Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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Equity Markets Podcasts
The Schwab Market Update podcast gives investors essential information to start their days, including a summary of market news, stocks to watch, and a look at what's ahead. Podcasts are for informational purposes only. This channel is not monitored by Charles Schwab. Please visit schwab.com/contactus for contact options. (1124-3JAB)
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Let's get down to business. In your podcast feed 6am every morning. This podcast is an audio version of the Equity Mates Daily Newsletter. The content is written by Bryce and Ren for the email, and has been turned into audio using Artificial Intelligence. Subscribe to the email. Hosted on Acast. See acast.com/privacy for more information.
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Goldman Sachs leaders and analysts break down the key issues moving markets in this podcast.
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A thoughtful look at investing opportunities and risks beyond the market headlines, plus personal finance and retirement tips, from Morningstar.
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When it comes to equity markets, there is a seller for every buyer. But how do you know which side of the trade to be on? Macro trends explain 70% of stock movements so understanding the macro backdrop is essential. Join Michael Kantrowitz, No. 1 ranked* Wall Street investment strategist, and the rest of the portfolio strategy & quantitative research team at Piper Sandler as they discuss current macro trends and what’s next for markets. Michael, Stephen, Emily, Joe and Dan have been working ...
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Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.
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A periodic summary of major macro events, market themes and selected UK company-specific news.
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Hosted by Devin Mathews and Jim Milbery, partners at ParkerGale Capital, a middle-market private equity group. This bi-weekly show is a lively discussion of the uses of technology to improve business operations for companies with less than $100 million in revenue.
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A 360 degree perspective of everything related to private equity.
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NerdWallet’s trusted finance journalists answer real-world money questions to help you make smarter financial decisions with confidence. Each episode dives deep into topics like budgeting, saving, investing, home buying, and credit cards, cutting through misinformation to bring you clear, actionable advice backed by thorough research. By the end of every episode, you’ll have the latest financial insights and the tools you’ll need to manage your money wisely, build wealth, and plan for life’s ...
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The New Private Markets Podcast focuses exclusively on sustainability issues in private equity, venture capital, private debt, real estate and infrastructure. Join the editorial team behind New Private Markets as they pick through the sustainability trends shaping these asset classes, from ESG to impact and beyond, with help from industry insiders
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Jordan Roy-Byrne, CMT, MFTA hosts this program which focuses on Gold and gold-related investments with top industry analysts and fund managers.
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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
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This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
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Where mining meets equity markets, and noise gets cut to signal. We unpack the stories moving commodities, companies, and capital without the fluff. Featuring candid conversations with fund managers, executives, and commodity specialists. Hosted by Travis Ricciardo and Jonas Dorling.
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Entrepreneurship and business techniques and tips you won't learn in business school.
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Here's the audio version of the daily Wall Street column of Marketscreener, to take the temperature of financial markets every morning at the opening of the stock exchange. Hosted by Audiomeans. Visit audiomeans.fr/politique-de-confidentialite for more information.
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A quick synopsis of the morning financial news and how US equity markets could react to it. Published by Vital Knowledge and intended to compliment the company's website (www.VitalKnowledge.net).
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Welcome to Beer Stories for Private Equity: a virtual happy, tapping into 28 years of private equity experience… one pint at a time.
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In this series we explore the themes, trends and events shaping the dynamic world of emerging markets for equity investors.‘Emerging markets’ describes a very diverse group of countries with disparate cultures, political systems and economies. Trends like higher consumption, driven by increased middle-class wealth, and early adoption of new technology are producing companies that are innovators and disruptions.With equity markets populated by current and future market leaders, emerging marke ...
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Get ready for the week ahead with Investopedia’s Editor in Chief, Caleb Silver, Live from the NYSE as he digs into the most important stories in finance and global economics. Through expert analysis, interviews with the biggest names in business, and educational breakdowns of the news that moves markets, The Investopedia Express LIVE preps you with the information you need to start your week in finance.
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Dario Perkins and Freya Beamish two economists at TS Lombard answer three of the top current client questions. Our client base comprises asset managers, investment banks, pension funds, wealth managers, insurance, private equity and hedge funds. The questions will focus on what is currently driving financial markets.
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Welcome to the best creative brainstorming session you've ever had. Hosts Alex Garcia & Brian Blum discuss the biggest marketing moves of the week and show you how you can implement these in your own business. Influencer marketing, growth marketing, content marketing - it's all here. Creativity. Breakdowns. Playbooks. Without the fluff.
