Sept. 18, 2026

ABOUT THIS EPISODE

Geopolitics Could Delay a Fed Hike Until December

Michael Landsberg, CIO of Landsberg Bennett Private Wealth Management, details how geopolitical tensions, particularly the conflict in Iran, are driving oil prices and inflation. This could delay further Federal Reserve rate hikes until December. He also shares his top stock picks, highlighting Casey's General Stores (CASY) for its unique market position and store improvements, and Viking Holdings (VIK) for its strong brand loyalty among affluent, retired consumers.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/schwab-Network/dp/B08JJRQG9T/

Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browse

Watch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-network

About Schwab Network - About | Schwab Network

News Commentary

Business News

News

English

United States

Use API to fetch this episode in JSON

IN THIS EPISODE

schwab network

# michael landsberg

Edit these tags

TRANSCRIPT 🔗

Are you the producer of this podcast? Add a podcast transcript

Need Audio-to-Text? Transcribe with Listen411 in Just 60 Seconds

SEARCH PAST EPISODES

Search past episodes of Schwab Network.

Embed this search bar to your website

OTHER EPISODES IN THIS PODCAST

Blanchard: "No Reluctance" in iPhone Duo Preorders, Siri AI Will Lead Future Growth

yesterday

Apple (AAPL) says preorders for iPhone Duo sold out within minutes, something that gives Olivier Blanchard confidence that there's "no reluctance" in people buying Apple products despite the steep price tag. While he expects to see softness in iPhone 18 sales, he doesn't see it as an over…

00:06:29

SAVE

CLIP

Charts to Watch: SPX, RDDT, GOOGL

yesterday

Charles Schwab's Patrick Ciummo breaks down a bearish S&P 500 (SPX) setup after its pullback from recent highs. He also charts Reddit (RDDT) ahead of earnings and Alphabet (GOOGL), highlighting key technical levels and volatility to watch. ======== Schwab Network ======== Empowering every inve…

00:04:24

SAVE

CLIP

Danielle Shay on Trading NVDA, AMD, AVGO & TSLA into Earnings

yesterday

Danielle Shay says a lot of the AI downside moves have been "greatly exaggerated" in 2026. The culprit? Danielle blames earnings and the sky-high expectations. As a technical trader, she discusses key support and resistance metrics she watches in determining next steps for trading AI stoc…

00:08:28

SAVE

CLIP

AI’s Core Players Could Outlast the Semiconductor Selloff

yesterday

Dr. David Stubbs of AlphaCore Wealth Advisory says the core AI trade remains intact despite pressure on semiconductors and memory stocks. He believes GPU makers, hyperscalers and major companies adopting AI can continue to benefit from the buildout. Dr. Stubbs expects earnings to separate the winne…

00:06:28

SAVE

CLIP

Inside Aptus’ DRSK and ACIO ETF Strategies

yesterday

David Wagner of Aptus Capital Advisors explains why traditional bonds may not provide enough protection in volatile markets. He breaks down the Aptus Defined Risk ETF (DRSK) and Aptus Collared Investment Opportunity ETF (ACIO), including how the funds use options to pursue growth and downside prote…

00:06:24

SAVE

CLIP

Disclaimer: The podcast and artwork embedded on this page are from Schwab Network, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.