For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you're a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.
All content for MoneyShow MoneyMasters Podcast is the property of MoneyShow and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you're a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.
Are America’s Markets Still Exceptional? Or is it Time to Bail?
MoneyShow MoneyMasters Podcast
18 minutes 44 seconds
3 months ago
Are America’s Markets Still Exceptional? Or is it Time to Bail?
Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, joins the MoneyShow MoneyMasters Podcast to break down what’s really driving the market to new highs – and why American exceptionalism isn’t dead yet.
We cover why Big Tech still has room to run, which sectors she’s bullish on, and how trade deals and tariffs are quietly shaping inflation and growth.
Alicia also shares why gold is rallying, what investors often get wrong about geopolitical risk, and why long-term opportunities still favor the U.S. over international markets.
CHAPTERS:
00:00 – Is American exceptionalism over?
00:46 – Alicia Levine’s unusual Wall Street path
01:56 – Trade deals, tariffs, and market resilience
03:50 – How inflation is showing up in goods
06:31 – Why Big Tech still leads
09:06 – Geopolitical risk vs. market impact
10:28 – Gold, de-dollarization, and commodities
12:06 – Alicia’s top sectors: Tech, Industrials, Financials
16:04 – Key risks: labor market, bond yields, and growth
If you enjoyed this episode of the MoneyShow MoneyMasters Podcast, don't forget to LIKE, COMMENT, and SUBSCRIBE for more expert insights!
📅 Join us at the 2025 MoneyShow/TradersEXPO conference in Orlando (October 16-18)!
Register here: https://www.orlandomoneyshow.com/?scode=035323
For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts
Podcast: https://open.spotify.com/show/1lNJp1Wo2DI8hkZe7I4gY2
Facebook: https://www.facebook.com/OfficialMoneyShow/
Instagram: https://www.instagram.com/moneyshow/#
TikTok: https://www.tiktok.com/@officialmoneyshow?lang=en
X (Twitter): https://x.com/moneyshow
LinkedIn: https://www.linkedin.com/company/moneyshow/
MoneyShow MoneyMasters Podcast
For more than 40 years, MoneyShow has been providing timely information from powerful experts to help create successful investors and traders. In this podcast, MoneyShow editor-in-chief Mike Larson interviews top money experts to give you an edge on your investing journey, whether you're a seasoned trader or just starting out. Tune in for valuable insights and strategies to help you make informed investment decisions.
