Market Perspectives with Don Calcagni

Mercer Advisors
  • 5.0 (5)
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In this podcast series, Don Calcagni, Chief Investment Officer, provides a data driven, common sense perspective on the economy, markets, and investing.

  1. Episode 31 - What Investors Should Think of the Federal Government Shutdown

    OCT 10

    Episode 31 - What Investors Should Think of the Federal Government Shutdown

    The federal government shutdown is stretching into its second week. Mercer Advisors Chief Investment Officer Don Calcagni discusses why financial markets are taking in stride this latest episode of political turmoil, and what investors ought to think about and do as the shutdown continues.

    19 min
  2. Episode 30 - Parsing the Fed

    SEP 22

    Episode 30 - Parsing the Fed

    The Federal Reserve cut rates for the first time this year amid heightened political scrutiny. Mercer Advisors Chief Investment Officer Don Calcagni looks at what the implications are for investors from the cut.

    22 min
  3. Episode 29 - The Moment to Diversify

    SEP 4

    Episode 29 - The Moment to Diversify

    With markets testing new all-time highs, Don Calcagni the Chief Investment Officer of Mercer Advisors, explains why now is the time to think about diversification, and the importance of diversification across your financial plan, across and within asset classes, and across investing strategies.

    20 min
  4. Episode 28 - Should Your 401(k) Invest in Private Equity and Crypto?

    AUG 18

    Episode 28 - Should Your 401(k) Invest in Private Equity and Crypto?

    The White House released an executive order this month allowing investors to make private equity and crypto investments in their 401(k)s. Don Calcagni, chief investment officer of Mercer Advisors, joins the podcast to share what investors need to know and consider as these new options eventually become available.

    24 min
  5. Episode 27 - Private Credit 101

    JUL 16

    Episode 27 - Private Credit 101

    As more investors are being enticed to invest in private credit, alarms are being raised about the dangers of this growing asset class. In this episode, Mercer Advisors Chief Investment Officer Don Calcagni discusses both the all-too-real risks and the potential rewards of private credit.

    23 min
  6. Episode 26 - Was There A Bubble in Artificial Intelligence Stocks?

    JUN 25

    Episode 26 - Was There A Bubble in Artificial Intelligence Stocks?

    The leading U.S. tech stocks enjoyed enormous returns in recent years, bolstered by the emergence of artificial intelligence. Will Rockett, senior director of investment strategy, joins the podcast to analyze whether these sky-high prices were a financial bubble, driven in part by an era of extremely low-interest rates, and how investors ought to approach the years ahead.

    23 min
  7. Episode 25 - A Deep Dive on U.S. Federal Government Debt and Deficits

    MAY 30

    Episode 25 - A Deep Dive on U.S. Federal Government Debt and Deficits

    Total U.S. Federal Government debt has climbed to over $36 trillion with growing annual deficits on the horizon, and the U.S. debt was recently downgraded by the credit rating agency Moody's. Mercer Advisors Chief Investment Officer Don Calcagni answers many of the common questions raised by this debt outlook, and how we ought to think about it as investors.

    30 min
  8. Episode 24 - One Month Into a Trade War, International Stocks Win Again

    MAY 5

    Episode 24 - One Month Into a Trade War, International Stocks Win Again

    International stocks outperformed U.S. stocks in the first quarter of 2025 but it wasn't clear if that would continue amid a global escalation of tariffs. Chief Investment Officer Don Calcagni looks at why international stocks — especially European — have still been winning over the past month.

    20 min
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In this podcast series, Don Calcagni, Chief Investment Officer, provides a data driven, common sense perspective on the economy, markets, and investing.

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