Encore: Calm in the Chaos, What Markets Know That Headlines Don’t

In case you missed it, check out this encore episode where we unpacked what was really driving markets during a time of global uncertainty.

With geopolitical tensions rising, oil shocks hitting global markets, and nonstop headline risk, investors were asking one question: why was the market holding up so well?

In this episode, Michael Hartzman and Andrew Gilmartin were joined by Jack Manley (J.P. Morgan Global Market Strategist) to break it all down.

They covered:
Why markets remained surprisingly resilient despite global chaos
How energy shocks impacted inflation, growth, and consumer behavior
Why the economy was fundamentally different from past crises
The hidden volatility beneath the surface of the market
What AI, fiscal policy, and consumer strength meant going forward
How global markets (and China) fit into the picture

The key takeaway?
The market may have looked calm—but underneath, there was a lot more happening than met the eye.

If you were trying to make sense of that environment, this was a must-listen.