Episode Details

This week, our panel examines persistent inflation pressures, shifting expectations for the Federal Reserve and volatility across the Treasury yield curve. They discuss why higher yields may offer attractive fixed-income entry points, while acknowledging the potential for rates to rise further. The conversation also explores AI’s transformative potential, the uncertainty surrounding its long-term investment winners and the importance of maintaining a disciplined approach to portfolio construction.

Speakers:

Brian Pietrangelo, Managing Director of Investment Strategy

George Mateyo, Chief Investment Officer

Rajeev Sharma, Head of Fixed Income

Stephen Hoedt, Head of Equities

Time

02:25 — Economic data highlights inflation pressures and labor market resilience

05:41 — Innovation, economic growth and global debt challenges

07:02 — AI investment opportunities and risks for long-term investors

13:34 — Fed expectations, Treasury volatility and rising yields

22:53 — Important investment disclosures

Additional Resources

National Call Replay: Countdown to the Midterms — Politics, Policy, and Your Portfolio

Read Now: 2026 Social Security Trustees Report: Combined Trust Fund Projected Largely Unchanged From Prior Year

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