Shows
NB Talks - I mercati in 300 secondiScettici sul futuro o fiducia nel domani?Il sentiment di consumatori americani e aziende non è allineato. I consumatori sembrano più scettici sul futuro, mentre i dirigenti aziendali sembrano riporre più fiducia nel domani. Chi ha ragione? Tratto da “Le prospettive settimanali del CIO” a cura di Shannon Saccocia, Chief Investment Officer—NB Private Wealth di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o un...2025-03-2508 min
Closing BellClosing Bell: Can the Rebound Continue? 3/24/25How much can stocks keep rebounding if daily tariff twists and turns keep coming? We discuss with Solus’ Dan Greenhaus, Stephanie Aliaga of JPMorgan Asset Management and Neuberger Berman’s Shannon Saccocia. Plus, top analyst Mike Mayo is forecasting 20% upside in one bank stock. He tells us which one and why. And, Allianz’ Mohamed El-Erian tells us where he sees stocks headed from here.
2025-03-2441 min
Two Quants and a Financial Planner75% of Investors Will Disagree with These Ideas: Evidence Says They are TrueIn this episode, we dive into the most controversial takesfrom our podcast guests. Inspired by a brilliant question from Meb Faber(thanks, Meb!), we’ve compiled insights from top financial minds to explorebeliefs that challenge conventional wisdom. From debunking dividend hype toreimagining the role of options and AI in investing, this episode is packedwith thought-provoking perspectives. Main Topics Covered: - Meb Faber challenges the obsession with dividends - Mike Green introduces Goodhart’s Law to investing,suggesting that once a metric is tracked, its effectiveness diminishes. - Jim Paulsen down...2025-03-2455 min
Closing BellClosing Bell: Can You Trust the Bounce? 3/14/25Should investors trust the bounce and how long can it last? We discuss with Hightower’s Stephanie Link, Trivariate’s Adam Parker and Shannon Saccocia from Neuberger Berman. Plus, star analyst Stacy Rasgon of Bernstein Research tells us what he will be watching from Nvidia’s AI developer conference next week. And, we drill down on some big moves in the software space today.
2025-03-1441 min
Excess ReturnsTariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon SaccociaIn this episode of Excess Returns, Matt Ziegler is joined by Lindsey Bell, Chief Market Strategist of Clearnomics, and Shannon Saccocia, Chief Investment Officer of Wealth at Neuberger Berman. They dive deep into the current market volatility and economic uncertainties facing investors. From tariff concerns to shifting consumer behaviors, they provide valuable insights on navigating these challenging times while maintaining a long-term investment perspective.Key topics discussed:• Tariffs and Market Uncertainty: How ongoing tariff discussions are creating business uncertainty, affecting pricing decisions, and potentially impacting economic growth• Consumer Resilience: Analysis of consumer spending patt...2025-03-131h 03
NB Talks - I mercati in 300 secondiTrump 2.0. Cosa sta davvero cambiando?Donald Trump ha prestato giuramento e nel corso della sua prima giornata in carica ha firmato 26 ordini esecutivi: un numero record per un nuovo Presidente al primo giorno di lavoro. Ma queste prime mosse sono state sufficienti per definire le priorità della sua amministrazione e fornire maggiore chiarezza sul futuro macroeconomico? Tratto da “Le prospettive settimanali del CIO” a cura di Shannon Saccocia, Chief Investment Officer—NB Private Wealth di Neuberger Berman. Questo podcast è fornito esclusivamente a scopo informativo ed educativo e nulla di quanto contenuto cos...2025-01-2808 min
Disruptive Forces in InvestingSolving for 2025Looking for insights on the key themes poised to shape the financial markets in the coming year? Hear from Anu Rajakumar, Erik Knutzen, Co-Chief Investment Officer of Multi-Asset, and Shannon Saccocia, Chief Investment Officer of Private Wealth, as they discuss pivotal macroeconomic and capital markets observations from our annual outlook, “Solving for 2025”, where they evaluate the forces that may shape portfolios in the coming year. This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a secu...2024-12-1727 min
Closing BellClosing Bell: Navigating the Big Tech Bounce 12/13/24Will stocks run or limp to the finish line this year? Perhaps the answer lies in what happens with tech which has seen a resurgence. We break down the big move in Broadcom and Apple’s massive run to $4 trillion. Plus, Payne Capital’s Courtney Garcia, NB Private Wealth’s Shannon Saccocia and JPMorgan Asset Management’s Jordan Jackson tell us what they’re forecasting for stocks. And, Former Cleveland Fed President Loretta Mester breaks down what she is expecting from the Fed next week – and what it is at stake for the economy.
