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NB: Recorded 12th August 2025https://capitalistexploits.athttps://www.glenorchycapital.netMedia Picks (some links may be affiliate links)Wisdom of Insecurity https://amzn.to/4gO0p4QA Street cat Named Bobhttps://www.imdb.com/title/tt3606888/?ref_=ext_shr_lnkDo we See Reality as it is? Ted Talk:https://www.ted.com/talks/donald_hoffman_do_we_see_reality_as_it_isState of the Markets Podcast is Presented by Tim Price (Tim's Substack: https://timprice.substack.com)https://www.pricevaluepartners.com/and Paul Rodriguezhttps://twitter.com/prodr1guez
On this week's episode of Viewpoints, fresh off a recent trip to Uganda, Burkhard reflects on his travel notes and connection to country. We also outline considerations when it comes to investing in Africa, and what to know about Africa's stock markets.
On this week's episode of Viewpoints, Burkhard reflects on and share takeaways from his UBS summits on longevity, and shares perspective around the connection between longer lives and rising markets. Plus, a look at where to find opportunity in the current environment.
Apollo Lupescu is a Vice President at Dimensional Fund Advisors. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy to economic activity, asset allocation views, and more. Host: Daniel Cassidy
Dan Peris is a Senior Portfolio Manager, and Head of the Income and Value Group at Federated Hermes and has authored several books that are focused on equity investing. Dan joins the 1285 studio in New York to share his thoughts on the current landscape for dividend equity investing, including a look at positioning considerations, and risks. We also discuss the benefits of geographic diversification for equity investors, along with highlight investment themes. Host: Daniel Cassidy
On this week's episode of Viewpoints, Burkhard reflects on last Friday's Alaska summit and how investors should link about peace efforts for Ukraine and the region. We also preview this week's Jackson Hole symposium where Fed Chair Jerome Powell will focus on the themes of changing demographics, productivity and macroeconomic policy. Plus, a preview of an upcoming investor summit in Switzerland which will be hosted by Burkhard.
On this week's episode of Viewpoints, Burkhard shares thoughts on how key forces such as the labor market, inflation, and political pressure are shaping the Fed's decision making on monetary policy, along with how this year's dollar-decline compares to previous declines. Plus, guidance when it comes to navigating turbulent markets.
On this week's episode of Viewpoints, Burkhard shares thoughts on a range of timely topics, including ongoing tariff negotiations, July US payroll data, along with shakeups at the US Bureau of Labour Statistics and Fed Board of Governors. Plus, a look at the challenges facing health care companies, and highlights from a cycling journey through Denmark.
Patricia Zobel serves as Head of Macroeconomic Research and Market Strategy for Guggenheim Partners Investment Management, and previously served as an executive at the Federal Reserve Bank of New York (New York Fed). Patricia rejoins the podcast to share perspective on a range of topics, spanning an outlook for the US economy, US trade policy, Fed independence, and the direction of monetary policy. We also spend time on allocation preferences. Host: Daniel Cassidy
On this week's episode of Viewpoints, Burkhard shares some boots-on-the-ground insights from Germany, as he explains the drivers behind Germany's market gains and economic momentum, including takeaways from conversations with German businesses and investors. We also touch on considerations for international investors in today's market and macro environment.
On this week's episode of Viewpoints, Burkhard weighs whether investors are entering the summer season with a sense of complacency as markets hover near all-time highs despite persisting uncertainty. We also touch on the prospects for Fed rate cuts in the coming months and the implications of the implementation of “curve control” to investors and global markets.
Send us a text◆ Stellar conditions for issuers across the bond market ◆ How bond issuance will pan out over the rest of the year ◆ Dedollarisation discussedThe relatively few issuers that took advantage of the primary market this week were well rewarded. US tariffs were kicked down the road once more meaning low volatility and so investors were happy to chase what deals they could find.But is the market about to quieten down for the summer just when it seems there could not be a better time to issue bonds? We look at the arguments for and against and take the pulse of primary across SSAs, FIG, covered bonds, corporate bonds and emerging markets.And we don't just think about when issuance will resume in size but also what the market will look like in the future with dedollarisation a growing topic for investors and issuers alike.
