Understanding Bonds, Debt & Inflation: A Conversation with Lisa Hornby

Click Here to view our Podcast. This week, Phil sits down with Lisa Hornby, Fixed Income Strategist at Schroders, for a timely conversation on the state of the bond market. They discuss how yields influence future returns, the growing concerns around deficits and national debt, and why inflation continues to play a critical role in […]
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How AI Is Transforming M&A?

In this week’s episode, Phil sits down with Andrew Aw, a seasoned finance and strategy executive turned co-founder and CFO of a venture-backed fintech startup that’s transforming the M&A world with artificial intelligence.
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CNBC Interview | Should The FED Cut Rates in July?

Should The FED Cut Rates in July? | Philip Palumbo I was recently invited onto CNBC as a contributor to give my thoughts on if the FED will cut rates in July. Here was my response!   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective […]
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