Podcast Episodes
Back to SearchFed Chair Transition, Sticky Inflation, and Why Diversification Still Matters
Episode 213
This week’s discussion reviews how hotter inflation readings pushed yields higher and challenged the market’s near-term policy assumptions. The grou…
5 months, 2 weeks ago
Investing Through Divergence in Rates, Earnings, and Global Risks
Episode 212
This week’s discussion focuses on a market that continues to advance despite crosscurrents in geopolitics, inflation, and monetary policy. The team r…
5 months, 3 weeks ago
This Week’s Trifecta: A Split Fed, Powell’s Swan Song and AI-Driven Earnings
Episode 211
This week’s discussion centers on a Federal Reserve on pause but increasingly divided, as inflation data and geopolitical risks complicate the policy…
5 months, 4 weeks ago
Signals in Motion: What the Data, the Fed, and AI Are Telling Us Now
Episode 210
Speakers:
Brian Pietrangelo, Managing Director of Investment Strategy
George Mateyo, Chief Investment Officer
Stephen Hoedt, Head of Equities
Rajeev Shar…
6 months, 1 week ago
Markets Look Past Iran Headlines as Oil Risks Evolve
Episode 209
This week’s conversation focuses on how investors are weighing geopolitics against a market that’s showing signs of repair. The episode walks through…
6 months, 1 week ago
Playing Through the Rough: PCE, CPI, and a Hawkish Fed Backdrop
Episode 208
This week’s discussion focuses on how geopolitical risk and shifting rate expectations are driving markets more than fundamentals. Attention stays on…
6 months, 3 weeks ago
Markets in the Fog: War Risk, Earnings Reality, and Higher Rates
Episode 207
This week’s discussion centers on how geopolitical risk, shifting rate expectations, and resilient earnings are reshaping the investment landscape. W…
7 months ago
Bracket Busting Week for Investors as Rates and Oil Take Center Court
Episode 206
This week’s conversation focuses on a market environment defined by patience, uncertainty, and shifting expectations. The team walks through February…
7 months, 1 week ago
Quality Over Quantity: Credit Markets in a Volatile Week
Episode 205
A volatile backdrop tied to the Iran conflict kept energy markets in focus and reinforced a higher-uncertainty tone across risk assets. Economic upda…
7 months, 2 weeks ago
Spring Forward, Markets Backpedal: Iran, Oil, and a Jobs Shock
Episode 204
Volatility is framed as a two- front test: geopolitical escalation and a labor market miss that undercut confidence in near term growth. The investor…
7 months, 3 weeks ago