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Michael Lebowitz

Portfolio manager and market expert. Guest stars on Thoughtful Money to discuss market trends, economic data, and investment strategies.

Top 5 podcasts with Michael Lebowitz

Ranked by the Snipd community
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32 snips
May 4, 2025 • 1h 41min

Market May Be Topping Out & Then Likely To Re-Test The Lows | Michael Lebowitz

Michael Lebowitz, a seasoned portfolio manager, discusses the current market climate, suggesting that stocks might soon peak before re-testing previous lows. He shares insights on navigating today's financial volatility, the impact of tariffs, and the potential for recession, emphasizing the importance of flexibility in investment strategies. Additionally, they delve into how low oil prices and government policies affect market confidence, all while reminding listeners that true wealth is about enriching life experiences, not just accumulating assets.
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18 snips
Jul 5, 2025 • 1h 37min

The Economy Is Weakening & Stocks Will Have To Fall To Reflect That | Michael Lebowitz

Michael Lebowitz, a portfolio manager and market expert, provides keen insights into the current economic landscape's fragility. He discusses the potential for stock prices to fall as economic indicators weaken. Earnings forecasts may be overly optimistic, prompting a reassessment of valuations. The discussion dives into the implications of controversial payroll data, inflation expectations, and the burgeoning AI and energy sectors. Plus, Tesla’s role in the evolving market is analyzed, highlighting its significance in the future of technology.
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11 snips
Aug 24, 2024 • 1h 35min

Stocks Likely To Be On A "Choppy Road To Nowhere" Until Election | Lance Roberts & Adam Taggart

Michael Lebowitz, a seasoned portfolio manager, shares his insights on the stock market's uncertain path ahead. He discusses the implications of Jerome Powell's dovish approach and predicts a "choppy road to nowhere" for stocks until the upcoming election. The conversation shifts to strategies for navigating current economic conditions, emphasizing the potential benefits of investing in bonds amidst stock market volatility. Lebowitz also explores consumer sentiment's significant role in shaping economic stability and offers a cautious outlook on investment strategies.
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8 snips
Feb 8, 2025 • 1h 41min

Investors Now Too 'Overconfident' & 'Giddy' | Michael Lebowitz & Adam Taggart

In this insightful discussion, portfolio manager Michael Lebowitz unpacks the current market's excessive optimism, likening it to 'irrational exuberance.' He shares his thoughts on the bond market and the mixed signals in job data, revealing the disconnect between bullish statistics and real-world challenges like layoffs. The potential risks posed by single-stock ETFs and the evolving role of ETFs in speculation are examined. Lebowitz emphasizes the importance of self-awareness and strategic planning for investors navigating today's complexity.
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7 snips
Sep 21, 2024 • 1h 14min

Interest Rate Cuts Just Changed Everything! | Michael Lebowitz & Adam Taggart

Michael Lebowitz, a finance and investment expert, joins economic commentator Adam Taggart to dissect the recent 50 basis point rate cut by the Fed. They explore whether this move signals confidence or concealed worries about the economy. The conversation dives into the shifting landscape for investors, the implications for the housing market, and the anticipated rise in market volatility. With insights on adjusting portfolios for falling interest rates, they urge listeners to navigate these new financial realities thoughtfully.

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