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CommSec Market Update is the podcast that will help you to stay ahead of the trends with daily expert commentary as the market opens and closes. Whether you are invested in the stock market, or just looking to get started, join the team from Australia’s leading online broker and follow the changes as they happen. The content in this podcast is prepared, approved and distributed in Australia by Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814. The information does not take into ...
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Join Marcus Padley and Henry Jennings as they sit down with fund managers, CEOs, investors, and finance professionals to tackle the big issues and explore strategies for navigating choppy investment markets. Great guests, engaging conversations, and plenty of money-making ideas delivered straight from the experts.
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Become a smarter investor and beat the market by subscribing to Early Bird's weekly podcast and by subscribing to Early Bird's free daily newsletter: https://earlybird.email/
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John Blank, the Chief Equity Strategist at Zacks Investment Research, takes a look at current market, economic, and industry trends going on around the world.
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Industrial manufacturing, operational excellence, middle market investing, specialty distribution, and other complex topics made simple with executive sessions. Join MiddleGround Capital, as we invite industry experts to share key insights from from the factory floor to the board room about topics ranging from ESG and automation, to industry 4.0.
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It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.
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Get behind-the-scenes access to the minds shaping the world of Private Equity, hear captivating stories about transactions and investments, and learn about the innovative approaches leading investors, operators, advisors and bankers employ to drive sustainable growth and create enterprise value. https://www.howtosaas.com/pevaluecreation
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1
Navigating the Customer Experience
Yanique Grant, Customer Experience Strategist, Entrepreneur
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Join host Yanique Grant as she takes you on a journey with global entrepreneurs and subject matter experts that can help you to navigate your customer experience. Learn what customers really want and how businesses can understand the psychology of each customer or business that they engage with. We will be looking at technology, leadership, customer service charters and strategies, training and development, complaint management, service recovery and so much more!
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Tune in to Macro Markets to hear the top minds of Guggenheim Investments offer timely analysis on financial market trends. Guests include portfolio managers, fixed income sector heads, members of the Macroeconomic and Investment Research Group, and more.
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On each episode of "TD Cowen Insights", members of our firm host leading thinkers to share insights and ideas shaping the world economy. Join us, as we converse with the top minds who are influencing our global sectors. Disclosures: https://go.td.com/PodcastDisclosure
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In today's equity markets, the devil’s in the details. This is a podcast for traders, asset managers, and anyone who wants to understand the machinations, politics, and incentive structures underpinning our shared markets. With irreverence and insight, IEX’s Ronan Ryan and John “JR” Ramsay hold court on market structure with Wall Street’s most savvy market practitioners, sharing their insiders’ view on how Wall Street really works. You'll never trade the same way again.
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PineBridge Investments’ global economists and investment experts cut through the noise to provide insights on the rapidly changing forces moving economies and markets.
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Helping Investors Fulfill Fiduciary Responsibilities
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Access Holdings - Building Enduring Businesses
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Chat With Traders is your key to the minds of trading's elite performers. Start listening to learn how a diverse mix of traders went from zero to hero, how they successfully trade markets today, and get their best tips 'n pointers for profitable performance, plus much more. Note: You are responsible for your own trading decisions—this is not financial advice.
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PRIVATE EQUITY INVESTORS & CEOs turn to Demand Revenue when their portfolio companies need experienced marketing leadership.
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PEI Group’s ‘Private Equity Spotlight’ podcast illuminates the latest trends in private equity across fundraising, portfolio management, deals, regulation and more. Get a front-row seat with our award-winning journalists from publications including Private Equity International, Private Funds CFO, Buyouts and PE Hub, as they interview the industry’s biggest personalities and dig deep into the dynamics affecting LPs, GPs and service providers. Available wherever you get your podcasts.
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The Private Equity PErspectives podcast serves as a forum for private equity dealmakers to discuss navigating today’s dynamic investment environment, while preparing for challenges and opportunities on the horizon. In each episode, BDO’s Private Equity practice connects with leaders in the industry to talk deal activity, fund strategies, and portfolio company optimization.
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SlatorPod is the weekly language industry podcast where we discuss the most important news and trends in translation, localization, interpreting, and language AI. Brought to you by Slator.com.
