Marc To Markets

Marc Penziner
  • 4,9 (19)
  • INVESTISSEMENT
  • TOUS LES MOIS
Marc To Markets

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

  1. 4 NOV.

    2024 3Q Review and Current Outlook

    Send us a textThe stock and bond markets continued to rally through the 3rd quarter. Investors are excited about the growth of their portfolios and also nervous about the future. For the first time in years, the Fed has cut interest rates. Topics covered include: the impact of elections on markets under various scenarios, the performance of stock and bond markets, how to think about bonds and cash in an environment of declining interest rates, how the national debt figures into the pictu...

    35 min

  2. 3 NOV.

    Replay of Book Lunch: Power Players-Sports, Politics, and the American Presidency

    Send us a textEarlier this month I was joined in New York City for a lunch and learn with Chris Cillizza, the author of the book Power Players: Sports, Politics, and the American Presidency. This episode is the recording of that discussion. Chris talks about various President's unique relationship with sports and the insights you can gain into understanding their Presidency through looking at them through this lend. He discussed how Presidents use sports to help them connect with the A...

    53 min

  3. 19 SEPT.

    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

  4. 26 JUIL.

    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

  5. 18 JUIN

    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

  6. 8 MAI

    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

  7. 25 AVR.

    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

  8. 6 MARS

    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
Tout afficher (97)

4,9
sur 5
19 notes

À propos

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

Informations

  • Création
    Marc Penziner
  • Années d’activité
    2018 - 2024
  • Épisodes
    97
  • Classification
    Tous publics
  • Copyright
    © 2024 Marc To Markets
  • Site web de l’émission
    Marc To Markets

Vous aimeriez peut‑être aussi

Pour écouter des épisodes au contenu explicite, connectez‑vous.

Recevez les dernières actualités sur cette émission

Connectez‑vous ou inscrivez‑vous pour suivre des émissions, enregistrer des épisodes et recevoir les dernières actualités.
Choisissez un pays ou une région

Afrique, Moyen‑Orient et Inde

Asie‑Pacifique

Europe

Amérique latine et Caraïbes

États‑Unis et Canada