal bonds and equities have materially different risk and return characteristics, and municipal bonds should not be expected to provide returns comparable to equities over a full market cycle.   Nothing contained in this podcast should be construed as a recommendation that any particular investment, investment strategy, or allocation is suitable for any individual investor. Listeners should consult their financial, tax, and legal professionals to determine whether municipal bonds or any investment strategy is appropriate given their specific goals, risk tolerance, and tax situation.

    31 min
  2. 10 FEB · VIDEO

    Weekly Market Impact: February 9

    This week, Phil welcomes special guest Harry Sudock of CleanSpark for a deep dive into AI, power generation, and the future of bitcoin. Index performance does not reflect the deduction of any fees and expenses, and if deducted, performance would be reduced. Indexes are unmanaged and investors are not able to invest directly into any index. Past performance cannot guarantee future results. Performance data is sourced from Bloomberg, JP Morgan, Goldman Sachs, Wells Fargo, Charlie Bilello, Visual Capitalist, and First Trust. Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. In general, the bond market is volatile; bonds are subject to credit risk and interest rate risk (bond prices rise when interest rates fall and vice versa). This effect is usually pronounced for long-term securities. Any fixed-income security sold or redeemed prior to maturity may be subject to a substantial gain or loss.  Vehicles that invest in lower-rated debt securities (commonly referred to as junk bonds or high-yield bonds) involve additional risks because of the lower quality credit of the issuers. Stocks may be subject to even greater volatility and liquidity risk.  A portfolio of international investments involves special risks not present with U.S. investments due to factors such as increased volatility, currency fluctuation, and differences in auditing and other financial standards. These risks can be accentuated in emerging markets. Despite strong historical performance, securities carry risk and may not continue to perform similarly in the future. The statements provided herein are based solely on the opinions of the Ladenburg Thalmann Asset Management (Ladenburg) Research Team and are being provided for general information purposes only. Neither the information nor any opinion expressed constitutes an offer or a solicitation to buy or sell any securities or other financial instruments. Any opinions provided herein are not intended to provide legal or tax advice or investment decisions. Any political views expressed are personal opinions and are not intended as investment advice. Certain information may be based on information received from sources the Ladenburg Research Team considers reliable; however, accuracy and completeness of such information cannot be guaranteed. Certain statements contained herein may constitute “projections,” “forecasts” and other “forward-looking statements” which do not reflect actual results and are based primarily upon applying retroactively a hypothetical set of assumptions to certain historical financial information. Any opinions, projections, forecasts and forward-looking statements reflect the judgment of the Ladenburg Research Team only as of the date of this document and are subject to change without notice. Ladenburg has no obligation to provide updates or changes to these opinions, projections, forecasts and forward-looking statements. Ladenburg is not soliciting or recommending any action based on any information in this podcast. Crypto assets (including bitcoin) involve significant risk, are speculative in nature, may lose all value, and are not appropriate for all investors. Crypto assets are not insured by the FDIC or SIPC, may lack regulatory protections, and carry technology, operational, and cybersecurity risks. Ladenburg is an SEC Registered Investment Adviser under the Investment Advisers Act. Registration does not imply a certain level of skill or training. Ladenburg provides investment advisory services and may serve as a sub-advisor for accounts managed by third-party advisers or may be included in advisory platforms sponsored or administered by affiliates or third-party advisers. Ladenburg does not provide tax or legal advice. Please consult your tax advisor or attorney. For additional information, please see the Program Disclosure Brochure or ADV Part II for full details, which are available upon request or please visit adviserinfo.sec.gov. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC and CW Advisors, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. © Osaic, Inc. • osaic.com

    48 min

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Market commentary with perspectives and insights from industry expert Phil Blancato, delivered to your streaming device of choice.

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