Fox Business: Michael Landsberg Shares Market Insights on Fox Business’ ‘Making Money With Charles Payne’

August 12, 2025

Markets are near record highs following a benign CPI report, prompting questions about whether this positive momentum can continue. Michael Landsberg, Chief Investment Officer at Landsberg Bennett Private Wealth Management, joins the Fox Business discussion to share insights on recent market trends, the dynamics between institutional and individual investors, and potential areas of risk and diversification.

Landsberg examines the impact of earnings surprises, investor positioning, and economic developments on market movements, while also highlighting the importance of portfolio balance and exposure to multiple sectors and regions.

Key Takeaways:

  1. Market Momentum and Investor Behavior: Strong earnings growth has surprised many, with institutional expectations significantly below actual results. This gap has created upward pressure as institutions adjust their positions. Landsberg notes a contrast between institutional caution and the willingness of individual investors to take calculated risks, contributing to market dynamics.

  2. Role of Trade and Regulation: Clarity on trade policies and deregulation could provide additional market support. Recent developments in these areas have helped reduce uncertainty and may influence market sentiment moving forward.

  3. Diversification and Risk Management: Diversification remains a central theme. Concentrating on a single sector, even a high-performing one, can leave portfolios exposed to sharp declines during periods of volatility. Exposure across sectors, including international markets, utilities, industrials, and financials, helps manage overall risk without necessarily reducing potential performance.

  4. Volatility and Market Structure: While individual investors have shown a higher risk tolerance, excessive concentration or reliance on short-term strategies can increase exposure to volatility. A balanced approach across different sectors and geographies can mitigate large drawdowns seen in past periods of market stress.

  5. Economic and Regulatory Factors: Changes in consumer behavior, regulatory environments, and global economic conditions continue to shape market opportunities and challenges. Awareness of these factors is important for maintaining a stable and well-positioned portfolio.

    The market environment is characterized by strong earnings, mixed investor sentiment, and ongoing economic and regulatory developments. Balancing risk through diversification across sectors, geographies, and strategies is key for navigating periods of volatility while maintaining long-term objectives. Attention to broader market dynamics, rather than concentrating solely on single trends, can provide a steadier path through evolving market conditions.

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