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Our regular podcast from Lori Calvasina, Head of US Equity Strategy, that brings a fresh perspective and nuanced, data driven view on the forces shaping U.S. equity markets. Disclaimer: https://www.rbccm.com/en/policies-disclaimers.page
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1
How PE markets evolved in a volatile 2025
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Join senior editor Adam Le, Hong Kong Bureau Chief Alex Lynn and America's correspondent Hannah Zhang in our end of year Private Equity Spotlight episode looking back at the biggest trends in the PE market in 2025. From tariffs to trade wars, semi-liquid funds to the 401(k) opportunity and the resurgence of China, our editorial team dissects how LP…
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1
Toy factories to TSMC: Taiwan’s transformation
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Taiwan’s journey from low-cost manufacturing to high-tech leadership is nothing short of remarkable. In this episode, Catriona Macnair shares first-hand stories from her recent trip, exploring how the island became essential to AI, semiconductors, and the future of global innovation.By Aberdeen
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AI isn't just a buzzword—it's reshaping how mid-market companies grow. In this episode of Private Equity 360, host Bob Woosley talks with Thomas T. Thomas, CEO of Teragonia, about turning AI from concept into real competitive advantage. They dive into where AI is delivering measurable results, how management teams can adopt it pragmatically, what p…
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Morning Report 17 Dec 25: US equities and Treasury yields fall after jobs data
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US share markets slipped on Tuesday, with the S&P 500 weighed down by healthcare stocks as investors digested distorted economic data. The US dollar fell after delayed data pointed to softer jobs growth, while energy stocks sank as oil slipped below $60 a barrel amid Russia–Ukraine talks. European equities also retreated, led by sharp declines in d…
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Ep. 105: Andrejka Bernatova, Dynamix | Public-Market Pathways and Investing in Energy
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On this episode, Andrejka Bernatova, Founder and CEO of Dynamix Corporation, shares how investors can evaluate mission-critical energy and infrastructure businesses by focusing on fundamentals such as contract quality, customer durability and operating reality, rather than market sentiment or emerging-tech narratives. Learn about approaches to publ…
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What The US Equity Market Has Been Thankful For
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The big things you need to know: First, several things that US equity markets have been linked to (breadth, bitcoin, private market fears, Fed cut expectations, consumer sentiment) have gotten better in recent updates. Second, a few signals from our year-ahead outlook analysis have shifted over the past week. Third, there have been a few interestin…
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Our Christmas Day Best-Of episode revisits some of the most important investing and financial planning discussions of the year. Lance Roberts, Danny Ratliff, & Jonathan Penn examine whether the traditional 60/40 portfolio still serves its original purpose of reducing volatility, and what the three legs of investing mean in today's market environmen…
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1
Scott Kupor's New Plan to Bring Tech Workers Into the Federal Government
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If you're a high-skilled tech worker, then potentially huge fortunes await you working for a startup or one of our booming AI giants. But the government needs these types of workers too. And the government is not set up to pay commensurate salaries with the private sector -- particularly for these types of roles. This challenge has long been unders…
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Managing Money in Your Marriage and How to Build Wealth Without a Side Hustle
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Learn the truth behind myths about building wealth, plus hear from a couple looking to align on financial goals and values. Can you build wealth without starting a business? How can couples figure out what to do with extra money in their budget? Hosts Sean Pyles and Elizabeth Ayoola share their “money hot takes” and then talk to a married couple ab…
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Special Encore: 2026 Global Outlook: Slower Growth and Inflation
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Original Release Date: November 17, 2025 In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Serena Tang has Chief Global Economist Seth Carpenter explain his thoughts on how economies around the world are expected to perform and how central banks may respond. Read more insights from Morgan Stanley. …
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12-24-25 The Fed at a Crossroads - Joseph Wang Interview
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The Federal Reserve is entering a pivotal phase, and the decisions it makes now will define the next era of monetary policy. Lance Roberts and The Fed Guy, Joseph Wang, examine the structural forces putting the Fed at a crossroads—from rate cuts and shifting labor-market dynamics to the long-term impact of AI, tariff-driven inflation, and changes i…
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Vital Dawn Podcast for Wednesday December 24
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The full Vital Dawn piece can be found here: https://vitalknowledge.net/article/2025/12/24/vital-dawn-for-wednesday-december-24-2025
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Markets Mull Strong GDP On Shortened Trading Day
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Investors have a thin slate of earnings and economic data to monitor today, leaving the focus on the stronger-than-expected third-quarter GDP report with stocks at a record high. Important Disclosures This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized inv…
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Will the Data Center Boom Impact Your Wallet?
