Marc To Markets

Marc Penziner
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Marc To Markets Podcast

On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.

  1. 6 DAYS AGO

    The US National Debt: Debt or Alive

    Send us a textHow risky is the national debt? What's the different between the deficit and the national debt? How long until the debt becomes a problem? What can we do about it? Are the solutions only political? As an investor, how does the increase in the national debt impact how you allocate capital today? I dig into all of these questions and more with Chris Brigham, a Senior Research Analyst at Bernstein, who has led much of a research on the US national debt.With any questions or comment...

    35 min

  2. 26 JUL

    2024 Mid-Year Review

    Send us a textThe first half of the year was largely very productive for investors. Stocks reached new highs while bonds held steady with yields as high as we have seen in over a decade. I’ll cover the following topics and more: The performance of stock and bonds markets year-to-date;The outlook for inflation, the fed, and interest rates;What is driving the stock market higher and how to think about it going forward;Is AI a game changer for investing;How the election might impact ...

    42 min

  3. 18 JUN

    The Top Investment Topics Of 2024

    Send us a textOn this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Roosevelt and I discuss all the hot topics in the markets today: Fed policy, inflation and interest rates, the outlook for the stock market, S&P 500 concentration, and how to be opportunistic. With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expr...

    30 min

  4. 8 MAY

    Special Needs Trusts and Maximizing Government Benefits

    Send us a textThe importance of creating a financial plan, in which care for a loved one is paramount, is critical for many investors. In some cases, these plans include creating a Special Needs Trust ("SNT") as well as maximizing government assistance from Social Security and Medicaid. On this episode we dive deep into this important topic with Ashley Velategui, a Director in Bernstein's Wealth Strategies Group. We explain how Special Needs Trusts work, their special features, and how to mos...

    27 min

  5. 25 APR

    Q1 Recap and Market Outlook

    Send us a textThe first quarter was terrific for stocks, but just two weeks into April that may already feel like a distant memory. As discussed in my last quarterly update, the fed and interest rates were the focus to start the year. And while the delay in interest rate cuts came as a surprise to most market participants, it was in line with my outlook last quarter. Topics covered in this episode include: The state of the economy and why delayed rate cuts shouldn’t come as a surpr...

    36 min

  6. 6 MAR

    Artificial Intelligence Is All The Rage

    Send us a textEverywhere you look people are talking about Artificial Intelligence (AI). How will AI change the world? Will AI put millions of people out of work? Will AI mean a stock market boom or the end of many companies as we know them? Why is AI powering the S&P 500 gains of the past 6 months and is it sustainable? I dig into all of these questions and more with Chris Brigham, a Senior Research Analyst at Bernstein, who has led much of a research on Artificial Intelligence.With any ...

    29 min

  7. 16 FEB

    Tax Reports In Advance of April 15th

    Send us a textAs we get closer to April 15th taxes take center stage. On this episode I walk you through all the reporting information to pass along to your accountant or tax preparer. I cover when reports will be released, which reports to use, which reports are best for each account type and need. With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed ar...

    8 min

  8. 22 JAN

    2023 Recap and 2024 Outlook

    Send us a text2023 was an interesting year for stocks. Commonly held worries about inflation and a slowing economy were proven incorrect. After 3 quarters of middling returns for stocks and negative returns for bonds, 4th quarter was a period of enormous gains for investors across all asset classes. On this episode I cover 2023 with a focus on 4th quarter and provide the outlook for where go from here.The performance of stock and bonds markets in 4Q 2023 and for the full year;The likely path ...

    38 min
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About

On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.

Information

  • Creator
    Marc Penziner
  • Years Active
    2018 - 2024
  • Episodes
    95
  • Rating
    Clean
  • Copyright
    © 2024 Marc To Markets
  • Show Website
    Marc To Markets

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