Fox Business: Michael Landsberg Appears on FBN’s ‘Making Money With Charles Payne’ To Discuss Markets

June 4, 2025

Appearing on ‘Making Money With Charles Payne’ on Fox Business Network, Michael Landsberg Chief Investment Officer at  Landsberg Bennett Private Wealth Management, shared his disciplined approach to investing through unpredictable markets. He explained why filtering out headlines, using hard data, and sticking to a rules-based process is helping investors make more rational decisions.

Key Takeaways:

1. Stick to a written investment process: “You have to have a defined investment policy, preferably written,” Landsberg said. “Writing it down adds discipline. It also gives you a framework to stay focused on risk and long-term goals rather than emotional reactions.”
   
   
2. Rely on reported data over narratives: Landsberg emphasized the value of focusing on actual earnings, inflation reports, and labor data rather than market speculation or commentary. “Too often investors respond to buzzwords or headlines instead of the numbers that really matter.”
   
   
3. Be disciplined and emotionless in execution: Markets often shift quickly on sentiment. Having rules-based execution helps remove the emotional swings from investing decisions. “When you act on emotion, it usually leads to poor results,” he said.
   
   
4. Rebalance regularly and review your strategy: Rebalancing forces investors to trim what’s overextended and rotate into undervalued areas. Landsberg noted this year’s best-performing sectors weren’t the ones most expected. “Utilities and industrials have outperformed,” he said. “It’s not always about what’s in the headlines.”
   
   
5. Earnings remain the core driver: Despite all the attention on tariffs, corporate profits have been strong. Landsberg pointed out that earnings for the S&P 500 and NASDAQ are both significantly higher year-over-year. “Even with some deceleration ahead, those are still healthy numbers,” he added.
   
   
6. Diversify away from overconcentration: He expressed concern that both novice and professional investors remain too concentrated in a small group of large U.S. companies. “Everyone’s piled into the same few names. That’s not a strategy—it’s a risk,” he said, adding that international markets and less-followed sectors have quietly outperformed this year.

As noise continues to dominate headlines, Landsberg encourages investors to return to basics—follow the data, stay disciplined, and review allocations through a clear, unemotional lens. Avoiding the herd and focusing on process over prediction may help reduce exposure to missteps during uncertain markets.