Asset Management
US
Stay up to date on commentary related specifically to US markets.
US content
In a 9-3 vote, the Fed policy committee chose patience in the face of elevated inflationary pressures, but the dissenting votes raise pressure for a rate hike in September.
On Investing
As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.
Bond Insights
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
On Investing
A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
On Investing
This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
The Great Moderation has given way to a more volatile era, where inflation shocks and market dispersion favor flexibility and diversification.
On Investing
Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.
On Investing
Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
On Investing
What’s in store for the second half of 2026? A resilient economy may continue, but stretched valuations and shifting market correlations remain risks.