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This 30-minute show aims to provide a comprehensive and diverse exploration of money-related topics, combining expert insights with individual experiences.
Earnings, Not Euphoria: Scott Ladner Breaks Down Today’s Market
The Weekly Money Clip
18 minutes
2 weeks ago
Earnings, Not Euphoria: Scott Ladner Breaks Down Today’s Market
On this episode of The Money Path, host Todd M. Schoenberger is joined by Scott Ladner, Chief Investment Officer of Horizon Investments, for a timely discussion on market leadership, economic growth, and where opportunity may lie beyond today’s all-time highs.
Scott explains why the S&P 500’s strength is being driven by fundamentals and earnings—not multiple expansion, and why investors should align market exposure with their own risk tolerance and long-term goals. The conversation explores the Federal Reserve’s role heading into 2026, including why the market may already be priced for limited easing and how political interference could pose risks to rates and currency stability.
They also examine the growing debate around rotation away from the MAG7, the impact of fiscal policy and nominal GDP growth, and why cyclical sectors could benefit as AI shifts from capability-building to economy-wide diffusion. Scott shares insights into Horizon Investments’ ETF strategy, upcoming thematic products, and how investors should think about positioning as leadership broadens across the market.
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The Weekly Money Clip
This 30-minute show aims to provide a comprehensive and diverse exploration of money-related topics, combining expert insights with individual experiences.
