Podcast Episodes
Back to SearchWhat is Breaking the Bull Market? (January 24, 2022)
2021 was a better-than-average year on many fronts. Stock market returns, economic growth, policy stimulus and inflation all ran hot while volatility…
4 years, 2 months ago
Inflation still on the run (January 17, 2022)
Lauren and Robert discuss why investors are still talking about inflation. What does it mean for investments, the markets, and the Fed?
4 years, 2 months ago
Five Big Questions for the Economy and Markets (January 10, 2022)
Take a step back from the ebb and flow of market news and consider some big picture questions. In this episode, Lauren and Robert ponder five “fault …
4 years, 3 months ago
Key themes for investing in 2022 (January 3, 2022)
Inflation, uncertainty, and new rules of doing business. Lauren and Robert discuss how these themes will shape the economy and markets in 2022, and h…
4 years, 3 months ago
Allocating to fixed income, with special guest Stephen Cianci (December 13, 2021)
After a record inflation print and changes in Fed policy, fixed income investors have a lot to look out for. Stephen Cianci, co-head of MacKay Shiel…
4 years, 4 months ago
2022: The year of transition? (December 6, 2022)
New year, new investment themes. Lauren and Robert share their 2022 economic and market outlook.
4 years, 4 months ago
Omicron vs. The Hot Market (November 29, 2021)
The stock market is up roughly 25% so far this year, and the path has been remarkably straight – with just one 5% dip along the way. Enter the Omicro…
4 years, 4 months ago
The Infrastructure Bill & Its Secular Investment Opportunities (November 15, 2021)
The Infrastructure Investment and Jobs Act passed the House on November 5th at $1.2 trillion. How can investors capitalize on this new trend in gove…
4 years, 5 months ago
Taper but no tantrum… what’s next for rates? (November 8, 2021)
The Fed’s taper announcement came and went with little fanfare. Despite the market stability, there are signs that investors don’t believe what the F…
4 years, 5 months ago
Gauging Market Sentiment (November 1, 2021)
Recent market volatility has caused a rollercoaster of emotions for investors. But there’s more to market sentiment than bull vs. bear. This week on …
4 years, 5 months ago