View from the EDGE

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View from the EDGE provides 3EDGE Asset Management's outlook on asset classes and the economy including equities, fixed income, real assets and commodities. The podcast provides commentary by the Chief Investment Strategist and Managing Director, Research at 3EDGE.

3EDGE Asset Management


    • May 10, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 13m AVG DURATION
    • 68 EPISODES


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    Latest episodes from View from the EDGE

    View From the EDGE® May 2025 – A Balancing Act

    Play Episode Listen Later May 10, 2025 14:20


    In this May edition of View From the EDGE®, Chief Investment Strategist Fritz Folts is joined by Deputy CIO, Eric Biegeleisen, to review our market outlook in the wake of dramatic tariff and trade policy changes in the U.S. The post View From the EDGE® May 2025 – A Balancing Act appeared first on 3EDGE Asset Management.

    View From the EDGE® April 2025 – Threat to Global Economy from Potential Trade Wars

    Play Episode Listen Later Apr 5, 2025 17:02


    In this April edition of View From the EDGE®, Chief Investment Strategist Fritz Folts is joined by Deputy CIO, Eric Biegeleisen, to review our market outlook in the wake of dramatic tariff and trade policy changes in the U.S. The post View From the EDGE® April 2025 – Threat to Global Economy from Potential Trade Wars appeared first on 3EDGE Asset Management.

    View From the EDGE® March 2025 – Opportunities in a Changing Landscape

    Play Episode Listen Later Mar 8, 2025 17:35


    In the February 2025 edition of View From the EDGE®, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets and various asset classes The post View From the EDGE® March 2025 – Opportunities in a Changing Landscape appeared first on 3EDGE Asset Management.

    View From the EDGE® February 2025 – Inflation Fears & Shakeup in D.C.

    Play Episode Listen Later Feb 15, 2025 15:14


    In the February 2025 edition of View From the EDGE®, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets and various asset classes The post View From the EDGE® February 2025 – Inflation Fears & Shakeup in D.C. appeared first on 3EDGE Asset Management.

    View From the EDGE® January 2025 – Caution Ahead!

    Play Episode Listen Later Jan 11, 2025 15:35


    In the January 2025 edition of View From the EDGE®, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets and various asset classes The post View From the EDGE® January 2025 – Caution Ahead! appeared first on 3EDGE Asset Management.

    View From the EDGE® December 2024 – Banner Year for Stocks & Gold

    Play Episode Listen Later Dec 14, 2024 13:04


    In the December 2024 edition of View From the EDGE®, Chief Investment Strategist Fritz Folts and Director of Research Eric Biegeleisen review our latest outlook for the global capital markets across the various asset classes we model. The post View From the EDGE® December 2024 – Banner Year for Stocks & Gold appeared first on 3EDGE Asset Management.

    View From the EDGE® November 2024 – The Election’s Early Impact on Markets

    Play Episode Listen Later Nov 16, 2024 12:00


    In the November 2024 edition of View From the EDGE® – The Election's Early Impact on Markets – Chief Investment Strategist Fritz Folts and Director of Research Eric Biegeleisen review our latest outlook for the global capital markets across the various asset classes we model. The post View From the EDGE® November 2024 – The Election's Early Impact on Markets appeared first on 3EDGE Asset Management.

    View From the EDGE® October 2024 – Markets Priced for Soft Landing

    Play Episode Listen Later Oct 12, 2024 14:00


    View From the EDGE® is a monthly report produced by 3EDGE Chief Investment Strategist, Fritz Folts, and Deputy Chief Investment Officer, Eric Biegeleisen, CFA®. In this series, we review our high-level outlook for the coming month across the various asset classes 3EDGE invests in. View From the EDGE® is made available in the form of... The post View From the EDGE® October 2024 – Markets Priced for Soft Landing appeared first on 3EDGE Asset Management.

    View From the EDGE® September 2024 – All Eyes on the Fed

    Play Episode Listen Later Sep 14, 2024 15:02


    View From the EDGE® is a monthly report produced by 3EDGE Chief Investment Strategist, Fritz Folts, and Deputy Chief Investment Officer, Eric Biegeleisen, CFA®. In this series, we review our high-level outlook for the coming month across the various asset classes 3EDGE invests in. View From the EDGE® is made available in the form of...

    View From the EDGE® August 2024: Is the Stock Market Rally Sustainable?

    Play Episode Listen Later Aug 3, 2024 12:45


    In the August 2024 edition of View From the EDGE® – Is the Stock Market Rally Sustainable?, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets and various asset classes. The post View From the EDGE® August 2024: Is the Stock Market Rally Sustainable? appeared first on 3EDGE Asset Management.

