Ken Fisher: What High Gas Prices Do to the Economy
It offers a short take on how energy prices relate to economic growth, a recurring question for advisors fielding client questions about gas prices and the economy.
Markets & outlook
Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
224 videos and podcasts · new this week: 52
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3 of the Best Smaller-Cap Stocks to Own
It gives wealth professionals a quick read on which smaller-cap names Morningstar is discussing as wide-moat, discounted long-term holdings. The available description is brief and does not lay out the valuation case for each name.
Mind the $2 Trillion Gap
It offers a manager discussion of how fiscal deficits and Treasury supply may affect bonds and rates, a subject relevant to wealth professionals following fixed income and market conditions.
The Fed's Illusionary Economic Influence
The video offers a short framing of how one large wealth firm's principal thinks about Fed policy and its limits, a recurring input for client conversations about rate moves. It is a commentary segment rather than data-driven research, so it is best treated as a stated view.
Diversifying Globally Without Giving Up Yield
For wealth professionals weighing fixed income allocations, the item frames global bond diversification and developed and emerging market opportunities in a higher-yield environment.
Berkshire's Strange AI Investment
The episode touches on subjects advisors are likely fielding questions about — AI positioning, retail flows, and how a large holding company is putting money to work — in a discussion format rather than a research note. It is framed as opinion and commentary, with the publisher's own disclosure that the hosts may hold positions in securities discussed.
Bonding Over Bonds: A Fed Hike, 20-Year-High Yields, and Why the Starting Point Matters
It offers a framework for explaining a sharp move in yields to clients, including which explanations the guests set aside and which they emphasise. The comparison of today's starting yields with a decade ago is relevant to how advisors frame fixed income positioning in client conversations.
Higher Yields Without Going Too Far Out the Curve | Portfolio Manager Insights
For wealth professionals thinking about income positioning after money market yield declines, the video offers a portfolio manager's view on limited-term bonds and on areas of fixed-income value and risk.
The Most Out-of-Touch Person on Reddit
The episode touches on market breadth, falling valuations, risk appetite, philanthropy, and property tax views that can inform client conversations about markets and financial planning. It is framed as broad market commentary rather than specific investment guidance.
How Might Midterms Influence Stocks?
Advisors fielding client questions about election-year politics get a concise framing of one firm's argument that political outcomes matter less to markets than investors assume. It is also a prompt for discussing how political risk aversion can shape client behavior around elections.
There’s more behind this week’s market nerves | Market Week in Review
It offers a short weekly macro update touching on oil, AI investment sentiment, U.S. earnings breadth and Canadian rate policy. Wealth professionals can use it to track how a manager is framing near-term market drivers.
Good Intentions Can Cause Bad Bear Markets
For advisors discussing market risk with clients, the video offers a manager's account of policy-driven and sentiment-driven bear-market triggers beyond a standard recession call.
Jeffrey Sherman on the Treasury Rally, Fiscal Fears and Fading Foreign Demand | Bloomberg
For wealth professionals working with fixed income allocations, the segment offers a large manager’s framing of duration positioning, Fed policy and fiscal and foreign-demand risks. It is a short window into how one bond manager is interpreting the Treasury rally.
Anthropic's AI Spending Is Absolutely Insane
It is a same-week roundup of the themes advisors are hearing from clients, with AI capital spending and market breadth among the items. Useful as a quick listen for the framing of those debates rather than for detailed analysis.
The Only Narrative That Matters
For advisors fielding client questions about AI concentration risk and the financing behind the build-out, the episode works through the specific channels — vendor concentration, debt-funded capacity, model pricing — that the guests see as relevant. It also pairs that with a rates and inflation read and a 2008 comparison made by someone who lived it.
Investing in a 5% Bond World: The Barbell
For wealth professionals working on fixed-income allocations, the episode presents one manager's framework for bond positioning when long-term yields are elevated. It also identifies the specific WisdomTree funds discussed alongside that framework.
Investing in a 5% Bond World: The Barbell
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.
3 of the Best Value Stocks to Own
A wealth professional may want a quick reference to the large-cap names Morningstar is framing as wide-moat value candidates. The metadata gives the list and framing but not the underlying analysis.
The Credit Market Lens: Improved Optics But Unchanged Economics in Software Loans
Software loans are a specific corner of credit where the terms described in the episode bear directly on lender protections. The episode gives a manager's framing of whether the borrower-friendly terms it describes are actually changing.
The Surprising Advantage of Private Investments: You Can’t Panic-Sell (The Long View Excerpt)
Advisors discussing private markets with clients often have to address illiquidity as a drawback; here a portfolio manager frames the inability to sell quickly as a behavioral advantage and describes how his team evaluates private businesses. It is a short clip rather than a full allocation argument, so it is best treated as manager commentary.
This Week in Review | Bull Market Birthday, Q3 Earnings, US Inflation (Oct. 16, 2026)
It offers a short weekly roundup of market and economic developments that wealth professionals may use to stay current on the themes Fisher Investments is discussing with investors.
Quarterly Market Update 3Q 2026
For wealth professionals, it offers a manager view on how policy, rates and geopolitics were framed against rising equity markets, plus the Investment Strategy Group’s outlook.
What High Gas Prices Do to the Economy
For advisors fielding client questions about energy costs and inflation, it offers a concise example of how Fisher Investments frames the issue for investors.
Bill Campbell: Fixed Income Is Doing What It Should Be Doing | Bloomberg
For wealth professionals weighing fixed income allocations, the segment offers a manager’s framing of recent rate moves, credit quality and emerging markets local debt as portfolio roles.
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