Episodes
428
Latest episode
Oct 2026
Language
EN
LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.
In this week's Market Signals, Head of Macro and Investment Strategy Kristian Kerr and Russell Investments' Mark Raskopf discuss portfolio diversification. Tracking #1202115
LPL’s Chief Economist, Dr. Jeffrey Roach examines how AI, Fed meeting changes, and fiscal pressures in France are shaping the outlook. Tracking: #1199104
Thomas Shipp, Head of Equity Research at LPL, joins us this week to look beyond the major indexes and unpack what is changing underneath the surface of the market. Tom discusses signs that capital is beginning to flow back toward quality businesses outside the AI trade, why free cash flow and capital discipline are becoming more important, and highlights three things he is watching for in hyperscaler earnings this quarter. He also explains why the next phase of the market may be less about promises and more about proving that investment can generate real returns. Tracking #1197365
Thomas Shipp, Head of Equity Research at LPL, joins us this week to look beyond the major indexes and unpack what is changing underneath the surface of the market. Tom discusses signs that capital is beginning to flow back toward quality businesses outside the AI trade, why free cash flow and capital discipline are becoming more important, and highlights three things he is watching for in hyperscaler earnings this quarter. He also explains why the next phase of the market may be less about promises and more about proving that investment can generate real returns. Tracking #1197365
LPL’s Chief Economist, Dr. Jeffrey Roach reacts to the co-founder of Anthropic, a presentation from the Fed’s Kevin Warsh, and a speech by the President of France on discerning the times. Tracking #1192846
LPL Chief Equity Strategist Jeffrey Buchbinder and Alger Director of Market Strategy Brad Neuman discuss AI spending, opportunities, risks, and earnings. Tracking: #1190338
LPL Chief Fixed Income Strategist Lawrence Gillum and PIMCO's David Hammer explore muni yields, volatility, and investor opportunities. Tracking: #1186265
In this week's Market Signals, Head of Macro and Investment Strategy Kristian Kerr and Chief Equity Strategist Jeffrey Buchbinder examine what's shaping today's market, from higher yields and geopolitical tensions to artificial intelligence developments. Tracking: #1183677
LPL’s Chief Economist, Dr. Jeffrey Roach explains how inflation, dollar strength, and the mortgage-rate gap are shaping the economy. Tracking: #1183078
What’s really driving international markets right now? This week, Ron Temple, Managing Director and Chief Market Strategist at Lazard, joins LPL Market Signals to separate signal from noise across developed and emerging markets. Ron explains why AI has become a defining force in global capital flows, how China's approach to the AI race differs dramatically from the U.S., and why investors may be disappointed if they're expecting a major stimulus wave from Beijing. The conversation also explores factors impacting the U.S. dollar and what investors should watch as President Trump and President Xi meet in Washington this week. Tracking: #1178234
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Statera Asset Management
Tom Haugh
Brian Rose
Nikki Lewallen Gregory
Jordan
Kerry Walsh
