Episodes

Richard Bernstein sits down to have a conversation about how, historically, trends tend to recycle, i.e. fashion, movies, or music. But what about financial markets? Are we doomed to repeat past trends or do we say “this time is different?”

As we hoped for rate cuts, that didn’t happen, and the fear is what’s next as we get closer to the next Fed meeting. And muni bonds have seen the biggest sales boom since at least 2013. Why?

Microsoft announced that it expects its carbon emissions to increase by 30%, a significant change driven primarily by the construction of data centers. Data centers are also vulnerable to droughts, as significant water is required to run.

Is there still uncertainty in markets after a surprising uplift this year? What are the main drivers for the market right now and really for the Fed decision in June? And what does the fixed income performance look like for rest of the year

With a very surprising first half of the year in dividend equity trading, what does the rest of the year look like? Big tech shares rallied after announcing new payouts. But these tech firms still spend more on buybacks than on dividends.

Investing in private funds hasn’t really been something that most investors have been able to participate in. Traditionally institutions and very wealthy individuals have had near exclusivity in this market… but today, that’s changing.

If you’re from Mexico or someone who is paying attention to the news there, you know that it is election time. Mexico’s economy is actually looking very strong, top 15th in the world to be exact. Why does that matter for investors?

The recent boom in artificial intelligence capital spending is leading to a rush to build lots of new data centers. However, is the key hurdle for the AI revolution getting enough electricity to meet this growing demand?

Election conversations often focus on market reactions to a red or blue wave. Is there a correlation? Why, or why not? Josh Snyder, Global Investment Strategist at GQG Partners, shares insight into what impact, if any, the outcome could have on portfolios.

What are private alternatives? Could be anything from private equity to hedge funds, even art. The next question is, should you be thinking about adding these instruments to your portfolio?

Whether you’re wondering when you should lock in the rate on your 30-year mortgage, or the fluctuations to the rate on a high-yield savings account, we’re all impacted. So, what’s next for rates. Is cash really the place to be?

The outsize influence media has on political campaigns is no secret, but how is it used to position candidates and sway voters? Dr. Mary Schmidt Campbell, President Emerita, Spelman College, explores the power of media from political cartoons to TV ads and social media.

When planning your future, it's vital to understand your past. Capturing and documenting the legacy and history of a family is crucial to generational prosperity. Tune in to learn how to get started.

What issues are top of mind for the American public? John Faso, former New York U.S. Representative, 19th District, explores the economy, foreign and fiscal policy, and more, breaking down how each topic could play for or against the presidential candidates.

Have investors become too distracted by what the Fed says about the direction of monetary policy? Sift through the noise and focus on the real matter at hand… your portfolio.

How do international investors view US politics? Paul Donovan, Chief Economist, UBS Global Wealth Management, shares a broad perspective of the often-sensationalized US elections and how perceptions of the global economy play into that view.

With the recent Fed meeting behind us, we are beginning to see a reversal in rates. Is this the new trend, and if so, how should you position your portfolio?

Heat pumps… what are they and why should investors take a look? Tune in to learn about investment opportunities in the HVAC industry.

Earnings are in, did big tech disrupt the market? Other than AI, energy is the buzz world around town. What other sectors can investors find opportunities in?

Here’s the reality: geopolitical conflicts around the world are increasing. It’s front-page news every day and concerns regarding escalations continue to rise. How do we prepare ourselves for this new world of increasing conflict?

From inflation, to economic data, to earnings, the financial markets are ablaze with information. We’ll sift through all the details to get you a concise view from our experts in the Chief Investment Office.

As investors continue to watch a sea of economic data, thoughts go to actions by the Fed. Blackrock's Rick Rieder joins the show to give his thoughts on the market. Why this could be a great time to be a fixed income investor.

For many investors, the idea of a traditional 60/40 portfolio is likely something that they grew up hearing about. Well, my guest today challenges that traditional split and says that certain investors may want to consider looking at hedge funds.

Artificial Intelligence has been a hot topic for investors over the last year. The focus has been primarily on technology companies—with many tech-related AI stocks appreciating significantly. But is AI more than just a tech story?