Philip Blancato on Strong Earnings, Small Caps, Commodities, and the A.I. Spillover Trade

What this episode covers

Philip Blancato, CEO of Ladenburg Thalmann Asset Management, argues the U.S. economy remains resilient, supported by strong corporate earnings and continued AI-driven investment. He highlights opportunities in small caps, municipal bonds, commodities, and industrial companies benefiting from the broader spillover effects of AI spending, while making the case for a long-term materials super cycle.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

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