Tactical Take

Hosted by Natixis Investment Managers

Business InvestingInterviews guests

Website RSS feed

Episodes

Latest episode

Sep 2026

Language

EN-US

About the show

Better financial outcomes rely on insights you can trust.

Listen to episodes

11 recent

September 29, 202622 min

Higher rates, higher oil. So why is growth holding up?

Watch macro experts Jack Janasiewicz and Brian Hess discuss growth, inflation, bond yields, and the AI investment cycle.

August 27, 202630 min

Fed policy, yen intervention, and why bond yields keep rising

Earnings are driving markets. Hear our experts explore what slower growth, easing inflation, and higher rates may mean.

July 31, 202623 min

Does the AI stock correction change the outlook?

AI turbulence, rising oil and resilient consumers: hear our macro experts connect the dots.

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.

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.

Is this your show?

Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.

Claim this listing

More Business podcasts

The Bottom Line

Alexander Spencer

BusinessInterviews guests