Podcasts about talking markets

This month's “Talking Markets” podcast offers perspective from ClearBridge Investments' Jeff Schulze on tariffs and the US equity complex. And, we review the two individual indicator upgrades that January brought on the Recession Risk Dashboard.

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

BlackRock was "pro risk" heading into 2025 - in other words, bullish about the outlook for U.S. stocks. Barron's Senior Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with Gargi Chaudhuri, chief investment and portfolio strategist, Americas, at BlackRock about what's ahead for equities, fixed income, and other assets -- and how to invest via ETFs. 

There are many stock pickers in the asset management industry, but can they also take on basketball legend Michael Jordan in a pick-up game? Tune in to hear Capital Group portfolio manager Martin Jacobs share that story with Mike Gitlin. Martin also reveals the key elements of his investment style, including concentrated portfolios and close scrutiny of company management. #CapGroupGlobal     For full disclosures go to capitalgroup.com/global-disclosures   For our latest insights, practice management ideas and more, subscribe to Capital Ideas at getcapitalideas.com. If you're based outside of the U.S., visit capitalgroup.com for Capital Group insights.   Watch our latest podcast, Conversations with Mike Gitlin, on YouTube: https://bit.ly/CG-Gitlin-playlist   This content is published by Capital Client Group, Inc.   U.K. investors can view a glossary of technical terms here: https://bit.ly/49rdcFq   To stay informed, follow us:   LinkedIn: https://bit.ly/42uSYbm   YouTube: https://bit.ly/4dFTE1B   Follow Mike Gitlin: https://www.linkedin.com/in/mikegitlin/   About Capital Group Capital Group was established in 1931 in Los Angeles, California, with the mission to improve people's lives through successful investing. With our clients at the core of everything we do, we offer carefully researched products and services to help them achieve their financial goals.   Learn more: capitalgroup.com   Join us: capitalgroup.com/about-us/careers.html   Copyright ©2025 Capital Group

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Joe Quinlan, Managing Director and Head of Market Strategy for the Chief Investment Office at Bank of America about the outlook for financial markets, industry sectors, and individual stocks.

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with First Eagle portfolio manager Matt McLennan about the firm's "artisanal" approach to investing and some of McLennan's key investment ideas. Plus, a look at the latest earnings reports and economic data, and the election's potential impact on industry sectors.

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

Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn speak with Tom Essaye, Founder and President of Sevens Report about the outlook for financial markets, industry sectors, and individual stocks.

A fireside chat which covers the current market and macro environment, including thoughts around the US economy, the Fed, the upcoming US election, and positioning across fixed income and real estate. Featured is Jeffrey Gundlach, Chief Executive Officer, Chief Investment Officer and Founder of DoubleLine Capital. Host: Daniel Cassidy

Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and Cambria Investment Management's Chief Investment Officer Meb Faber discuss the outlook for global markets, portfolio diversification, momentum investing, and the lastest corporate earnings news.

Dan rejoins the podcast to provide his near-to-medium term outlook for the US economy, monetary policy, and equity markets. We also discuss where Dan is finding opportunity within equities, as well as the risks to be mindful of as we approach 2H24. Featured is Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors. Host: Daniel Cassidy

Kathleen and Jon discuss a wide range of topics, including considerations when it comes to muni duration, sector preferences (including tax-exempt), implications of the 2024 election, and much more. Featured is Jonathan Mondillo, Head of US Fixed Income with abrdn, and Kathleen McNamara, Senior Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

With a strong Q1 behind us, Melda and David outline their thoughts on current valuations, along with a performance outlook for US equities. We also cover notable headwinds to performance and discuss positioning preferences within the US and around the globe. Featured are Melda Mergen, Global Chief Investment Officer for Equities, Columbia Threadneedle Investments, and David Lefkowitz, Head of Equities Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

Barron's senior managing editor Lauren R. Rublin, senior writer Nicholas Jasinski and David Donabedian, chief investment officer at CIBC Private Wealth Management discuss the outlook for financial markets, industry sectors, and individual stocks.

Brian Levitt is a Global Market Strategist at Invesco. Brian shares is economic outlook (including a look at the US inflation picture), reflects on the Q4 reporting season, and outlines his preferences when it comes to asset allocation. We also spend time examining the Fed's course for monetary policy, namely the timing for rate cuts in 2024. Host: Daniel Cassidy

William Davies is the Global Chief Investment Officer at Columbia Threadneedle Investments. William shares his thoughts on the condition of the US economy, relative to other regions around the globe. We also discuss the road ahead for monetary policy, and how to think about positioning your portfolio for the current environment. Host: Daniel Cassidy

Steve Chiavarone stops by the 1285 podcast studio to outline his macro and market expectations for 2024. We also spend time discussing the risks and headwinds facing markets in the new year and where to locate opportunity across multiple asset classes. Steve Chiavarone is the Head of Multi-Asset Solutions, an Equity Strategist, and a Senior Portfolio Manager with Federated Hermes. Host: Daniel Cassidy

Dan rejoins the podcast to provide his near-to-medium term outlook for the US economy, monetary policy, and equity markets. We also discuss where Dan is finding opportunity within equities, as well as the risks to be mindful of as we approach the new year and into early 2024. Featured is Dan Suzuki, Deputy Chief Investment Officer at Richard Bernstein Advisors. Host: Daniel Cassidy

Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn speak with Barry Knapp, managing partner of Ironsides Macroeconomics on the outlook for financial markets, industry sectors, and individual stocks.

Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn speak with Rick Rieder, senior managing director of BlackRock, on the outlook for the economy and interest rates, and opportunities in fixed income.

