US Markets Wrap: Record Highs, AI Cracks, and the Geopolitical Gamble
From US Markets Wrap by Money FM
April 28, 2026 · 10 min
About this episode
The episode discusses the recent record highs in the S&P 500 and Nasdaq, the underlying corporate fundamentals, and the geopolitical risks affecting the markets.
The S&P 500 and Nasdaq Composite have scaled new summits, inching up to new record highs, but beneath the surface of this historic rally, a tug-of-war is emerging between robust corporate fundamentals and a thickening fog of global instability. Mark Giambrone, Head of US Equities and Portfolio Manager at Barrow Hanley Global Investors , to dissect the "Earnings Shield" protecting the markets from a fresh escalation in the Strait of Hormuz and stalled Iran peace talks. Produced/Presented: Ryan Huang Image: Geralt via Pixabay See omnystudio.com/listener for privacy information.
People in this episode
Host: Ryan Huang
Guest: Mark Giambrone
Topics covered
- US markets
- record highs
- AI
- geopolitical risks
- corporate fundamentals
- Earnings Shield
Keywords
- S&P 500
- Nasdaq Composite
- record highs
- AI
- geopolitical gamble
- Earnings Shield
- Strait of Hormuz
- Iran peace talks
Mentioned in this episode
Organizations: Barrow Hanley Global Investors
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