Stocks, SpaceX, and Subways
From Moody's Talks - Inside Economics by Moody's Analytics
June 12, 2026 · 1h 8m · Episode 279
About this episode
The episode features discussions on investing strategies, the equity market's performance, and recent inflation data with expert guests.
The Inside Economics team welcomes Jim Lebenthal, Chief Market Strategist at Cerity Partners, to discuss all things investing on the morning of the SpaceX IPO. Jim discusses the equity market’s extraordinary run, whether AI stocks are overvalued, and how investors should think about picking individual stocks versus investing in index funds. The team also welcomes Matt Colyar to talk about this week’s inflation data, and Marisa addresses a slew of comments from last week’s podcast.
People in this episode
Guests: Jim Lebenthal, Matt Colyar
Topics covered
- investing
- equity market
- AI stocks
- inflation data
- individual stocks
- index funds
Keywords
- investing
- SpaceX IPO
- AI stocks
- inflation
- equity market
- index funds
- individual stocks
Mentioned in this episode
Organizations: Cerity Partners, SpaceX
More episodes of Moody's Talks - Inside Economics
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- Mr. Financial System · May 19, 2026 · 50 min
- Focus on the Fed · May 15, 2026 · 56 min
- Inflation: No Quick Fix · May 12, 2026 · 40 min
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