2 Question Tuesday Presented by Focused Wealth Management

Hosted by Focused Wealth Management

Business Investing

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Episodes

319

Latest episode

Aug 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

August 18, 202613 min

8/18/2026 - Could AI Concentration in the S&P 500 Lead to Another Boom-and-Bust Cycle? How Could a Wealth Tax Affect Investment and Portfolio Management?

This week’s 2 Question Tuesday Bob Sellers asks Phil DeAngelo and Matthew Wyant II from Focused Wealth Management about whether the growing concentration of AI-related companies in the S&P 500 could create another boom-and-bust cycle. They also discuss how a potential wealth tax could influence investment decisions, capital movement, municipal bonds, and portfolio management. Submit your questions to question@2questiontuesday.com As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

August 11, 202617 min

8/11/2026 - How could weak job numbers affect investors and interest rates? How should parents manage a 529 plan if it won’t cover all four years of college?

This week’s 2 Question Tuesday Bob Sellers asks Phil DeAngelo and John Del Bene III from Focused Wealth Management how investors should interpret weaker job numbers alongside strong corporate earnings, and what that could mean for interest rates. They also discuss how parents can manage a 529 plan when it may not cover all four years of college, highlighting the importance of timing withdrawals, continuing contributions, and using 529s as part of a broader long-term financial plan. Submit your questions to question@2questiontuesday.com As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

August 4, 202616 min

8/4/2026 - What is the Bank of Japan doing to support the yen, and how could it affect individual investors? How should retirees respond if home values decline and their house is a key part of their retirement plan?

Bob Sellers asks Phil DeAngelo and Michael Passante of Focused Wealth Management about Japan’s efforts to support the yen and the outlook for real estate. They discuss how both issues may affect interest rates, markets, and retirement planning, while emphasizing diversification, liquidity, and careful debt management. Submit your questions to question@2questiontuesday.com As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

July 28, 202619 min

7/28/2026 - How Is AI-Driven Hiring Changing Your View of AI Investing? When Should Retirees Consider Moving IRA Money Into a Roth IRA?

This week on 2 Question Tuesday Bob Sellers asks Phil DeAngelo and Michael Passante of Focused Wealth Management about how AI is changing the workforce and what that means for investing. They also discuss how AI can help analyze portfolios, when retirees may want to consider a Roth IRA conversion, and why tax timing matters when planning for retirement. Submit your questions to question@2questiontuesday.com As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

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.com As 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.com As 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.com As 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.com As 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.com As 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.com As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.