On this week's episode of Viewpoints, Burkhard shares his thoughts on recent geopolitical developments, and how global markets (including oil) have responded over the past few days. Plus, an assessment of market valuations, along with outlook scenarios. To conclude, Burkhard reflects on his unforgettable cycling journey through the Swiss Alps, and cites intersections with the world of investing and the rich history of Switzerland.
On this week's episode of Viewpoints, Burkhard shares his thoughts on recent geopolitical developments, and how global markets (including oil) have responded over the past few days. Plus, an assessment of market valuations, along with outlook scenarios. To conclude, Burkhard reflects on his unforgettable cycling journey through the Swiss Alps, and cites intersections with the world of investing and the rich history of Switzerland.
On this week's episode of Viewpoints, Burkhard outlines potential scenarios as to how developments in the Middle East involving Israel and Iran could evolve, and how to prepare your portfolio accordingly. We also touch on what has been a busy week for the Fed, and other global central banks.
On this week's episode of Viewpoints, Burkhard outlines potential scenarios as to how developments in the Middle East involving Israel and Iran could evolve, and how to prepare your portfolio accordingly. We also touch on what has been a busy week for the Fed, and other global central banks.
On this week's episode of Viewpoints, Burkhard outlines the factors behind the recovery of US equities, along with what could drive further momentum from here. We also cover why European markets may not have an “unfair advantage” when it comes a lower rate environment, when compared to the Fed holding steady for now. Plus, thoughts on the recent performance of South Korea's KOSPI-Index.
On this week's episode of Viewpoints, Burkhard outlines the factors behind the recovery of US equities, along with what could drive further momentum from here. We also cover why European markets may not have an “unfair advantage” when it comes a lower rate environment, when compared to the Fed holding steady for now. Plus, thoughts on the recent performance of South Korea's KOSPI-Index.
On this week's episode of Viewpoints, Burkhard outlines the investment case for global markets to continue their climb higher and provides a performance update on some of CIO's investment themes. We also cover considerations for investors when it comes to climate change-related investment risks, along with reflect on the potential impacts of Japan's fiscal deficit to global markets.
On this week's episode of Viewpoints, Burkhard reflects on the latest with respect to trade, tariffs, and the markets, along with previews what investors can expect in 2Q25, and considerations when it comes to positioning (after a market correction). Plus, thoughts on the current supply and demand relationship of oil.
On this week's episode of Viewpoints, Burkhard reflects on the latest with respect to trade, tariffs, and the markets, along with previews what investors can expect in 2Q25, and considerations when it comes to positioning (after a market correction). Plus, thoughts on the current supply and demand relationship of oil.
On this week's episode of Viewpoints, Burkhard reflects on the latest with respect to trade, tariffs, and the markets, along with previews what investors can expect in 2Q25, and considerations when it comes to positioning (after a market correction). Plus, thoughts on the current supply and demand relationship of oil.
On this week's episode of Viewpoints, Burkhard shares his thoughts on a recent flurry of global deal-diplomacy and market recovery. We also reflect on US-China trade progress (and its' market impact), and weigh whether investors should still be concerned about the prospects for recession in the US.
Having just returned from an enlightening and productive trip to Riyadh, Saudi Arabia, Burkhard shares his reflections on the Saudi economy's progression in recent years, and spotlights future growth potential. Plus, thoughts on the investment landscape and a preview of a big week ahead for Saudi Arabia with high profile visits spanning heads of state to global business leaders.
On this week's episode of Viewpoints, Burkhard outlines the investment case for global markets to continue their climb higher and provides a performance update on some of CIO's investment themes. We also cover considerations for investors when it comes to climate change-related investment risks, along with reflect on the potential impacts of Japan's fiscal deficit to global markets.
As the Trump administration marks 100 days in office, Burkhard reflects on how global markets have performed during this span. Plus, we dive into the US-China tariff conflict and discuss how this trading relationship may evolve from here, along with what investors should be mindful of when it comes to China's economic model.
