June 15, 202622 min
Markets weigh AI bubble risk as Fed outlook turns hawkish
AI optimism is surging but risks are building. Our experts debate whether strong data will force the Fed’s hand.
Episodes
15
Latest episode
Jun 2026
Language
EN-US
About the show
Better financial outcomes rely on insights you can trust.
Listen to episodes
May 28, 202631 min
Tech strength holds as inflation heats up
Hear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response.
April 27, 202622 min
Markets rebound after Iran ceasefire, but risks remain
Jack Janasiewicz and Brian Hess explain why the Iran ceasefire matters for markets and it’s impact on model portfolios.
March 25, 202623 min
Iran war, oil backwardation, and the Fed’s next move
Listen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications.
March 2, 202627 min
When policy, AI, and markets test investor conviction
Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure.
January 6, 202620 min
Growth to inflation: 4 things that may surprise in 2026
Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
November 25, 202519 min
Employment, inflation, and AI: Looking back on 2025
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
September 22, 202523 min
Stocks get stronger while labor market gets weaker. What’s next?
From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in.
August 22, 202527 min
Labor market slows as tech drives US economic growth
Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts.
August 15, 202510 min
Five institutional investment trends – midyear 2025
From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025.
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