2024-12-1342 min
Provoke.fm MediaEP 241: Shannon Saccocia, NB Private WealthExploring opportunities and challenges in fintech for private wealth
2024-12-1100 min
Provoke.fm MediaEP 241: Shannon Saccocia, NB Private WealthExploring opportunities and challenges in fintech for private wealth
2024-12-1118 minFinovate PodcastEP 241: Shannon Saccocia, NB Private WealthExploring opportunities and challenges in fintech for private wealth2024-12-1118 min
NB Talks - I mercati in 300 secondiClima post-elettorale e sfide per il 2025Con la vittoria di Donald Trump, si conferma l’interesse degli investitori per gli asset più rischiosi, un trend che sembra destinato a continuare fino alla fine dell'anno. Tuttavia, l’outlook di mercato per il 2025 potrebbe complicarsi. Tratto da “Le prospettive settimanali del CIO” a cura di Shannon Saccocia, Chief Investment Officer—NB Private Wealth di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce un...2024-11-1208 min
NB Talks - I mercati in 300 secondiAtterraggio morbido USA. Realtà o illusione?Attualmente, molti investitori ripongono fiducia in un "atterraggio morbido" per l'economia statunitense. Tuttavia, le recenti turbolenze di mercato sembrano raccontare una storia diversa. Si nota, infatti, una crescente tendenza tra gli investitori a mettere in dubbio questa ipotesi, sfruttando ogni occasione per posizionarsi in modo contrario. Tratto da “Le prospettive settimanali del CIO” a cura di Shannon Saccocia, Chief Investment Officer—NB Private Wealth di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a...2024-10-1509 min
Closing BellClosing Bell: The Bull Run’s 2nd Anniversary 10/11/24Equities just notched their fifth straight week of gains as optimism persists and the bull run enters its second year. Fundstrat’s Tom Lee, NB Private Wealth’s Shannon Saccocia, and RBC Capital Markets’ Lori Calvasina share their expectations for Q4 and beyond. Plus, Wedbush Securities’ Dan Ives defends his Tesla bull case on a difficult day for that stock. And, former Cleveland Fed President Loretta Mester reveals her expectations for rate cuts as inflation cools.
2024-10-1142 min
Closing BellClosing Bell: Sidestepping Scary September 09/27/24What is the state of the soft-landing debate? And how are stocks set up heading toward the fourth quarter? Our all-star panel of JP Morgan’s David Kelly, 3Fourteen’s Warren Pies and Neuberger Berman’s Shannon Saccocia give their outlooks. Plus, AB Bernstein’s Aneesha Sherman weighs in on the state of the consumer and what to watch from Nike earnings next week. And, BofA’s Savita Subramanian says the uptrend in value stocks could continue. She makes her case.
2024-09-2742 min
NB Talks - I mercati in 300 secondiMalcontento tra i consumatori. Un rischio per la ripresa economica?Nonostante i recenti dati economici siano positivi e dimostrino una certa resilienza, tra i consumatori americani sembra prevalere del malcontento. È possibile che il disallineamento tra la percezione degli investitori di Wall Street, sul futuro dell’economia americana, e quella dei consumatori statunitensi, inneschi una recessione inaspettata negli Stati Uniti? Tratto da “Le prospettive settimanali del CIO” a cura Shannon Saccocia, Chief Investment Officer—NB Private Wealth di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast so...2024-09-1810 min
Closing BellClosing Bell: How Much Is Riding on Nvidia? 8/27/24Amidst a broadening market … how reliant are we on Nvidia and other tech heavyweights? Solus’ Dan Greenhaus, NB Private Wealth’s Shannon Saccocia and Branch Global Capital Advisors Greg Branch debate their forecasts. Plus PIMCO’s Erin Browne tells us why investors should wait to buy the dip. And, it could be a new era for the NFL as team owners vote on private equity investing. We drill down on what that could mean for the league.
