Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
193 videos and podcasts · new this week: 49
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.
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.
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.
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.
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.
A wealth professional may spend time on it to hear how a global AI investment cycle is framed as both a growth support and a potential source of risk if momentum fades.
The episode addresses a niche ETF category that drew hundreds of millions of dollars in September, according to Morningstar data, while highlighting the debate over whether TIPS ETFs are an ideal inflation defense. It gives wealth professionals a grounded discussion of mechanics, risks, and tax treatment around these products.
It offers a manager's framing of how geopolitical fragmentation is being translated into thematic investment language across energy, defense and technology. Advisors hear the specific areas the guests flag, from autonomous systems and counter-drone technology to AI sovereignty and supply chain dependencies.
For wealth professionals who track market breadth, concentration and index-level performance, the episode offers a structured look at divergence between mega-cap technology and the broader market. It also discusses breadth indicators and how to interpret marginal improvements in them.
It is a short manager discussion of duration positioning at a moment of elevated long-term yields, framed around how zero-duration approaches might sit alongside longer-duration holdings in a bond portfolio.
For advisors and allocators weighing fund-level leverage, it is a manager's account of how NAV facilities developed and where the market has extended beyond fund NAV. It also gives context on how a lender in this niche describes its own competitive positioning.
The episode frames care planning as an often-overlooked family office responsibility and describes how the executives at the June clinic shifted their thinking on it. It gives advisors and family office staff a case-based view of where care transitions go wrong and what distinguishes families who handle them well.
For wealth professionals considering emerging-market and sector exposure, the discussion lays out how Chinese competition is described as affecting local companies’ revenue and market capitalization.
For advisors weighing concentration risk and taxable portfolio changes, the episode offers a manager’s view on broadening equity opportunities and on the operational and tax considerations that come with adding alternatives or private credit.
It gives wealth professionals a plain-English framework for distinguishing tokenized cash from crypto and for understanding how tokenization could change cash movement and market infrastructure. The discussion is grounded in regulatory, interoperability and adoption questions rather than product recommendations.
The episode connects midterm politics and policy outcomes to portfolio positioning and market reactions, which may help wealth professionals frame election-related client conversations. It also rounds up Washington developments that could affect policy and regulatory expectations.
For wealth professionals, the episode frames sports betting and gamified investing as behavioral issues that can affect client decision-making and advisor conversations. It gives advisors a vocabulary for discussing risky investment behavior without making recommendations.
The episode attaches a figure to how much of a company's long-run performance is explained by the individual CEO versus industry and macro factors, which speaks to how management quality gets weighed in equity analysis. It also describes what the CEO role demands of people who arrive from other senior positions.
The episode connects a volatility regime view to concrete portfolio construction questions, namely where cash flow comes from and how overlays can be added without reshuffling holdings. It also speaks to the widening access to institutional-style options and synthetic-borrowing techniques, which bears on how advisors evaluate what is offered to clients.
It offers wealth professionals a thematic view of how AI adoption may spread across sectors and create physical constraints around power, semiconductors and materials. The discussion of infrastructure, robotics and digital assets gives context for how the AI build-out is being framed in capital markets.
It gives wealth professionals a data-focused discussion of how ETF investors are allocated and how bond alternatives are being used in portfolios. It also examines seasonal ETF launch activity and the holdings lawmakers have in common.
New manager videos, podcasts and our own markets & outlook stories on My Desk and in your morning edition.
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