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper downturn). We also check in on the status of the global rotation trade, and gold.
On this week's episode of Viewpoints, Burkhard weighs in on the recent tariff-related volatility in the markets and shares guidance on how investors should consider responding, along with whether the US is heading towards a recession, stagflation, or something else. Plus, thoughts on how the Fed might respond to the market volatility, and a high-speed look around global equity markets.
On this week's episode of Viewpoints, Burkhard reflects on the latest with respect to trade, tariffs, and the markets, along with previews what investors can expect in 2Q25, and considerations when it comes to positioning (after a market correction). Plus, thoughts on the current supply and demand relationship of oil.
Brian Levitt serves as a Global Market Strategist at Invesco. Brian shares his take on a wide range of topics that have recently influenced investor sentiment and moved markets, including US trade policy, growth concerns, and the progression of artificial intelligence. We also outline a market outlook and discuss asset allocation considerations. Host: Daniel Cassidy Recorded on 03.20.25.
On this week's episode of Viewpoints, Burkhard reflects on this week's flurry of central bank activity, and what it means for the “big rotation” in global markets that we've been discussing in recent weeks. This includes thoughts on Wednesday's press conference from Fed Chair Jerome Powell where he used the word “uncertainty” 16 times. We also spend time outlining the investment case for India by answering the question “why now?”.
Dan Suzuki serves as the Deputy Chief Investment Officer of Richard Bernstein Advisors (RBA). Dan shares his take on a wide range of topics that have recently influenced investor sentiment and moved markets, including US trade policy, growth concerns, and the progression of artificial intelligence. We also outline a market outlook and discuss asset allocation considerations. Host: Daniel Cassidy Recorded on 03.13.25.
On this week's episode of Viewpoints, Burkhard reflects on the absence of an anticipated “Trump-put” amidst a rotation occurring across global equities. Burkhard also considers whether this current downturn is more of a short-term “panic-attack”, or the start of a new Bear Market. Plus, thoughts on how investors should position, and where to focus.
On this week's episode of Viewpoints, Burkhard reflects on the big rotation unfolding across global markets, with the recent outperformance of global equities, and underperformance of US equities. Burkhard explains why the “go global” thesis remains intact, along with shares his take on intertest-rates, inflation and gold.
On this week's episode of Viewpoints, Burkhard explains how and why market activity (and performance) has started to shift from the US to the rest of the world this year, and how investors should consider positioning their portfolios accordingly.
On this week's episode of Viewpoints, Burkhard reflects on his recent travels to Africa and attendance at technology conferences across Europe - shedding light on the continental differences of our digital economy, along with opportunities to be aware of. Burkhard also previews the upcoming elections in Germany, and what clients and investors should be mindful of.
Kristina Hooper is the Chief Global Market Strategist at Invesco. We cover a wide range of topics, including a macroeconomic outlook, expectations for monetary policy, notable market risks, and views on asset allocation. Host: Daniel Cassidy
On this week's episode of Viewpoints, Burkhard reflects on the developments surrounding DeepSeek and the impact felt by US technology and energy companies. Burkhard also shares some interesting boots-on-the-ground takeaways from recently attended deep-tech conferences, along with weighs the impacts of the global race for energy resources.
On the first episode of Viewpoints for 2025, Burkhard shares some boots-on-the-ground perspective from the annual World Economic Forum in Davos, Switzerland. We also spend some discussing the implications of Trump 2.0 to European economies and markets.
On the final episode of Viewpoints for 2024, Burkhard reflects on what has been a busy year, spanning market and macro developments, along with shares expectations for 2025.