2024-08-2746 min
NB Talks - I mercati in 300 secondiI mercati azionari e lo YenQuali sono i fattori che hanno provocato l'eccezionale volatilità di mercato della scorsa settimana? Il principale motivo del recente crollo del mercato azionario non sono stati né i dati sull'occupazione negli Stati Uniti, né la decisione della Federal Reserve di mantenere invariati i tassi di interesse, né le ultime trimestrali delle grandi aziende tecnologiche. Piuttosto, è stato il nuovo aumento dei tassi di interesse da parte della Banca del Giappone. Tratto da “Le prospettive settimanali del CIO” a cura di Shannon Saccocia, Chief Investment Officer—NB Private Wealth di Neuberger Berman. Questi podca...2024-08-1309 min
Closing BellClosing Bell: More Volatility for Stocks? 8/6/24Should investors brace for more volatility … or is the worst over? Trivariate’s Adam Parker, NB Private Wealth’s Shannon Saccocia and Invesco’s Brian Levitt break down their forecasts. Plus, venture capitalist Rashaun Williams weighs in on tech valuations following yesterday’s big sell off. And, we tell you what is at stake when Airbnb, Instacart and Reddit report in Overtime.
2024-08-0643 min
Closing BellClosing Bell: Second Half Set-Up for Stocks 6/24/24Is the second half set-up favorable for the rally to continue? Solus’ Dan Greenhaus and NB Private Wealth’s Shannon Saccocia give their predictions. Plus, Nvidia sold off again in today’s session after snapping an 8 week win streak. Dan Chung – CEO and CIO of Alger – tells us if this is warning sign for this year’s tech-led rally heading into the second half. And, top technician Jeff DeGraaf called the sell-off in Nvidia. He weighs in on that stock’s move and reveals the sector he thinks is ripe to break out.
2024-06-2442 min
Closing BellClosing Bell: Trading the Record-Setting Rally 6/14/24Ritholtz Wealth Management’s Josh Brown, Solus’ Dan Greenhaus and NB Private Wealth’s Shannon Saccocia weigh in on what could be next for the market. Plus, we discuss the road ahead for the Fed with CNBC Senior Economics Correspondent Steve Liesman. And, Seema Mody drills down on the leg lower in the industrials sector.
2024-06-1442 min
NB Talks - I mercati in 300 secondiTutto dipende dalle infrastruttureRiteniamo che le infrastrutture non solo costituiscano il cuore pulsante di alcuni dei più importanti megatrend dei nostri tempi, ma anche un’opportunità di investimento interessante che deriva da una maggior attenzione tra i governi per la sicurezza nazionale e il protezionismo economico. Tratto da “Le prospettive settimanali del CIO” a cura di Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealthdi Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informat...2024-06-0511 min
Closing BellClosing Bell: The Road Ahead for the Markets 5/28/24Sofi’s Liz Young, NB Private Wealth’s Shannon Saccocia and Crossmark’s Victoria Fernandez map out how they think things will play out with tech in the driver’s seat once again. Plus, Nvidia’s stock popped as investors bet Elon Musk’s AI startup will deliver another windfall for the chipmaker. Star chip analyst Stacy Rasgon breaks down how he thinks that news will impact the semi sector in the long run. And, former Federal Reserve Vice Chair Richard Clarida reveals his prediction for rate cuts and the economy at large.
2024-05-2842 min
NB Talks - I mercati in 300 secondiIl ritorno del mattoneTassi d'interesse elevati, per un periodo più lungo del previsto, potrebbero rivelarsi vantaggiosi per il settore dei consumi negli Stati Uniti? Tratto da “Le prospettive settimanali del CIO” a cura di Shannon Saccocia, Chief Investment Officer—NB Private Wealth di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale o una raccomandazione per l'acquisto, la vendita...2024-05-0908 min
Closing BellClosing Bell: What does rising stocks and falling sentiment tell us about where the markets might be heading? 4/29/24Dan Greenhaus from Solus Alternative Asset Management, CNBC’s Steve Liesman and Shannon Saccocia of NB Private Wealth discuss what they’re expecting. Plus, Plexo Capital’s Lo Toney is mapping out what he is watching from Amazon and Apple this week. And, top technician Jeff DeGraaf tells us if last week’s choppy trading was just temporary or a sign of more downside ahead.
