
Phil Palumbo
Founder, CEO and Chief Investment Officer of Palumbo Wealth Management, commenting on tech earnings, AI investment themes, and portfolio strategy.
Best podcasts with Phil Palumbo
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Jan 28, 2026 • 21min
Dollar Weakens After Trump Comments, Mag Seven Earnings Preview
Phil Palumbo, founder and CIO of Palumbo Wealth Management, on tech earnings, AI capex and which stocks may benefit. Robert Kaplan, former Dallas Fed president and Goldman vice chairman, on dollar moves, gold demand and central-bank reactions. They discuss the dollar slump, investor repositioning, AI-driven spending and risks to markets in concise, fast-paced conversations.