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Our Thematic and Equity Strategist Michelle Weaver and Power, Utilities, and Clean Tech Analyst David Arcaro discuss how investments in AI data centers are affecting electricity bills for U.S. consumers. Read more insights from Morgan Stanley. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Sta…
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1
This Company is Taking Down Hollywood With Creators
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In this episode, I interview Simon Kim, one of the founders of Creator Camp who's building a studio that's empowering creators to take over the big screen. And they're funding the movies themselves. Like Baron Ryan's Two Sleepy People film that was written, shot, produced, and in-theatres in less than 100 days. This is Camp Studios and how they're …
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12-23-25 Dollar Power, AI, and the New Financial Order - The Brent Johnson Inerview
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In this episode, Lance Roberts sits down with Brent Johnson, CEO of Santiago Capital, to break down what's really happening with the U.S. dollar, the global monetary system, and why AI is accelerating a geopolitical and economic power shift. If you're looking for big-picture insights on the future of the dollar, geopolitics, AI-driven capital flows…
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The full Vital Dawn piece can be found here: https://vitalknowledge.net/article/2025/12/23/vital-dawn-for-tuesday-december-23-2025
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Investors Eye GDP, Consumer Sentiment in Slow Week
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Investors will be monitoring the GDP and Consumer Confidence reports with earnings season in hibernation during a shortened holiday week. Important Disclosures This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies…
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The Better Halves of Boxes and Lines: A Holiday Special!
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In this very special holiday edition of Boxes and Lines, Ronan and JR once again hand over the mics to the people who know them best (and roast them best), their spouses. Back by popular demand, Kara Ryan and Nick Buzard join the show for a special holiday edition of Boxes and Lines' spouses interviews. This episode features Nick’s incredible recov…
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Episode 254: URGENT: If You Own Silver, Watch the Market Closely Right Now
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📘 Get a FREE copy of my new book: 👉 https://thedailygold.com/book?ref=ytdesc 💰 Find junior gold & silver stocks with 5x–10x potential: 🚀 https://thedailygold.com/premium?ref=... 🌐 Website: https://www.thedailygold.com
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Rebalancing Portfolios as Risk Premiums Drop
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Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that means for asset allocation. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist. Today – doe…
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Jim Cramer’s Lessons for Investing in Any Market
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Jim Cramer, the legendary investor, educator, best-selling author, host of CNBC’s Mad Money and Squawk on the Street, joins the Express with lessons for investing in any market, and his unique valuation tools for finding the next great stocks. Plus, we reveal Investopedia’s Terms of the Year, which include everything from insider trading to Bad Bun…
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Our Year Ahead US Sector Outlook – Seeking Out Value
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The big things you need to know: First, we are upgrading S&P 500 Health Care to overweight from market weight. Second, we are upgrading S&P 500 Communication Services to overweight from market weight. Third, our other S&P 500 recommendations are unchanged. We remain overweight Financials and Materials, underweight Consumer Discretionary, and market…
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12-22-25 When Fed Narratives Meet Market Data
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Markets are heading into year-end with optimism still firmly embedded in prices, but the economic data are telling a more complicated story. Lance Roberts examines the growing gap between the Federal Reserve's soft-landing narrative and what inflation, employment, consumer spending, and earnings expectations are actually signaling. While markets ha…
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12-22-25 Too Soon for Santa? | Before the Bell
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Markets are doing what they often do this time of year—attempting to stabilize and rally amid choppy trading. While some are already declaring that the Santa Claus Rally is "dead," history suggests patience is warranted. The official Santa Rally window hasn't even begun yet, and statistically, the odds still favor a year-end lift. Lance Roberts bre…
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The full Vital Dawn piece can be found here: https://vitalknowledge.net/article/2025/12/22/vital-dawn-for-monday-december-22-2025
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Why Americans Are Falling Behind on Auto Loans At Their Highest Level Ever
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By and large, American households are in a healthy economic position. Yes, unemployment has been rising, but it's still at fairly low levels. Consumer spending has held up well despite terrible sentiment. And many households are sitting on huge stock market gains and have a big home equity cushion. And yet, there are signs of trouble. Most notably,…
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Untangle Your Relationship with Money for Better Mental, Emotional, and Financial Well-Being
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Learn how to navigate job loss and reshape your money mindset to feel more in control — emotionally and financially. What should you do with your money after losing a job? How can you feel better about money and stop stressing about finances? Hosts Sean Pyles and Elizabeth Ayoola discuss managing job loss and improving your relationship with money …
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Thin Holiday Trade Likely After Late-Week Comeback