2024-04-2942 min
NB Talks - I mercati in 300 secondiAmpliare gli orizzonti d’investimentoStiamo vivendo a una fase ideale per ampliare gli orizzonti di investimento e rivolgere l'attenzione ai mercati azionari internazionali specialmente in considerazione delle crescenti indicazioni di un rinnovato slancio ciclico nell'economia globale. Europa, Giappone, Cina, India: quali mercati potrebbero essere favoriti dai fondamentali economici? Tratto da “Le prospettive settimanali del CIO” a cura di Shannon Saccocia, Chief Investment Officer—NB Private Wealth di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo i...2024-04-1210 min
Closing BellClosing Bell: Churn, Baby, Churn 3/15/24Is all this churn just an overheated market cooling off or is it the start of what would be the first notable broad pullback in five months? Malcolm Ethridge of CIC Wealth and NB Private Wealth’s Shannon Saccocia map out their market predictions. Plus, Fundstrat’s Tom Lee says there is a strong case for buying the dip. He explains why. And, Amazon is making a big push into the social shopping space. We break down the details and explain how a potential TikTok ban could impact that initiative.
2024-03-1542 min
NB Talks - I mercati in 300 secondiInvestire nell’Intelligenza Artificiale. Una nuova faseGli investimenti per lo sviluppo dell’Intelligenza Artificiale (AI) sono stati dominati dai “Magnifici Sette”, ma qualcosa potrebbe presto cambiare. Gli investitori si trovano di fronte alla possibilità di navigare le acque inesplorate di una seconda ondata di opportunità, dove l'intelligenza artificiale potrebbe rivoluzionare il panorama degli investimenti così come lo conosciamo. Tratto da “Le prospettive settimanali del CIO” a cura di Shannon Saccocia, Chief Investment Officer—NB Private Wealth. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast...2024-03-1210 min
Closing BellClosing Bell: Same Bull, Different Month 3/1/24How hot is too hot for a market on the verge of a 16th weekly gain in the last 18? New Edge’s Cameron Dawson and Shannon Saccocia of NB Private Wealth give their forecasts as we wrap up a busy week. Plus, new reports surfaced today that Boeing is interested in buying back Spirit Aerosystems. Top aerospace and defense analyst Sheila Kahyaoglu gives her first take and breaks down what could be at stake for those stocks. And, Bill Miller IV tells us how he is playing this week’s big bounce in the crypto space.
2024-03-0142 min
NB Talks - I mercati in 300 secondiInflazione e Fiducia dei consumatoriLa fiducia dei consumatori statunitensi resiste alle previsioni di un rapido calo dei risparmi accumulati durante la pandemia; tuttavia, i recenti dati al rialzo dell’inflazione potrebbero rappresentare una minaccia? Tratto da “Le prospettive settimanali del CIO” a cura di Shannon Saccocia, Chief Investment Officer di NB Private Wealth. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neuberger Berman. I podcast sono solo a scopo informativo e nulla qui presente costituisce una consulenza in materia di investimenti, legale, contabile o fiscale...2024-02-2010 min
Closing BellClosing Bell: Preparing to go Parabolic? 2/9/24Is the risk surrounding the rally increasing as the S&P keeps rising and some big name stocks go parabolic? Trivariate’s Adam Parker and NB Private Wealth’s Shannon Saccocia give their expert takes. Plus, the mega caps have seen double digit gains for the year. But can this narrow leadership continue its grind higher? Doug Clinton from Deepwater Asset Management weighs in. And, Nvidia rocketing higher once again. We tell you what’s behind that move and how the other chip stocks are reacting.
2024-02-0942 min
Closing BellClosing Bell: The Broadening Bounce 12/18/23Many lagging sectors have ripped over the past six weeks – including banks, materials and industrials. Is the better breadth just beginning? Trivariate’s Adam Parker and NB Private Wealth’s Shannon Saccocia break down what they’re expecting. Plus, Tony Pasquariello from Goldman Sachs says now is not the time to give up on mega cap tech. And, we break down the move in Adobe as it calls off its plan to buy software company Figma.