Comedian Jeff Dunham returns to talk about his new holiday comedian special, “Scrooged Up”. They also discuss the self-driving capabilities of his Tesla Cybertruck, his Batmobile collection, the controversy surrounding the Monkeemobile, riding in a Waymo, picking up hitchhikers, and alley walkers. Next, Jason “Mayhem” Miller reads the news including stories about the UnitedHealthcare CEO being executed by a gunman in NYC, an ex-bodyguard claims that O.J. Simpson admitted to killing Nicole Brown Simpson on tape, and a lawsuit against the New York Education Department moving forward after parents say children were discriminated against. Then, Ed Elson joins the show to talk about co-hosting the Prof G Markets Podcast with Scott Galloway, why home ownership is becoming a “pipe dream” for young people, how Trump's tariff plan could make housing prices skyrocket, and the difference in leverage between the longshoremen and writers strikes. For more with Jeff Dunham: ● NEW HOLIDAY SPECIAL: Scrooged Up - available now on Amazon Prime. ● INSTAGRAM, X, & TIKTOK: @jeffdunham ● WEBSITE: jeffdunham.com ● LIVE DATES: ○ Planet Hollywood Live - Las Vegas, NV: December 8th ○ Cure Insurance Arena - Trenton, NJ: December 11th For more with Ed Elson: ● PODCASTS: Prof G Markets and First Time Founders ● INSTAGRAM: @ed_elson_ ● X: @edels0n Thank you for supporting our sponsors: ● Hims.com/ADAM ● allfamilypharma.com/adam ● HomeChef.com/ADAM ● http://ShopMando.com, use code: ADAM ● http://OReillyAuto.com/Adam
On this episode of Viewpoints, Burkhard acknowledges the momentum across US equity markets, and weighs how a range of risk-factors could impact the longevity of the bull-run as we head into 2025. Burkhard also ponders the relationship between valuations and return expectations, plus shares thoughts on geopolitical developments within France and South Korea in recent days.
On this episode of Viewpoints, Burkhard shares expectations for the year ahead, across global regions. We also spend time reflecting on this year's “roaring twenties” scenario - notably its' impact to global growth and markets, along with its' anticipated presence throughout this decade.
On this episode of Viewpoints, Burkhard weighs the latest US inflation data, along with considers the potential impact of US-imposed tariffs (to nations such as China) to the US inflationary environment. We also calculate whether tariffs will ultimately pay for lower taxes in the US.
On this episode of Viewpoints, and in the wake of the US election, Burkhard weighs what a second Trump term means for the markets, and how investors are balancing the prospects of lower corporate tax rates and less business regulations, with higher tariffs and wider budget deficits. Burkhard also discusses the concerns of the ‘bond vigilantes' and what those concerns might mean for treasuries.
On this episode of Viewpoints, Burkhard acknowledges how the US equity market rally has stalled, this against a backdrop of mostly upbeat Q3 corporate earnings reporting, and with Election Day next Tuesday. We discuss how investors should consider responding to these recent markets moves, and prepare for the post-election market environment. Plus, thoughts on gold heading into 2025.
Anwiti Bahuguna serves as Chief Investment Officer of global asset allocation, and portfolio manager for Northern Trust Asset Management. Anwiti shares her views on the US economy, real estate, along with outcome implications of the US election to markets. Plus, we spend time highlighting where opportunities can be located. Host: Daniel Cassidy
Dan Suzuki serves as the Deputy Chief Investment Officer for Richard Bernstein Advisors (RBA). Dan drops by the 1285 podcast studio in New York to share his US economic outlook, thoughts on Q3 corporate earnings, equity valuations, monetary policy, and more. Plus, we spend time highlighting where opportunities can be located. Host: Daniel Cassidy
Patricia Zobel serves as Head of Macroeconomic Research and Market Strategy for Guggenheim Partners Investment Management, and previously served as an executive at the Federal Reserve Bank of New York (New York Fed). Patricia shares perspective on a range of topics, spanning an outlook for the US economy, to the direction of monetary policy. We also spend time on allocation preferences across fixed income, real estate, and ex-US. Host: Daniel Cassidy
On this episode of Viewpoints, Burkhard weighs diverging viewpoints when it comes to the condition and health of the US economy, along with whether there is further room to run in equity markets in consideration of realized returns over the past couple of years. In doing so, Burkhard breaks down the anatomy of bull-and-bear markets.
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