A fireside chat on the current market and macro environment, including thoughts around asset allocation with Jeffrey Gundlach, the Chief Executive Officer, Chief Investment Officer and Founder of DoubleLine Capital. Host: Daniel Cassidy

Barron's senior managing editor Lauren R. Rublin, deputy editor Ben Levisohn and Barry Bannister, managing director and chief equity strategist at Stifel discuss the outlook for financial markets, industry sectors, and individual stocks.

Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn speak with Doug Peta, BCA Research's Chief Strategiest on outlook for financial markets, industry sectors, and individual stocks.

Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn speak with Andrew Slimmon, managing director at Morgan Stanley Investment Management on outlook for financial markets, industry sectors, and individual stocks.

A one-hour interview with private investor Danny Solomon, discussing which markets we like and which we don't … and a bit about Chelsea too. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.theflyingfrisby.com/subscribe

Ryan and Sonu are joined by CFRA's Sam Stovall for a discussion on the current state of the markets. In between sharing market insights, Sam lightens the mood with some of his typical humor.Hosted by Chief Market Strategist, Ryan Detrick and VP, Global Macro Strategist, Sonu Varghese, 'Facts vs. Feelings' is brought to you by the Carson Investment Research team.Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Jordi Visser is the President and Chief Investment Officer of Weiss Multi-Strategy Advisers, whom has a passion for both investing and horse racing. We discuss how these two worlds intersect, Jordi's process for investment selection and where he sees both risks and opportunities across regions and asset classes. Host: Daniel Cassidy

Our conversation examines the current environment for equity investors against a backdrop of macro uncertainty. We dive into the factors that could drive return through the balance of the year, preview the Q1 corporate earnings season, and discuss how to position within the asset class. Featured is Joe Amato, President of the Neuberger Berman Group, and Chief Investment Officer for Equities, as well as David Lefkowitz, Head of Equities Americas with the UBS Chief Investment Office. Host: Daniel Cassidy

We outline views on equity market performance drivers, themes, as well as positioning across sectors and regions. Featured are Nadia Lovell, Senior US Equity Strategist with the UBS Chief Investment Office, and Brad Neuman, Director of Market Strategy with Fred Alger and Company. Host: Daniel Cassidy

Talking markets, systems, and your questions! --- Support this podcast: https://anchor.fm/gar-capital/support

Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn speak with Dr. Ed Yardeni, president of Yardeni Research on the outlook for financial markets, industry sectors, and individual stocks.

William Davies is the Global Chief Investment Officer for Columbia Threadneedle Investments. William outlines his market and macro expectations for 2023, including how US monetary policy might progress and what the prospects are for a recession. We also discuss portfolio positioning, regional preferences and market risks to be mindful of, including geopolitics. Host: Daniel Cassidy

Farm Talk Segment 5 - Erick talks with Dale Durcholz - Grain Cycles - Talking Markets

Our conversation focuses on the prospects for equity returns in the year ahead, including thoughts around the path forward for monetary policy and how the macroeconomic environment might take shape in the months ahead. We also spend some time on positioning recommendations within equities for the current environment. Featured is Dan Suzuki, Deputy Chief Investment Officer for Richard Bernstein Advisors. Host: Daniel Cassidy

Barron's senior managing editor Lauren R. Rublin, managing editor Daren Fonda, and Rob Arnott, founder and chairman of the board of Research Affiliates, discuss the outlook for financial markets, inflation, and interest rates, growth and value investing, and the latest crisis in cryptocurrencies.

Barron's senior managing editor Lauren R. Rublin, deputy editor Ben Levisohn and David Kelly, Chief Global Strategist of J.P. Morgan Asset Management discuss the outlook for the economy, interest rates, financial markets, and corporate earnings.

A fireside chat on the current market and macro environment, including thoughts around asset allocation with Jeffrey Gundlach, the Chief Executive Officer, Chief Investment Officer and Founder of DoubleLine Capital. Host: Daniel Cassidy

On this Conversations from the Farm Progress Show, we talk markets and more with Kevin McNew who is the Chief Economist for Farmers Business Network.

This weeks’ episode of the Beef Market Update is coming to you from the back of a horse, which is likely as authentic as we can get while we’re talking cattle markets. Anne Wasko, of the Gateway Livestock Exchange, is moving cattle, as yes, we approach October. In the U.S., Wasko says this week is... Read More

This weeks’ episode of the Beef Market Update is coming to you from the back of a horse, which is likely as authentic as we can get while we’re talking cattle markets. Anne Wasko of the Gateway Livestock Exchange is moving cattle, as yes, we approach October. In the U.S., Wasko says this week is... Read More

Barron's senior managing editor Lauren R. Rublin and deputy editor Ben Levisohn discuss the economic outlook and the appeal of bank stocks with Chris Davis, chairman and portfolio manager of Davis Select Advisors. Plus, an update on the housing market and housing stocks.

Farm Talk Segment 3 - Erick talks with Karl Setzer - Agrivisor- Talking Markets.

Farm Talk Segment 5 - Mick talks markets with Alan Hoefling from The Money Farm

Jesse Allen spoke with Preston Zacharias of CHS Hedging during Commodity Classic 2022 in New Orleans. They discussed the state of the markets as of Thursday, March 10th after the close of trade.

Barron's senior managing editor Lauren R. Rublin, deputy editor Ben Levisohn and Liz Ann Sonders, chief investment strategist at Charles Schwab discuss the outlook for financial markets, industry sectors, and individual stocks.

We talk investing and the stock market trends with Arun Chopra, CFA.  Arun is the founder of fusion point capital.  We talk about the continued strength in the economy, the 2020 election concerns, headline risk and the impeachment. Arun brings his unique insights into market trends, what the technical charts are telling us and what he is concerned about as we move into 2020.