2023-12-1843 min
Disruptive Forces in InvestingBehind the Scenes of Solving for 2024As 2023 comes to a close, with its turbulent and challenging market conditions, we look ahead to navigating the complex yet hopefully rewarding landscape to come. How can investors manage volatility and risk, and still find promising investment opportunities? What does the process of creating the ten themes entail? And what strategies can investors adopt to navigate these ever-changing financial markets effectively? On this episode of Disruptive Forces, Anu Rajakumar goes behind the scenes with Shannon Saccocia, Chief Investment Officer for NB Private Wealth, to understand the robust debates that shaped the selection of the Solving for 2024 themes and how...2023-12-1223 min
Alt Goes Mainstream🎙How Shannon Saccocia, the CIO of $67B AUM Neuberger Berman Private Wealth, thinks about the changing role of alternatives in client portfoliosToday’s show brings us inside the mind of a top allocator and CIO in the private wealth world.We talk with Shannon Saccocia, the CIO of Neuberger Berman Private Wealth, a division of NB that has almost $70B of assets under management. With over 24 years of experience, Shannon brings a wealth of knowledge on private markets to bear. At NB Wealth, she works closely with investment leadership to establish market views, asset allocation, and portfolio recommendations tailored specifically for NB Private Wealth clients.Prior to joining NB, she was the CIO for 5 years at SV...2023-11-2259 min
Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private MarketsHow Shannon Saccocia, the CIO of $67B AUM Neuberger Berman Private Wealth, thinks about the changing role of alternatives in client portfoliosToday’s show brings us inside the mind of a top allocator and CIO in the private wealth world.We talk with Shannon Saccocia, the CIO of Neuberger Berman Private Wealth, a division of NB that has almost $70B of assets under management. With over 24 years of experience, Shannon brings a wealth of knowledge on private markets to bear. At NB Wealth, she works closely with investment leadership to establish market views, asset allocation, and portfolio recommendations tailored specifically for NB Private Wealth clients.Prior to joining NB, she was the CIO for 5 years at SV...2023-11-2259 min
Closing BellClosing Bell: The Fate of the Rally 11/7/23Is the rally too extended to continue or is it just getting started? Cameron Dawson from NewEdge and NB Private Wealth’s Shannon Saccocia give their forecasts. Plus, Jim Stewart – who wrote the book on Disney – breaks down what he’s watching ahead of that company’s earnings. And, Goldman Sachs Private Wealth’s Sara Naison-Tarajano discusses her year-end playbook.
2023-11-0742 min
The Important Part: Investing with Liz ThomasBuilding Your Portfolio with Shannon SaccociaYou’re ready to invest, and you’ve got a lump sum waiting to be put to use. What do you do next? How do you buy individual stocks — and should you? In this episode, SoFi’s Head of Investment Strategy Liz Thomas is joined by Shannon Saccocia. Shannon Saccocia, CFA, is the Chief Investment Officer of NB Private Wealth (“NBPW”), a division of Neuberger Berman. Liz and Shannon talk about how to navigate the market, and ways to anchor yourself in your investment choices.For more, read Liz’s column every Thursday at On The Money b...2023-11-0745 min
The Investopedia Express with Caleb SilverSearching for Signs of Hope Amid the SelloffShannon Sacoccia, the Chief Investment Officer for NB Private Wealth, climbs back aboard The Express to put the recent selloff into perspective, and to help us identify the signals to watch for that will turn the market around. Plus, it's been a cruel autumn for corporate earnings as investors have no patience for missed expectations. The thrill may be gone from the stock market for now, but history tells us that its best two months start this week.Links for show notes:https://www.investopedia.com/why-there-s-a-gold-rush-at-costco-8362722htt...2023-10-3032 min
Closing BellClosing Bell: Room for a Year-End Run? 10/10/23How much room is there for stocks to make a run into year end? New York Life Investments’ Lauren Goodwin and Schwab’s Liz Ann Sonders give their expert forecasts. Plus, Shannon Saccocia from NB Private Wealth is breaking out her playbook for earnings season and beyond. And, David Albrycht of Newfleet Asset Management tells us how he is navigating today’s sharp decline in yields.
2023-10-1042 min
Closing BellClosing Bell: The Post-Powell Playbook 8/25/23Stocks popped in the final hour of trade following Powell’s highly anticipated Jackson Hole speech. Professor Jeremy Siegel, Shannon Saccocia of NB Private Wealth and CNBC senior market commentator Mike Santoli give their forecasts for stocks. Plus, star analyst Dan Ives is weighing on Tesla’s strong year and what he thinks the next big catalyst for that stock may be. And, Sycamore Tree Capital is flagging some alternate opportunities for investors amid all the uncertainty in stocks.