    View From the EDGE® July 2024: Summer’s Party in Equities Continues – For Now

    Play Episode Listen Later Jul 13, 2024 11:28


    In the July 2024 edition of View From the EDGE®: Summer's Party in Equities Continues – For Now, 3EDGE Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets and the various asset classes we model. The post View From the EDGE® July 2024: Summer's Party in Equities Continues – For Now appeared first on 3EDGE Asset Management.

    View From the EDGE® June 2024 – Divergent Monetary Policies–Now What?

    Play Episode Listen Later Jun 8, 2024


    In this weekend video, 3EDGE's Chief Investment Strategist, Fritz Folts and Deputy CIO Eric Biegeleisen delve into our outlook for the global capital markets in the latest edition of View From the EDGE® – Shake-Up in India. A special focus is given to India, considering the recent elections and its long-term outlook. Adding a unique perspective to this segment, 3EDGE's President, Monica Chandra, shares her insights on the elections, the potential implications for the Indian economy, and India's long-term outlook. The post View From the EDGE® June 2024 – Divergent Monetary Policies–Now What? appeared first on 3EDGE Asset Management.

    View From the EDGE® May 2024 – Sustained High Rates, Sustained Rally?

    Play Episode Listen Later May 11, 2024 15:30


    As part of our monthly update, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen present the latest edition of View From the EDGE® – Sustained High Rates? Sustained Rally? In this report, they delve into our outlook for the global capital markets and various asset classes and discuss how our model might guide our investment decisions and prepare us for the months ahead. The post View From the EDGE® May 2024 – Sustained High Rates, Sustained Rally? appeared first on 3EDGE Asset Management.

    View From the EDGE® April 2024 – Markets at a Crossroads?

    Play Episode Listen Later Apr 6, 2024 14:24


    As we do at the beginning of each month, we turn to Fritz Folts, 3EDGE's Chief Investment Strategist, and Eric Biegeleisen, Deputy CIO, for the April edition of View From the EDGE®, titled Markets at a Crossroads? Fritz and Eric review the output of the 3EDGE global capital markets model and how it might guide our investment decisions. The post View From the EDGE® April 2024 – Markets at a Crossroads? appeared first on 3EDGE Asset Management.

    A Time for Balance – View From the EDGE® March 2024

    Play Episode Listen Later Mar 9, 2024 16:36


    As we do at the beginning of each month, our weekend video features the March 2024 edition of View From the EDGE®. With Eric Biegeleisen traveling this week, Chief Investment Strategist Fritz Folts is joined by 3EDGE CEO & CIO Steve Cucchiaro to review our outlook for the global capital markets and various asset classes. The post A Time for Balance – View From the EDGE® March 2024 appeared first on 3EDGE Asset Management.

    Market Melt-Up: Danger Zone? – View From the EDGE® February 2024

    Play Episode Listen Later Feb 10, 2024 14:18


    Subscribe View From the EDGE® is a monthly report produced by 3EDGE Chief Investment Strategist, Fritz Folts, and Deputy Chief Investment Officer, Eric Biegeleisen, CFA®. In this series, we review our high-level outlook for the coming month across the various asset classes 3EDGE invests in. View From the EDGE® is made available in the form... The post Market Melt-Up: Danger Zone? – View From the EDGE® February 2024 appeared first on 3EDGE Asset Management.

    2023 in the Books! – View From the EDGE® January 2024

    Play Episode Listen Later Jan 6, 2024 17:38


    In View From the EDGE®: 2023 in the Books!, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review the latest on our outlook for global capital markets and the various asset classes we model. We suspect that 2024 will prove to be another interesting year in the markets, and we look forward to keeping you apace of all the developments the year may bring. The post 2023 in the Books! – View From the EDGE® January 2024 appeared first on 3EDGE Asset Management.

    Rate Hikes to Rate Cuts? – View From the EDGE® December 2023

    Play Episode Listen Later Dec 9, 2023 14:36


    In our final View From the EDGE® for 2023, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets after November saw rallies across virtually all asset classes and geographies. Will this upward momentum carry into the new year? The post Rate Hikes to Rate Cuts? – View From the EDGE® December 2023 appeared first on 3EDGE Asset Management.

