Sawgrass Market Musings
Claim This Podcastby Advisors Asset Management, Inc.
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Podcast Overview
<p>A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.</p>
Language
🇺🇲
Publishing Since
1/24/2025
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Recent Episodes
June 2, 2026
S&P 500 Rally Driven by Tech and AI
Liridon Gila breaks down May's strong S&P 500 rally, driven by dominant Tech and AI-led gains despite narrow market breadth. He highlights key drivers - including earnings strength, geopolitics, and macro resilience - and outlines what to watch next, from Fed policy shifts to AI capex trends.
May 14, 2026
Markets Rally Amid Continued Geopolitical Tensions
Stocks in April staged an impressive rally as investors poured back in following a sell-off in March. The rally was broad and the largest mega caps, while showing significant gains, continued to diverge from each other. Along with positive earnings sentiment, investors are trying to grapple with the impact of continuing geopolitical developments. Marc Davis, CFA, describes the events of the month and how Sawgrass believes the broadening trend is expected to continue, and stock selection will ...
April 10, 2026
A Quarter of Twists and Turns
Geopolitical shocks, AI skepticism, and shifting rate expectations pulled the S&P 500 lower in Q1, even as market leadership broadened beneath the surface. Portfolio Manager, Anthony Brooks, walks through a quarter that felt like an endless bedtime story - full of twists, false endings, and an ever-growing cast of macro surprises reshaping the market narrative.
18 total episodes available
Recent guests on Sawgrass Market Musings
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Liridon Gila
Guest
Marc Davis
Guest
Anthony Brooks
Guest
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Frequently asked questions
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- What is Sawgrass Market Musings?
<p>A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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