2023-08-2543 min
Closing BellClosing Bell: The Big Battle Between Tech and Energy 8/9/23The brig growth stocks under pressure again with the oil and gas group an emerging bright spot in an indecisive tape ahead of a crucial CPI report tomorrow. So, will that report help confirm or undermine the now-popular soft-landing story and what will it mean for markets? NB Private Wealth’s Shannon Saccocia gives her expert market take. Plus, Roblox shares took a tumble today. We get reaction from Bryn Talkington who owns that name. And, Evercore ISI’s Roger Altman gives his forecast for CPI and what it might mean for the economy.
2023-08-0943 min
NB Talks - I mercati in 300 secondiIl consumatore e il mercato azionarioA nostro avviso il cosiddetto “effetto ricchezza”, al contrario di quanto accaduto in passato, non sarà più tanto dettato dalle variazioni di valore delle abitazioni quanto piuttosto dalle fluttuazioni dei prezzi di borsa, e questo nostro nuovo assunto potrebbe avere delle implicazioni sull’economia e influenzare il modo in cui costruiamo i portafogli. Tratto da “Le prospettive settimanali del CIO” a cura Shannon Saccocia, Chief Investment Officer—NB Private Wealth di Neuberger Berman. Questi podcast includono commenti generali di mercato, contenuti formativi di carattere generale sugli investimenti e informazioni generali su Neube...2023-08-0811 min
The FarrCast : Wealth StrategiesYou Don't Think Halfway Down the HillMichael Farr opens this episode with Kenny Polcari and they discuss markets, and how recent changes may change the way investors think about their portfolios. Dan Mahaffee gives us and update on DC, and for our special guest, Michael welcomes Shannon Saccocia. Shannon gives her long term outlook, and explains some of the disconnects we see in the financial world today.
Always bringing you insights -- it's The FarrCast! Wall Street, Washington, and The World.2023-03-0952 minThe FarrCast : Wealth StrategiesThe Lights Sparkling in My HeartAs 2022 comes to a close, Michael Farr welcomes Shannon Saccocia for a look at what types of companies will spur the next leg up. Shannon's insight into productivity and management should be heard by every investor. Next up, Dan Mahaffee joins us for a look at the issues facing DC at the end of the year: Ukraine, China, and a $1.7tn budget. For our special guest, Michael is joined by Tony Dwyer, who has what many people regard as a bearish outlook -- but Tony explains where he sees opportunity.
Happy Holidays to all of our listeners. W...2022-12-231h 05
SVB Private PerspectivesU.S. dollar strength & the impact on international investingWhat can be done to capitalize on the increased volatility in the global currency markets? Shannon Saccocia, Chief Investment Officer, Emmett Maguire, Head of Multi-Asset Research at SVB Private and Ivan Asensio, Head of FX Risk Advisory for Silicon Valley Bank evaluate recent market activity and discuss investment strategies.
2022-12-1530 minThe Investopedia Express with Caleb SilverStrategic Investing in the Home Stretch of 2022Shannon Sacoccia, the CIO of SVB Private Bank, helps us decipher the mixed signals in the economy and capital markets as we reset our portfolios for 2023. This conversation was taken from a recent strategy session hosted by our partners at YCharts. Plus, the DJIA has climbed out of a bear market and investor sentiment is improving despite worries about a recession. We have the latest results of our reader and listener survey.LINKS FOR SHOW NOTEShttps://ycharts.com/dashboard/www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.htmlttps://ww...2022-12-0531 min
TopTradersUnplugged.comALO12: How to Invest like a Private Bank ft. Shannon SaccociaToday, we are joined by Shannon Saccocia, CIO at SVB Private, for a conversation on how portfolio management and manager selection is carried out at a private bank. We discuss how the current unstable environment has caused a change in investor behaviour and how technology has impacted the economy, what the next phase of investments looks like and how the economic landscape has changed as well as how SVB Private has adapted their asset allocation to the current crisis and the implications of going back to a low growth environment. We also discuss why managed futures is now worth considering...2022-11-301h 09
Top Traders UnpluggedALO12: How to Invest like a Private Bank ft. Shannon SaccociaToday, we are joined by Shannon Saccocia, CIO at SVB Private, for a conversation on how portfolio management and manager selection is carried out at a private bank. We discuss how the current unstable environment has caused a change in investor behaviour and how technology has impacted the economy, what the next phase of investments looks like and how the economic landscape has changed as well as how SVB Private has adapted their asset allocation to the current crisis and the implications of going back to a low growth environment. We also discuss why managed futures is now worth...2022-11-301h 09
Automotive State of The UnionWaterlogged EVs Exploding, Amazon Stops Scout Autonomous Delivery Program, Bad News = Good NewsShoot us a Text.It’s Friday and we’re wrapping up this week's news talking about an unanticipated challenge with waterlogged EVs. We’re also talking about why Amazon is pulling the plug on its autonomous delivery robot program, as well as what we should be looking for in today's jobs report. Waterlogged EVs are beginning to ‘explode’ according to Florida’s Chief Fire Marshal"There’s a ton of EVs disabled from Ian. As those batteries corrode, fires start," Patronis tweeted Thursday. "That’s a new challenge that our firefighters haven’t faced before. At le...2022-10-0711 minSVB Private PerspectivesExamining the changing landscape of fixed income investingChief Investment Officer, Shannon Saccocia discusses the set of forces driving changes in fixed income securities with SVB Private’s Head of Fixed Income, Garrett Mancini and Silicon Valley Bank’s Head of Asset Management, Patty Kao.
