Timely Insights with Josh Feuerman

On this must-listen episode of the Lebenthal Report, Michael and Dominick welcome guest Josh Feuerman, CFA and US Equity Specialist from JP Morgan Asset Management. Together, they discuss a range of timely topics, including personal anecdotes, future plans, and global financial market trends. They explore the performance of the S&P 500, the potential impact of AI on businesses, and the economic implications of interest rate cycles. The conversation touches on the recent gains in major stock indices, the leadership of the tech sector, and the challenges and opportunities presented by AI. Additionally, Josh shares his insights on AI startups, economic cycles, and future market changes. The episode concludes with plans for further discussions on these important subjects. The discussion on these critical topics is not to be missed!