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Improving investor sentiment around AI helped stocks claw back late last week, while trading could be light in coming days ahead of holiday closures. GDP data is due tomorrow. Important Disclosures This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized invest…
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1
The Center Book: The Quiet Heart of Multi-Manager Hedge Funds
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Send us a text Everyone talks about pods and PMs in multi-manager hedge funds. But what about the Center Book? In this episode, Vincent and Saâd unpack the quiet infrastructure at the heart of every multi-manager platform — managing firm-wide risk, balancing exposures, and making the difference between a coordinated strategy and a collection of bet…
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Send us a text What were the biggest investing themes of 2025, including the biggest surprises as well as winning stocks and sectors for the year? Joining today on the podcast to discuss these topics are: Dan Passarelli, President at Market Taker Mentoring Marcus Sturdivant, Founder of The ABC Squared All Bases Covered Alex Carteau, CEO of EPSMomen…
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Jordi Visser: Why AI Is Rewriting the Business Cycle
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In this discussion, we are joined by Jordy Visser to delve into how exponential innovation, particularly artificial intelligence (AI), is reshaping traditional business cycles. The conversation covers the potential of AI to drive earnings, enhance productivity, and impact labor markets, suggesting that the forthcoming PMI cycle could be one of the …
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Business Strategy In Times Of Market Uncertainty
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Dr. Lance Mortlock discusses his book "Outside In, Inside Out" and techniques to unleash the power of business strategy in times of market uncertainty. Lance is Managing Partner of Ernst & Young Canada's Industrials and Energy practice and an expert in turning volatility into a competitive advantage. Listen for three action items you can use today.…
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What Separates a VP of Marketing From a True CMO
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What does it really take to become a great CMO? In Part 2 of this conversation, 11-time CMO and CEO of Demand Revenue, Allan G., breaks down the key mindset shift from tactical marketing to strategic business leadership. Learn how top CMOs align with CFOs, speak the language of the board, reduce churn, focus on impact over vanity metrics, and becom…
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To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett discuss the outlook for inflation and monetary policy, with implications for investment-grade credit. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: …
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How should investors think about fixed income going into 2026 – and what’s the outlook for the jobs market and Fed policy? Lindsay Rosner, Head of Multi-Sector Investing in Goldman Sachs Asset Management, discusses with Chris Hussey. Recorded on December 17, 2025. The opinions and views expressed herein are as of the date of publication, subject to…
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Episode 78: The Investing Outlook for 2026
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Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Macro Markets to discuss portfolio strategy within the context of our 2026 outlook for growth, inflation, monetary policy, private credit, and the impact of AI on markets and the economy. In this complex landscape, she makes the case for why she believes now is not a time for sitti…
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12-19-25 What Great Financial Planning Looks Like
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What should a great financial planning experience actually look like? For many investors, "financial planning" is reduced to product selection, performance chasing, or a one-time retirement projection that never gets revisited. In reality, a high-quality financial planning experience is far more comprehensive — and far more valuable. Richard Rosso …
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Week Ending 19/12/25 - Have central banks done enough to slay inflation and allow rates to fall in 2026?
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In the last episode of 2025, Gareth and Jeremy discuss the significant events of the week, including volatile equities, what precious metals prices are telling us, and the ups and downs of oil prices, with the US Navy on patrol offshore of Venezuela. There has been a data dump of macro numbers and rate decisions, and an important decision by Europe…
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The latest U.S. consumer-price data came in softer than expected. That set off excitement, hope and spreadsheets full of rate-cut fantasies. Markets now put roughly a one-in-four chance on a Federal Reserve cut in January and are almost certain about one by April. Yet the same report came with missing data thanks to a government shutdown and some m…
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The full Vital Dawn piece can be found here: https://vitalknowledge.net/article/2025/12/19/vital-dawn-for-friday-december-19-2025
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Where to Invest in 2026 After This Year’s Market Volatility
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Market volatility has left its imprint in 2025. Turbulence from tariffs, tech, and more have shaken investors’ confidence at times. Many folks looked for safety during those down periods. Yet, the US stock market overall has delivered a strong performance. So, who are the leaders and laggards as this year comes closer to wrapping up? And what shoul…
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You probably already know someone doing peptides — the amino acids that form the basis of popular new drug treatments like Ozempic and Wegovy. Today there are peptides meant to help with everything from weight loss, to cellular regeneration, to improved eye contact while talking. In San Francisco, there are even organized “peptide raves.” Yet most …
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