    Investing in a Time of Radical Uncertainty – View From the EDGE® November 2023

    Play Episode Listen Later Nov 11, 2023 15:31


    The title of this month's View from the EDGE® newsletter is: Investing in a Time of Radical Uncertainty, which we feel aptly describes how it feels particularly difficult for today's investors to anticipate the future of the economy and the markets. Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen will review our outlook for the global capital markets across the asset classes we model and discuss the unusually wide gap between the potential optimistic and pessimistic scenarios that could play out in the months ahead. The post Investing in a Time of Radical Uncertainty – View From the EDGE® November 2023 appeared first on 3EDGE Asset Management.

    Markets on Thin Ice – View From the EDGE® October 2023

    Play Episode Listen Later Oct 7, 2023 18:38


    In our latest monthly View From the EDGE, Fritz Folts, 3EDGE's Chief Investment Strategist, and Eric Biegeleisen, Deputy CIO, review the output of the 3EDGE global capital model and how it might guide our investment decisions as we enter the final quarter of 2023. The post Markets on Thin Ice – View From the EDGE® October 2023 appeared first on 3EDGE Asset Management.

    To Hike or Not to Hike? – View From the EDGE® September 2023

    Play Episode Listen Later Sep 9, 2023 17:21


    As we do at the beginning of each month, we turn to Fritz Folts, 3EDGE's Chief Investment Strategist, and Eric Biegeleisen, Deputy CIO, for the September edition of View From the EDGE®, titled (as you may have guessed) To Hike or Not to Hike? Fritz and Eric review the output of the 3EDGE global capital model and how it might guide our investment decisions as we get close to the end of summer. The post To Hike or Not to Hike? – View From the EDGE® September 2023 appeared first on 3EDGE Asset Management.

    Central Banks on Parade – View From the EDGE® August 2023

    Play Episode Listen Later Aug 5, 2023 20:31


    The past few weeks have seen the world's major central banks take center stage as rates rise around the globe. With this backdrop, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our latest outlook for the global capital markets and various asset classes in the August 2023 edition of View From the EDGE®.  The post Central Banks on Parade – View From the EDGE® August 2023 appeared first on 3EDGE Asset Management.

    Fiscal Stimulus Offsets Monetary Tightening (for now) – View From the EDGE® July 2023

    Play Episode Listen Later Jul 8, 2023 12:47


    Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our latest outlook in the July View From the EDGE® The post Fiscal Stimulus Offsets Monetary Tightening (for now) – View From the EDGE® July 2023 appeared first on 3EDGE Asset Management.

    Debt Ceiling Resolved-What’s Next? – View From the EDGE® June 2023

    Play Episode Listen Later Jun 3, 2023 15:12


    3EDGE Asset Management Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the June View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that might guide our investment decisions as we enter the summer of 2023. The post Debt Ceiling Resolved-What's Next? – View From the EDGE® June 2023 appeared first on 3EDGE Asset Management.

    Sell in May? – View From the EDGE® May 2023

    Play Episode Listen Later May 6, 2023 15:26


    As we do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post Sell in May? – View From the EDGE® May 2023 appeared first on 3EDGE Asset Management.

    Is a Fed Pivot on the Horizon? – View From the EDGE® April 2023

    Play Episode Listen Later Apr 8, 2023 15:20


    In this April 2023 edition of View From the EDGE®, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our outlook for the global capital markets and various asset classes. The post Is a Fed Pivot on the Horizon? – View From the EDGE® April 2023 appeared first on 3EDGE Asset Management.

    More Rate Hikes Ahead! The Fed Continues to Reset – View From the EDGE® March 2023

    Play Episode Listen Later Mar 11, 2023 13:26


    As they do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post More Rate Hikes Ahead! The Fed Continues to Reset – View From the EDGE® March 2023 appeared first on 3EDGE Asset Management.

    Can the Fed Stick the Landing? – View From the EDGE® February 2023

    Play Episode Listen Later Feb 4, 2023 14:42


    As they do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post Can the Fed Stick the Landing? – View From the EDGE® February 2023 appeared first on 3EDGE Asset Management.

    With 2022 Now in the Rearview, Do Inflation and the Fed Still Call the Tune? – View From the EDGE® January 2023

    Play Episode Listen Later Jan 14, 2023 14:55


    As we do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post With 2022 Now in the Rearview, Do Inflation and the Fed Still Call the Tune? – View From the EDGE® January 2023 appeared first on 3EDGE Asset Management.

    Markets Anticipate Potential Shift in Fed Policy – View From the EDGE® December 2022

    Play Episode Listen Later Dec 3, 2022 16:08


    As we do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post Markets Anticipate Potential Shift in Fed Policy – View From the EDGE® December 2022 appeared first on 3EDGE Asset Management.

