2 Question Tuesday Presented by Focused Wealth Management

Hosted by Focused Wealth Management

Business Investing

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Episodes

316

Latest episode

Jul 2026

Language

EN-US

About the show

Every Tuesday, Managing Director Philip DeAngelo and Director of Financial Planning Michael Passante answer two questions sent in by clients of Focused Wealth Management. Topics can include financial markets, current events, and financial planning. If you have a question, send us an email at question@2questiontuesday.com for a chance to have your question answered on air!

Listen to episodes

60 recent

July 21, 202616 min

7/21/2026 - How seriously should investors take Jamie Dimon’s warning on stocks and long-term Treasuries? How can retirees reduce risk while still protecting their portfolios from inflation and longevity?

In this episode of Two Question Tuesday, Bob Sellers asks Phil DeAngelo and Michael Passante about economic conditions in Europe, current opportunities in stocks and bonds, and how retirees can balance risk, inflation, and longevity. They also share insights on market volatility, earnings season, and what investors should watch in the months ahead.Submit your questions to question@2questiontuesday.comAs always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

July 14, 202621 min

7/14/2026 - Is June’s Cooler CPI Print the Start of a Real Trend, or Just a One-Month Blip? Is the AI Spending Boom Actually Different This Time, or Headed for a Dot-Com-Style Bust?

Bob Sellers hosts this week’s 2 Question Tuesday, asking Michael Passante of Focused Wealth Management about cooler June CPI (3.5% headline, 2.6% core) and the odds of a more dovish Fed, Big Tech’s AI spending boom and whether it’s more real than the dot-com era, and the case for dropping mandatory quarterly earnings reports to curb short-termism.Submit your questions to question@2questiontuesday.comAs always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

July 7, 202616 min

7/7/2026 - Do index changes like Alphabet joining the Dow and Verizon being removed really matter for investors? With the S&P 500 up about 9.5% and small caps up nearly 24%, what are you watching for in the next six months?

This week on 2 Question Tuesday, Bob Sellers and Michael Passante discuss recent changes to major indexes, what they may mean for investors, and how the market performed in the first half of the year. They also cover small-cap strength, midterm-year uncertainty, and the key trends Michael is watching for the next six months.Submit your questions to question@2questiontuesday.comAs always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

June 30, 202613 min

6/30/2026 - How do you view international markets when many U.S. investors are so focused on Wall Street? How do you separate market stories from the actual financials when building portfolios?

Bob Sellers speaks with Phil DeAngelo and Michael Passante about international markets, U.S. large-cap technology, and emerging markets, and how they stay focused on fundamentals, diversification, and discipline instead of chasing market fads.Submit your questions to question@2questiontuesday.comAs always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

June 23, 202617 min

6/23/3036 - Is today’s AI-driven market showing signs of irrational exuberance? How should investors manage portfolios while inflation remains a concern?

This week on Two Question Tuesday, Phil DeAngelo and Michael Passante welcome Bob Sellers, formerly of Fox and CNBC, as the new guest host. Bob leads a timely discussion on AI-driven markets, inflation, oil prices, and how investors can stay balanced through changing market conditions.Submit your questions to question@2questiontuesday.comAs always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

June 16, 202610 min

6/16/2026 - Do you think SpaceX shares will crash after the insiders cash out? Why are investors pulling back from technology and AI stocks?

Phil, Mike, and Larry talk about the SpaceX IPO valuation versus what it actually does and earns, if the stock will crater when the lock-up period ends and insiders cash out, and what this will do to the stock market. They then discuss why technology and AI stocks fell in the runup to the SpaceX IPO and why investors are pulling back from the tech sector.Submit your questions to question@2questiontuesday.comAs always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

June 9, 202610 min

6/9/2026 - After the strong jobs report, do you think we’ll get a rate hike? Should we expect the private credit situation to get worse?

Phil, Mike, and Larry discuss the possibility of a rate hike after Friday’s strong jobs report showed nonfarm payrolls in May increased more than double what Wall Street economists had expected, and pushed the 10-year Treasury bond past 4.5%. They then discuss private credit’s return to the headlines after Blackstone limited redemptions from the biggest private credit fund of its kind, at 5%, after investors requested 10%.Submit your questions to question@2questiontuesday.comAs always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

June 2, 20269 min

6/2/2026 - Is the SpaceX IPO a sign that the market is in a bubble? What’s the best habit for keeping emotions out of money decisions?

Phil, Mike, and Larry discuss the market capitalization of SpaceX’s initial public offering, about $1.75 trillion, and its ridiculous price-to-sales ratio of 93.7, with the 81% rise in the Philadelphia Semiconductor Index this year, and wonder if this means the market is in a bubble? They then talk about the stock market hitting new highs vs. how investors feel about the market and the economy, and ask what’s the single best habit for keeping emotions out of money decisions.Submit your questions to question@2questiontuesday.comAs always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

May 26, 202613 min

5/26/2026 - Will SpaceX transform the stock market and soon enter index funds? Will the Federal Reserve raise interest rates this year?

Phil, Mike, and Larry discuss the SpaceX IPO, as well as the expected IPOs of Open AI and Anthropic, whether these new stocks will soon enter index funds, and how these IPOs will transform the stock market. They then talk about how Federal Reserve officials have been talking about dropping the Fed’s easing bias and raising interest rates if inflation continues to remain above 2%.Submit your questions to question@2questiontuesday.comAs always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

May 19, 202611 min

5/19/2026 - What’s your reaction to the surge in the Producer Price Index? What’s going on in the bond market?

Phil, Mike, and Larry discuss how the Iran War caused a spike in the Producer Price Index, a key inflation number. In April, the PPI rose 1.4 percent, the fastest one-month increase in four years, and jumped 6 percent from a year ago, nearly triple what forecasters had expected. They then talk about how inflation fears caused a global bond rout which pushed the yield on the 10-year Treasury bond past 4.6% to hit its highest point in 15 months.Submit your questions to question@2questiontuesday.comAs always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.