Episode 40

From Rates to Robots: Brian Levitt on What’s Driving Markets Now

Matt is joined by special guest Brian Levitt, Global Market Strategist at Invesco, to break down what’s really driving today’s markets. From foreign markets outperforming U.S. equities, to the potential catalysts for small caps and value stocks, the conversation challenges long-held assumptions about “American exceptionalism.” They explores catalysts that could shift market leadership, risks from tariffs, and why dollar weakness may sustain global gains. Plus, they cover diversification strategies, Fed policy implications, and more.
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