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Market Perspectives with Don Calcagni

Market Perspectives with Don Calcagni

Hosted by Mercer Advisors

Episodes

37

Latest episode

Jul 2026

Language

EN-US

About the show

In this podcast series, Don Calcagni, Chief Investment Officer, provides a data driven, common sense perspective on the economy, markets, and investing.

Listen to episodes

36 recent
April 8, 2026Episode 3618 min

Episode 36 - Is a Crisis Brewing in Private Credit?

The private credit market has been in the headlines, with some investors souring on the asset class. Mercer Advisors VP of Portfolio Management David Krakauer dissects what's happening in this market and why investors shouldn't worry if they have the right approach to private credit.

February 24, 2026Episode 3516 min

Episode 35 - The Newfound Religion for International Diversification

A strong year for international stocks has many investors clamoring to figure out how to invest internationally. Mercer Advisors CIO Don Calcagni shares his view on the right amount of international stocks for most investors.

February 10, 2026Episode 3421 min

Episode 34 - A New Chairman for the Federal Reserve

President Trump has settled on a new leader for the Federal Reserve, but Mercer Advisors CIO Don Calcagni explains why the saga over the Fed — closely watched by markets — is far from over.

December 19, 2025Episode 3326 min

Episode 33 - Lessons from 2025 in Markets

Mercer Advisor CIO Don Calcagni looks back at the major market events of 2025 — from tariffs, a near bear market, an AI boom, an international stock resurgence, and a thawing in private markets — and shares his investing lessons to take forward into the new year.

November 19, 2025Episode 3224 min

Episode 32 - Building a Fortress Balance Sheet

Investors spend too much time focused on narrow topics, when the goal of wealth management should be protecting your entire financial life by building a Fortress Balance Sheet, says Mercer Advisors CIO Don Calcagni. He explains how to get started thinking more holistically about your wealth.

October 10, 2025Episode 3118 min

Episode 31 - What Investors Should Think of the Federal Government Shutdown

The federal government shutdown is stretching into its second week. Mercer Advisors Chief Investment Officer Don Calcagni discusses why financial markets are taking in stride this latest episode of political turmoil, and what investors ought to think about and do as the shutdown continues.

September 22, 2025Episode 3021 min

Episode 30 - Parsing the Fed

The Federal Reserve cut rates for the first time this year amid heightened political scrutiny. Mercer Advisors Chief Investment Officer Don Calcagni looks at what the implications are for investors from the cut.

September 4, 2025Episode 2919 min

Episode 29 - The Moment to Diversify

With markets testing new all-time highs, Don Calcagni the Chief Investment Officer of Mercer Advisors, explains why now is the time to think about diversification, and the importance of diversification across your financial plan, across and within asset classes, and across investing strategies.

August 18, 2025Episode 2823 min

Episode 28 - Should Your 401(k) Invest in Private Equity and Crypto?

The White House released an executive order this month allowing investors to make private equity and crypto investments in their 401(k)s. Don Calcagni, chief investment officer of Mercer Advisors, joins the podcast to share what investors need to know and consider as these new options eventually become available.

July 16, 2025Episode 2723 min

Episode 27 - Private Credit 101

As more investors are being enticed to invest in private credit, alarms are being raised about the dangers of this growing asset class. In this episode, Mercer Advisors Chief Investment Officer Don Calcagni discusses both the all-too-real risks and the potential rewards of private credit.

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