The Bond Market and Interest Rates Grab The Headlines
Send us Fan Mail With the 10 Year Treasury hitting 5%, the bond market has taken center stage for many investors. On this episode, my Bernstein partner Rafa Bru and I discuss all the big issues in the bond market. Some of the topics include: The purpose of bonds in an investment portfolioHow bond prices work and their relationship to interest ratesOur outlook for bond returns going forwardForecast for the fed and interest rates changesThe factors driving interest rates higherHow best to struc...
5 Aug 2026
First Half 2026 Review and Outlook for Remainder Of The Year
Send us Fan Mail It was an excellent 2nd quarter, with markets rallying sharply after the March sell-off related to the Iran War. And now as we are enter earning seasons, will the data on the first half of the year be indicative of the path forward? On this episode, I covered: Performance of markets through the first half of the yearThe current state of the economy, inflation, and employmentThe impact of AI on the market, both near and longer term, and concerns of a bubbleThe Fed’s next...
21 May 2026
Wealth, Identity, and the Unspoken Challenges of Success
Send us Fan Mail On this episode, I'm joined by Aaron Bates, Head of Bernstein's Ultra-High-Net-Worth practice. We discuss some of the key findings from his team's recent research study on how families think about wealth, as well as some of the more emotionally charged issues for wealthy families. Aaron discusses what he learned from speaking directly with UHNW families through the extensive research process. He shares how the desire and need for financial privacy can lead to a feeling of iso...
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Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
4.9 / 5
19 ratings
Podcast Authority Score: 28 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
26
Social presence
0
YouTube
0
Engagement
77
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