    The Fed Declares War on Inflation – View From the EDGE® September 2022

    Play Episode Listen Later Sep 9, 2022 14:35


    As we do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE®. They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post The Fed Declares War on Inflation – View From the EDGE® September 2022 appeared first on 3EDGE Asset Management.

    Threat of Stagflation Persists – View From the EDGE® August 2022

    Play Episode Listen Later Aug 6, 2022 10:04


    Despite the recent rebound in U.S. equities, our model research suggests that the U.S. still faces the threat of stagflation. As we do at the beginning of each month, Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen bring you the latest View From the EDGE® – Threat of Stagflation Persists (viewing time a short 9 minutes). They review our outlook for the global capital markets and various asset classes and how that guides our investment decisions. The post Threat of Stagflation Persists – View From the EDGE® August 2022 appeared first on 3EDGE Asset Management.

    Caution: Challenging Market Environment Ahead – View From the EDGE® July 2022

    Play Episode Listen Later Jul 9, 2022 13:56


    Fritz and Eric review the output of the 3EDGE model and how it might guide our investment decisions The post Caution: Challenging Market Environment Ahead – View From the EDGE® July 2022 appeared first on 3EDGE Asset Management.

    Bear Market Rally? – View From the EDGE® June 2022

    Play Episode Listen Later Jun 4, 2022 11:41


    3EDGE's Chief Investment Strategist, Fritz Folts, and Deputy CIO, Eric Biegeleisen, share their latest View From the EDGE: Bear Market Rally? The post Bear Market Rally? – View From the EDGE® June 2022 appeared first on 3EDGE Asset Management.

    The Beginning of the End? – View From the EDGE® May 2022

    Play Episode Listen Later May 7, 2022 18:13


    For some time now, we have been discussing the topic of a regime shift as inflationary forces and rising interest rates cause a significant shift in the investing landscape. In our April View From the EDGE®, "The Beginning of the End?", Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen discuss what lies ahead based on the latest output of 3EDGE's global capital markets model. The post The Beginning of the End? – View From the EDGE® May 2022 appeared first on 3EDGE Asset Management.

    March View from the EDGE®

    Play Episode Listen Later Mar 12, 2022 14:33


    In this edition of View from the EDGE®, Fritz Folts and Eric Biegeleisen will discuss uncertainty in the markets and stagflation in the U.S. The post March View from the EDGE® appeared first on 3EDGE Asset Management.

    February View from the EDGE®

    Play Episode Listen Later Feb 5, 2022 13:58


    Chief Investment Strategist Fritz Folts and Deputy CIO Eric Biegeleisen review our latest outlook in the February View From the EDGE®. They discuss the outlook for major asset classes we model at 3EDGE and do a deeper dive into the changes the model is detecting. The post February View from the EDGE® appeared first on 3EDGE Asset Management.

    January View from the EDGE®

    Play Episode Listen Later Jan 8, 2022 13:18


    View the PDF version here. Equities:  U.S. Equities: Last year we identified the early stages of a regime shift, whereby an extended period of falling inflation and interest rates could give way to a period of rising inflation and interest rates; recent events suggest the regime shift may now be underway. The consequence of a... The post January View from the EDGE® appeared first on 3EDGE Asset Management.

    December View from the EDGE®

    Play Episode Listen Later Dec 11, 2021 12:16


    View the PDF version here. Equities: U.S. equities continue to hover around their November highs and remain significantly overvalued. A recent widening in high yield credit spreads in the U.S. has somewhat negatively impacted the attractiveness of the U.S. equity market. Beyond retiring the word ‘transitory' in describing the inflationary pressures in the U.S., Fed... The post December View from the EDGE® appeared first on 3EDGE Asset Management.

    November View from the EDGE®

    Play Episode Listen Later Nov 5, 2021 12:48


    View the PDF version here. Equities: U.S. equities have continued to reach record highs pushing the S&P 500 even further into significantly overvalued territory. At the conclusion of the most recent FOMC meeting in early November, the Fed officially announced its plan to begin to taper its current $120 billion in monthly bond purchases. However,... The post November View from the EDGE® appeared first on 3EDGE Asset Management.

    October View from the EDGE®

    Play Episode Listen Later Oct 9, 2021 10:59


    View the PDF version here. Equities: The outlook for U.S. equities has improved somewhat – though not uniformly so.  Valuations continue to be near all-time highs for large-cap growth U.S. equities, which have benefitted from an extended regime of ultra-low interest rates. However, cyclical, value-oriented stocks offer more compelling valuations. In addition, should interest rates... The post October View from the EDGE® appeared first on 3EDGE Asset Management.

