Shows
Marc To MarketsTariff Turmoil Rattles MarketsSend us a textOn this podcast I cover the recent volatility in the market. We discuss everything including today's market moves as they occured. Among the topics covered:The recent market volatility and the reasons behind it.The impact of tariff policy on markets, the economy, and global tradeA broad look at performance beyond just the S&P 500. This includes International and Emerging Equity Markets, Real Assets, Core Bond and High Yield Bond Markets.The benefits of diversification year-to-date.Probability of loss across a range of asset allocation strategies.The notion of buying opportunistically during...2025-04-1151 minMarc To MarketsThe Top Investment Topics Of 2024Send us a textOn this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Roosevelt and I discuss all the hot topics in the markets today: Fed policy, inflation and interest rates, the outlook for the stock market, S&P 500 concentration, and how to be opportunistic. With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P...2024-06-1829 minMarc To MarketsInterest rates, banking crisis, and debt ceilings..oh mySend us a textOn this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Roosevelt and I discuss all the hot topics in the markets today; fed policy, inflation, the banking crisis, the debt ceiling, and how to be opportunistic. With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no rep...2023-05-1635 minMarc To MarketsESG Investing Is All The RageSend us a textEnvironmental, Social, and Governance Investing is a topic on every financial tv show, radio program, and newspaper. ESG can be a catch all term that ranges from "green investing" to a much more nuanced research approach. To learn more about the topic I'm joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein. We discuss everything from how to understand an ESG investment, the potential trade-off in risk/return, and how ESG has recently performed. With any questions or comments, or to discuss your own financial situation, I can be reached at marc...2022-05-2620 minMarc To MarketsWhere Do We Go From Here?Send us a textOn this episode I'm joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein. We discuss all the hot topics in the markets today; fed policy, inflation, the impact of massive stimulus on the economy, market valuations, what to be worried about, and where to be opportunistic. With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest spe...2021-11-3027 minMarc To MarketsToday's Top Market Stories: Inflation, Growth, GameStop & BitcoinSend us a textOn this episode I'm joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein. We discuss the impact of massive stimulus on the economy and stock market both in 2021 and long term, the far reaching impact of the recent stock movement in GameStop, how technology is changing the rules of investing, and we end with our thoughts on Bitcoin. With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are...2021-02-2329 minMarc To MarketsCovid-19 Update and A Look Inside The FedSend us a textOn this episode I am joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein and former Research Analyst at the Federal Reserve. This is an audio recording from a client webinar on May 18th. Some of the topics we cover include: Where the market is today and the forecast going forward, the impact of unprecedented monetary policy and potential for inflation, the role of gold in a portfolio, and an update on the municipal bond market. With any questions or comments, or to discuss your own financial situation, I can be re...2020-05-1935 min