Market Insights Podcast
1) Market Insights: What’s Driving Market Rotation in Early 2026
Dirk Hofschire breaks down the early 2026 market story, from global equity rotation and strong earnings to volatility in commodities and the implications of the new Fed chair. Recorded on Feb. 2, 2026...Show More
2) Market Insights: 2025 Market Recap and What’s Ahead: AI, Consumers, and Global Diversification
Markets soared in 2025, driven by global equities, AI investment, and consumer resilience. Lars Schuster and Dirk Hofschire share key takeaways and what these trends could mean for investors heading i...Show More
3) Market Insights: Tech Leadership, Sentiment Signals, and the Quant Edge
Denise Chisholm and Fidelity’s Anthony Zhu discuss tech fundamentals vs. the 2000 bubble, what low sentiment could mean for markets, and how quant strategies aim to uncover alpha and manage risk. Reco...Show More
4) Market Insights: Finding Alpha in Unpredictable Markets
Denise Chisholm and Ramona Persaud unpack tech sector resilience, volatility-driven investing, and the power of risk-sensitive strategies to deliver smoother, more durable returns. Recorded on October...Show More
5) Market Insights: Rate Cuts, Strong Profits, and a Trade Truce
Dirk Hofschire and Lars Schuster discuss how strong corporate earnings, AI-driven growth, and shifting Fed policy are shaping a resilient market. Recorded on October 30, 2025.
6) Market Insights: Fed Moves, Earnings Growth & ESG Innovation
Denise Chisholm and her guest, Emma Zohner, explore how Fed rate cuts, strong profits, and proprietary ESG models are shaping market sentiment and sustainable investing. Recorded on 9/25/2025.
7) Market Insights: Navigating Cross-Currents: Yields, Fiscal Risks, and Fed Policy
Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.
Market Insights: Navigating Cross-Currents: Yields, Fiscal Risks, and Fed Policy
15:00 | Sep 12th, 2025
8) Market Insights: Revisions, Confidence, and the Secular Bull Market
Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.
9) Market Insights: Managed futures and the new tax bill
Denise Chisholm is joined by Fidelity portfolio manager, Rob Croce, to discuss the equity market outlook, the reconciliation bill, and the role of alternative investments—including Fidelity’s new mana...Show More
10) Market Insights: Jobs, Interest Rates, and Trade: What’s Moving the Market?
Dirk Hofschire, CFA, and Lars Schuster unpack the latest market trends, economic expansion signals, job market strength, Fed policy, interest rates, and the impact of global tariffs. Recorded August 6...Show More
Market Insights: Jobs, Interest Rates, and Trade: What’s Moving the Market?
16:02 | Aug 20th, 2025