    September View from the EDGE®

    Play Episode Listen Later Sep 10, 2021 13:41


    View the PDF Version here.  Equities: The outlook for U.S. equities remains mixed. Valuations continue to be stretched to historically high levels, sparking comparisons to bubbles that have occurred throughout market history. While the Fed insists that recent inflationary pressures will prove temporary, inflation could last longer and become more problematic during the remainder of... The post September View from the EDGE® appeared first on 3EDGE Asset Management.

    August View from the EDGE®

    Play Episode Listen Later Aug 6, 2021 12:39


    View the PDF Version here.  Equities: U.S. Equities: By our measures the U.S. equity markets remain significantly overvalued as they continue to hover around all-time highs which is indicative of lower expected returns on average over the longer-term.  While Fed Chair Powell indicated at the June FOMC meeting that the time had come to begin... The post August View from the EDGE® appeared first on 3EDGE Asset Management.

    July View From the EDGE®

    Play Episode Listen Later Jul 8, 2021 9:44


    Subscribe Download the PDF version here. Equities: U.S. Equities: While Fed Chair Powell was able to assuage fears of inflation taking root in the shorter term, concerns regarding more persistent inflation in the U.S. remain.  Should this manifest in a more meaningful way it may signal a tighter Fed monetary policy including the potential for... The post July View From the EDGE® appeared first on 3EDGE Asset Management.

    June View From the EDGE®

    Play Episode Listen Later Jun 4, 2021 12:23


    Subscribe Download the June View From the EDGE® here. Equities: U.S. Equities: The U.S. equity market outlook is a bit more neutral currently given the tug of war between the positive impact of the global economic rebound and concerns about whether robust economic growth will prove to be inflationary, thereby prompting the Federal Reserve to... The post June View From the EDGE® appeared first on 3EDGE Asset Management.

    May View From the EDGE®

    Play Episode Listen Later May 10, 2021 11:14


    Subscribe Download the pdf here.   Equities: U.S. Equities: Major U.S. equity market indices continue to reach all-time highs as well as record levels of overvaluation by our measure. However, even at elevated valuations, monetary and fiscal stimulus remains supportive. In addition, high-yield credit spreads continue to tighten even further. Our research model is indicating... The post May View From the EDGE® appeared first on 3EDGE Asset Management.

    April 2021 View From the EDGE

    Play Episode Listen Later Apr 9, 2021 13:05


    View the pdf version here.  Equities: U.S. Equities: Major U.S. equity market indices continue to reach all-time highs as well as record levels of overvaluation by our measure. However, even at elevated valuations, monetary and fiscal stimulus remains supportive. In addition, high-yield credit spreads remain narrow. A steepening global yield curve is also a positive... The post April 2021 View From the EDGE appeared first on 3EDGE Asset Management.

    March 2021 View From the EDGE®

    Play Episode Listen Later Mar 5, 2021 17:43


    The post March 2021 View From the EDGE® appeared first on 3EDGE Asset Management.

    February View From the EDGE®

    Play Episode Listen Later Feb 5, 2021 13:22


    Subscribe Download the pdf View from the EDGE here.  SUMMARY Japanese equities remain fairly valued and may benefit from improved growth prospects supported by sustained monetary and fiscal stimulus. U.S. equity markets remain overvalued by our measures; however, monetary and fiscal stimulus remains supportive. Should recent increases in short-term interest rates in Emerging Markets continue,... The post February View From the EDGE® appeared first on 3EDGE Asset Management.

    January View From the EDGE®

    Play Episode Listen Later Jan 8, 2021 14:10


    Subscribe SUMMARY Japanese equities are reasonably valued and continue to benefit from the Bank of Japan’s aggressive monetary policy. U.S. equity markets have never been more overvalued in our analysis; however, they continue to benefit from monetary and fiscal stimulus. Although European and Emerging Market equity valuations have also become stretched, better growth prospects are... The post January View From the EDGE® appeared first on 3EDGE Asset Management.

    December View From the EDGE

    Play Episode Listen Later Dec 4, 2020 12:56


    Subscribe The printer Friendly View From the EDGE is available here. SUMMARY: The outlook for equities broadly is buoyed this month by positive news about vaccines, continued central bank stimulus and the narrowing of credit spreads particularly in the high yield bond market. In addition, Japanese and Emerging Market equities are also benefiting from steepening... The post December View From the EDGE appeared first on 3EDGE Asset Management.

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