Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
193 videos and podcasts · new this week: 52
For advisors who use or consider tax-aware strategies, the discussion focuses on client risk tolerance and the due-diligence questions raised by greater IRS attention. It frames tax savings alongside the financial and personal costs of scrutiny.
It bundles a handful of the themes advisors are fielding client questions about right now: AI capex, credit conditions and market breadth. The chart segment offers a way to think about where strength in the market is concentrated, framed as one firm's commentary rather than a recommendation.
The episode puts the advisory profession's own history in context alongside a broader account of the advice Americans have been given over three centuries. It also raises household and relationship dynamics, including who makes financial decisions at home, that sit behind client conversations.
For wealth professionals working with taxable clients, the episode provides context on current municipal bond yield levels and the taxable-equivalent yields cited for top-bracket investors. It also frames the discussion around both opportunities and risks in the sector.
Advisors get a macro strategist's framework for weighing fundamentals against momentum across equities and fixed income. Bernstein is presented as a veteran, contrarian voice, which may suit listeners looking for a view outside consensus.
For wealth professionals, the episode focuses on understanding how much AI exposure clients may already own through index-based portfolios and where concentration risks may sit. It also discusses portfolio construction questions around fundamentals, diversified sources of return and intentional versus unintended risk-taking.
The episode is relevant to wealth professionals who deal with client behavior during drawdowns and with the gap between investment returns and investor returns. It offers language for discussing risk, expectations and behavioral coaching grounded in the material discussed.
It is a walkthrough of a listed derivatives product and its stated mechanics, aimed at listeners who want to understand how such instruments are structured and what leverage and hedging look like in practice. The discussion comes from an exchange representative rather than an independent commentator, which is worth noting when weighing the material.
For wealth professionals, it offers context on the fixed-income market's role in the financial system and a financial journalist's view of how market crises shaped coverage. The material is framed around financial history and journalism rather than portfolio recommendations.
For wealth professionals, the episode touches on client-facing themes behind economic sentiment and financial anxiety. It also raises questions about AI's possible effect on advisory work and how market risks are being framed.
It offers a macro strategist's dissenting view on equities and a set of cross-asset calls, framed around the gap between index-level performance and what he describes as a hidden bear market. Useful for advisors wanting to hear how a bearish macro case is constructed, without any recommendation implied.
It addresses the role of bonds in portfolios at a time of rate volatility and inflation uncertainty, and connects that to earnings quality and upcoming economic data. Wealth professionals may find it useful for framing client conversations about fixed income and market conditions.
It offers a commodities desk's view of what is driving oil prices beyond headline supply data, which is relevant to allocators thinking about inflation and cross-asset sensitivity. The hedging argument in particular speaks to how oil is being used in portfolios rather than only traded as a commodity view.
It is a short, chart-driven read on whether the recent breadth improvement is a genuine turn or a bounce inside weaker longer-term trends, a question advisors get from clients when cap-weighted and equal-weighted performance diverge.
Advisors can hear the questions institutional investors use to judge wealth management firms, which may inform how they assess the platforms, partners or firms they work with. The episode frames firm economics and growth quality from an investor’s perspective rather than an advisor’s or recruiter’s.
For wealth professionals, the episode frames midterm outcomes through policy areas the description ties to portfolio considerations rather than party politics. It may be useful for thinking about how political headlines connect to markets and positioning.
For wealth professionals, the episode offers a framework for discussing dividend equities with clients who want equity exposure and income characteristics. It also raises questions about cash return, buybacks and capital allocation that can inform portfolio conversations.
For wealth professionals working on bond allocations, the episode offers a manager’s framing of how a higher-yield environment shapes fixed income positioning. It also references specific WisdomTree fixed income funds used to express rate-related views.
For wealth professionals, the episode frames how election and policy outcomes could affect markets and the economy, including fiscal, trade and geopolitical risks. It offers a policy-focused discussion rather than investment recommendations.
It is a broad, opinion-led scan of current market conditions and investor behaviour from two frequent commentators, useful as background listening on how the surface index numbers compare with what is happening in individual stocks and valuations.
It is a short, client-facing treatment of a question advisors field often: whether election outcomes justify portfolio changes. The episode frames the discussion around historical data and investor anxiety rather than forecasts, which may be useful context for those conversations.
The episode gives wealth professionals a public-policy lens on election odds and how policy outcomes could affect markets, bond yields, AI infrastructure and fiscal debates. It also connects political risk to portfolio-relevant topics such as deficits, spending and regulation.
The episode packages several of the market narratives advisors are currently fielding from clients — breadth, retail participation, AI enthusiasm and sentiment — into one conversation. It also touches on how well-known investors are framing the AI trade, which is a common client question.
For wealth professionals, it offers a macro manager’s view on volatility, conviction and diversification over market cycles, along with the stated challenges of AI concentration and bonds as a weaker diversifier.
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