Sawgrass Market Musings

About Sawgrass Market Musings

Welcome to the Access to Alpha podcast series from Advisors Asset Management where we provide exclusive market insights and timely commentary from our portfolio managers and strategic partners.

Publisher

Advisors Asset Management, Inc.

Category

business

Language

en

Explicit

No

First episode

24 Jan 2025

Latest episode

9 Sept 2026

Latest episodes

30 episodes in the feed.

1. 

   9 Sept 2026

   "August Markets Advance on Strong Earnings, Software Rebound, & Energy Strength": featuring Sawgrass Asset Management

   Liridon Gila, Portfolio Manager, breaks down August’s S&P 500 rally and the rotation away from semiconductor concentration toward the quality factor and enterprise software. He dives into the big macro drivers shaping the landscape—from a hawkish Fed stance at Jackson Hole to the sustainability of historic AI capital expenditures driving strong earnings growth.

2. 

   14 Aug 2026

   "Market Momentum Holds While AI & Valuation Risks Move to Center Stage": featuring Sawgrass Asset Management

   Equity markets took pause in July as investor concerns about AI spending and the eventual path of interest rates left investors more uncertain about the continued pace of gains. Marc Davis, CFA discusses the factors that drove market action in the month and the outlook going forward.

3. 

   15 Jul 2026

   "Defying Headwinds: The Bull Market Nobody Saw Coming": featuring Pence Capital Management

   We are pleased to present this five-minute podcast featuring Ian Venzon, Assistant Vice President at Pence Capital Management (PCM), highlighting how markets have continued to perform strongly despite economic and geopolitical headwinds. KEY TAKEAWAYS: Despite a challenging backdrop, the S&P 500 Index reached record highs in the first half of 2026, with broad-based gains across global markets.Through June, the S&P 500 gained more than 8% as earnings expectations rose over 20%, suppor...

Who has been a guest on Sawgrass Market Musings

Names identified in recent episode analyses. Showing up to five guests.

• Liridon Gila
• Marc Davis
• Anthony Brooks

Podcast Authority Score: 7 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

14

Social presence

0

YouTube

0

Engagement

0

Contact Sawgrass Market Musings

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.