LPL Research

Hosted by LPL Research

BusinessInterviews guests

Website RSS feed

Episodes

418

Latest episode

Oct 2026

Language

About the show

LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.

Listen to episodes

60 recent

October 29, 20263 min

AI, the Fed, and France: Three Shifts to Watch | LPL Econ Market Minute

LPL’s Chief Economist, Dr. Jeffrey Roach examines how AI, Fed meeting changes, and fiscal pressures in France are shaping the outlook. Tracking: #1199104

October 28, 202632 min

Beyond AI: Following the Flow of Capital | LPL Market Signals (Full Episode)

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

October 20, 202610 min

Reactions from Three Significant Conversations Around the Globe | LPL Market Signals

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

October 13, 202632 min

Talking AI With Alger | LPL Market Signals

LPL Chief Equity Strategist Jeffrey Buchbinder and Alger Director of Market Strategy Brad Neuman discuss AI spending, opportunities, risks, and earnings. Tracking: #1190338

October 6, 202628 min

Muni Yields Are Up. Is Opportunity Up With Them? | LPL Market Signals

LPL Chief Fixed Income Strategist Lawrence Gillum and PIMCO's David Hammer explore muni yields, volatility, and investor opportunities. Tracking: #1186265

September 29, 202617 min

The Market's Biggest Puzzle: Why Stocks Keep Rising as Rates Surge | LPL Market Signals

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

September 29, 20263 min

Biggest Mortgage Gap in Twenty Years | LPL Econ Market Minute

LPL’s Chief Economist, Dr. Jeffrey Roach explains how inflation, dollar strength, and the mortgage-rate gap are shaping the economy. Tracking: #1183078

September 21, 202631 min

What Matters Most for Global Investors Right Now? | LPL Market Signals

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

September 15, 202632 min

Why AI Needs Humans | LPL Market Signals

In this week’s LPL Market Signals, Chief Economist Dr. Jeffrey Roach is joined by Dr. Torsten Slok of Apollo Global Management to discuss a variety of topics including how AI is impacting the job market and why a world short on savings could keep rates higher for longer. Tracking: #1175034

September 8, 202626 min

Field Reports From LPL’s Investment Manager Research Team | LPL Market Signals

Few due diligence analysts or strategists talk to more portfolio managers than Scott Froidl from LPL’s Investment Manager Research team. In this week’s LPL Market Signals podcast, Scott shares what he’s been hearing from the many portfolio managers he talks to. He shares common themes, out of consensus views, potential market mis-pricings, underappreciated risks, and more in a jam-packed half hour. Tracking: #1171385