What finance podcasts said about markets on 26 September 2026

The case made was that broad market weakness is already underway, masked in major indices by the outperformance of a small number of AI and technology mega-cap stocks. Michael Lebowitz (co-portfolio manager at RIA) made the case on Thoughtful Money’s “Market Starting To Crack Under High Bond Yields?”, aired 26 September 2026. The equal-weighted S&P 500 (RSP) and rate-sensitive sectors like utilities, real estate, and financials were shown to be down significantly, while the cap-weighted S&P 500 appears calm due to heavy concentration in a few names.