Episodes
Denise Chisholm analyzes the market optimism given current volatility and dives into direct indexing and custom SMA with Nick Panitsas, Head of Direct Indexing at Fidelity, in this episode recorded on May 9, 2023
Published 06/05/23
Dirk Hofschire, CFA, and Lars Schuster look into the resilient markets and discuss key economic indicators in this episode recorded on May 2, 2023.
Published 05/09/23
Denise Chisholm discusses the potential effects of the banking crisis based on what history suggests and dives into the impact on Crypto adoption with Coby Powers, Equity Research Analyst at Fidelity, in this episode recorded on March 27, 2023.
Published 04/10/23
Dirk Hofschire, CFA, and Lars Schuster discuss current levels of inflation, employment and interest rates and their effect on the volatile environment, in this episode recorded on March 3, 2023.
Published 03/16/23
Denise Chisholm analyzes the odds of defensive sectors outperforming in a recession and dives into active fixed income strategies with Karishma Kaul, Head of Systematic Fixed Income Strategies at Fidelity, in this episode recorded on February 28, 2023.
Published 03/16/23
Denise Chisholm discusses sectors performance relative to past recession patterns and uncovers insights on Thematic Investing with Lubna Lundy, Director of Investment Product at Fidelity, in this episode recorded on January 24, 2023.
Published 02/16/23
Dirk Hofschire, CFA, and Lars Schuster discuss the current market environment and the outlook for 2023, in this episode recorded on February 1, 2023
Published 02/10/23
Denise Chisholm discusses quantitative research and the use of alpha models with Satyajit Chandrashekar, in this episode recorded on December 20, 2022.
Published 01/30/23
Denise Chisholm discusses market indicators with a focus on the bond market and describes the income investing process with Ramona Persaud, Portfolio Manager at Fidelity, in this episode recorded on November 29.
Published 01/30/23
Dirk Hofschire, CFA, and Lars Schuster discuss the odds of recession and the inflation outlook in the US and globally, in this episode recorded on November 2, 2022.
Published 12/16/22
Dirk Hofschire, CFA, and Lars Schuster discuss the odds of recession and the inflation outlook in the US and globally, in this episode recorded on November 2, 2022.
Published 11/10/22
Denise Chisholm discusses key market indicators and describes the fundamentals of Fidelity's disruptive funds suite with Michael Kim, Portfolio Manager for Fidelity's Disruptive Fund Suite.
Published 11/07/22
Denise Chisholm discusses the importance of valuation starting points and systematic solutions applied to today's market with Victor Liu, Research Director at Fidelity, in this episode recorded on September 28, 2022.
Published 10/11/22
Dirk Hofschire, CFA, and Lars Schuster discuss the impact of current fiscal legislation and the upcoming midterm election on the prospects of recession and high inflation, in this episode recorded on September 8, 2022.
Published 09/20/22
Denise Chisholm analyzes current GDP and the consumer discretionary sector with Roy Justice, Global Technical Strategist in this episode recorded on August 23, 2022
Published 09/02/22
Dirk Hofschire, CFA, and Lars Schuster discuss the prospects of a recession and consider key elements investors should be paying attention to in this episode recorded on August 9, 2022.
Published 08/24/22
Denise Chisholm and John Avery discuss the utilization of artificial intelligence and other data techniques to find opportunities in the market.
Published 07/14/22
Denise Chisholm discusses valuation spreads with Tim Gannon in this episode recorded on May 17, 2022. Important information: Statements in this podcast related to corrections and/or rebounds are specific to the timeframe of 1980-present and occur within 12 months following corrections > 5%.
Published 05/18/22
Dirk Hofschire, CFA, and Lars Schuster discuss the yield curve and the latest movements on interest rates.
Published 04/20/22
Denise Chisholm discusses inflation and what it might mean for market leadership trends with Bobby Barnes, head of Fidelity's Quantitative Index Solutions, in this episode recorded on March 16, 2022.
Published 03/16/22
Dirk Hofschire, CFA, and Lars Schuster share their thinking on the conflict in Ukraine as of March 1, 2022.
Published 03/03/22
Denise Chisholm discusses the technology and consumer discretionary sectors with Katie Shaw, portfolio manager and sector leader at Fidelity.
Published 12/17/21
Dirk Hofschire, CFA, and Lars Schuster discuss what’s driving inflation and how it may impact housing costs against a backdrop of headlines coming out of DC.
Published 11/15/21
Dirk Hofschire, CFA, and Lars Schuster discuss political and policy developments in China and analyze the relationship between supply chain disruptions and inflation.
Published 10/21/21