The SIFMA Podcast

Market Snapshot: What's Driving the Economic Outlook? Featuring Scott Anderson, BMO

In Episode 04 of Market Snapshot , SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner recap recent market developments before turning to a replay of SIFMA’s mid-year Economist Council briefing. Featuring Scott Anderson, Chief U.S. Economist and Managing Director at BMO and Co-Chair of the SIFMA Economist Council, the briefing explores economic growth, AI investment, inflation, labor markets, monetary policy, and the risks shaping the outlook.

Preparing for US Treasury Clearing: Industry Readiness and the Done-Away Framework

Regulating Digital Asset Wallets: Protecting Investors in Tokenized Markets

In this episode of The SIFMA Podcast, SIFMA President and CEO Kenneth E. Bentsen Jr. is joined by Peter Ryan, Charles DeSimone, and Micah Smith to discuss the regulatory questions shaping the next phase of tokenized securities markets.

Market Snapshot: Is Productivity Driving Growth? Featuring Tom Porcelli, Wells Fargo

In Episode 03 of Market Snapshot , SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner are joined by Tom Porcelli, Chief Economist at Wells Fargo, to discuss the latest forces shaping markets. Against the backdrop of a surprise CPI release and Fed Chair Kevin Warsh’s first congressional testimony, the conversation explores the underlying strength of the labor market, inflation dynamics, the path for monetary policy, and what current Treasury yields suggest about growth, fiscal risk, and market expectations. Porcelli also discusses whether recent productivity gains are being driven more by reduced hours worked than by AI, and what investors and policymakers should watch in the months ahead.

Building the Future of Operations: Key Takeaways from SIFMA Ops 2026

In this episode of The SIFMA Podcast , host Steve Byron is joined by Shawn Quant, Chief Information & Operations Officer at Piper Sandler and Chair of SIFMA’s Operations & Technology Board Subcommittee, and Deb Guarino, Managing Director at BNY Pershing and Chair of the SIFMA Operations & Technology Committee. Recorded following the 2026 SIFMA Operations Conference & Exhibition, the conversation explores the technological, regulatory, and operational forces reshaping capital markets. Topics include the evolution of AI from experimentation to enterprise integration, the growing role of tokenization and digital assets, operational readiness for Treasury clearing and extended trading hours, cyber resilience, fraud prevention, talent development, and the changing role of operations professionals in modern financial markets. Drawing on insights from SIFMA Ops 2026, the discussion highlights how firms are preparing for a future defined by accelerated change, increased automation, evolving market infrastructure, and the need for industry-wide collaboration. Learn more about SIFMA’s Operations & Technology work at www.sifma.org/ops .

Market Snapshot: Is AI Carrying the Economy? Featuring Marc Giannoni, Barclays

In Episode 02 of Market Snapshot , SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner are joined by Marc Giannoni, Chief U.S. Economist at Barclays, to discuss the evolving U.S. economic outlook. The conversation explores the resilience of consumer spending, the outlook for growth and the labor market, persistent inflation pressures, and the Federal Reserve’s policy path. They also examine the outsized role AI-related investment is playing in supporting economic activity, the implications of slowing labor force growth, and the key risks that could shape markets in the months ahead—from geopolitical developments and energy prices to the potential for slower growth alongside elevated inflation.

Regulatory Clarity and Modernization: SEC Perspectives from the 2026 SIFMA C&L Annual Seminar

In this episode of The SIFMA Podcast , Saima Ahmed introduces two conversations from the 2026 SIFMA C&L Annual Seminar featuring SEC Chairman Paul Atkins with SIFMA President and CEO Ken Bentsen, and SEC Commissioner Hester Peirce with Morgan Stanley’s Eric Grossman. Together, the discussions examine regulatory clarity, modernization of legacy frameworks, SEC–CFTC coordination, digital assets, AI, enforcement priorities, and the path toward more coherent, technology-neutral oversight. Your Host: Saima Ahmed, Executive Vice President and General Counsel, SIFMA Featuring: Paul Atkins, Chairman, U.S. Securities and Exchange Commission Kenneth E. Bentsen Jr., President and CEO, SIFMA Hester Peirce, Commissioner, U.S. Securities and Exchange Commission Eric Grossman, Executive Vice President, Chief Legal Officer and Chief Administrative Officer, Morgan Stanley Related Resources: Key Takeaways Seminar Debrief

Digital Assets at an Inflection Point

In this episode of the SIFMA Podcast, Ken Bentsen speaks with SIFMA’s Peter Ryan about the rapid evolution of digital assets, tokenized markets, and stablecoins. They discuss how regulatory clarity, institutional adoption, and emerging market infrastructure are accelerating the integration of tokenization across the capital markets ecosystem.

Market Snapshot: Inflation, Oil Prices, and the Fed with Matthew Luzzetti

A monthly podcast examining the forces shaping markets and the broader economy. In the inaugural episode, SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner are joined by Matthew Luzzetti, Chief U.S. Economist and Head of U.S. Economic Research at Deutsche Bank, to discuss the evolving macroeconomic backdrop, including inflation risks, oil prices, higher interest rates, fiscal pressures, AI, and the outlook for the U.S. economy.

Preparing for Treasury Clearing: Inside the Done-Away Model

In this episode of The SIFMA Podcast , Steve Byron speaks with Charles DeSimone, Ray Agoglia, and Elaine Li about the U.S. Treasury and Repo Clearing Done-Away Model Design Considerations report, published with EY in December 2025.