Shows
Marc To MarketsManaging Your Cash ConundrumSend us a textMany investors are stuck with too much cash on their balance sheet and are paralyzed by how to put it to work in what appears to be a very unclear outlook for investments. Stocks are high, interest rates are low. Many are asking themselves the following questions: I de risked in March; that was a mistake…what can I do now? Do I buy stocks with the market is at an all time high? Will I earn anything in bonds with interest rates this low? How do I advise my client who had a liqui...2021-03-2424 minMarc To MarketsReflections on 2019 & Outlook for 2020Send us a textOn this episode, I switch places and answer questions from Client Advisor, Amanda Beebe about the markets and economy. We cover an eventful year, starting with what I got right and wrong in my predictions for 2019. I discuss where stock and bond markets stand now and what you can expect over the next 12 months. Amanda asks what has me worried for 2020? We finish with a discussion of how to think of 2020 in the context of your larger investment plan.With any questions or comments, I can be reached at marc.penziner@bern...2020-01-0719 minMarc To MarketsReflections on 2018 & Outlook for 2019Send us a textOn this episode, I switch places and answer questions from Client Advisor, Amanda Beebe about the markets and economy. We cover an eventful year, starting with what I got right and wrong in my predictions for 2018. I discuss where stock and bond markets stand now and what you can expect over the next 12 months. I also preview upcoming episodes of Marc to Markets in 2019. With any questions or comments, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views...2019-01-0325 minMarc To MarketsWhy Being Good at Investing Isn't Part Of Human NatureSend us a textOn this episode I'm joined by Amanda Beebe, Senior Associate at Bernstein Private Wealth Management. We discuss how the essence of human nature leads people to be much worse at managing money than anticipated. We share research on how the mind can be lazy and lead investors to bad conclusions, especially when it involves evaluating risk and return. We cover why people so deeply want certainty and feel such acute pain from loss, and how these desires can lead to poor outcomes. We then address the impact this has had on portfolio returns and...2018-08-0923 min