2022-09-2224 minThe FarrCast : Wealth StrategiesThingamajig -- It's a Technical Term, FolksThe recession drums beat louder, but markets have shrugged. Michael Farr welcomes Jim Lebenthal to talk about the market reaction and the crosswinds for the economy today. Dan Mahaffee joins and explains the surprise compromise between Schumer and Manchin that has produced a spending bill. And for our special guest segment, Michael is joined by Shannon Saccocia from SVB Private. She explains its a new world, and while investors may find it difficult to rely on history, there are new opportunities emerging.
It's a great FarrCast this week, bringing you insight into Wall Street, Washington, and The W...2022-07-2853 min
The Compound and FriendsCanary in the Coal MineOn episode 56 of The Compound and Friends, Shannon Saccocia joins Michael Batnick and Downtown Josh Brown to discuss the Nasdaq bounce, inflation vs spending, good news for the economy, Shannon's ideas for the second half, and much more!This episode is sponsored by The Peak Group. To learn more about investing in single family rentals visit https://bit.ly/3OCu6GQ.Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comObviously nothing on this channel should be considered as personalized financial advice or a...2022-07-221h 38SVB Private PerspectivesThe hidden value of working with a wealth advisorIn today’s turbulent market it’s important for investors to keep a level head as they pursue their financial goals. Chief Investment Officer, SVB Private, Shannon Saccocia, and SVB Private Wealth Advisors Flavia Trento and Ryan Fox discuss the many benefits advisors offer clients that go well beyond investment strategy implementation.
2022-06-0317 min
The FarrCast : Wealth StrategiesDragons in the ClosetThe markets have paused the rally -- is more trouble ahead? Listen to the FarrCast for help navigating the pitfalls. This week Michael Farr welcomes first-time guest Shannon Saccocia from Boston Private Wealth Management (and we hope it won't be the last time!) But first up is Jim Iuorio with markets and Dan Mahaffee with Washington.2022-04-0851 minSVB Private PerspectivesHow Female Founders Rise to the ChallengeOvercoming the obstacles faced by founders is never easy. As a female founder, there are often additional hurdles. Chief Investment Officer, Private Bank Wealth Management Shannon Saccocia, and SVB Private Bank Managing Director, Lorraine Monick, discuss the unique challenges facing female founders today.
2022-03-2213 minSVB Private PerspectivesThree Things to Know Pre and Post IPOOur own Shannon Saccocia, Chief Investment Officer and Dave Buxton, Relationship Manager at SVB Private Bank discuss important factors that impact your IPO journey – your advisory team, the execution plan, and the important estate planning components to consider.
2022-02-1416 min
The Compound and FriendsExpected ReturnsOn this week's episode of The Compound & Friends, Michael Batnick, Ben Carlson, Shannon Saccocia and Downtown Josh Brown discuss: unemployment, earnings, expected returns, international stocks, asset price inflation, tech IPOs, fintech, and more!Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://go.cadre.com/compoundObviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.c...2021-12-101h 15SVB Private PerspectivesAn unsung hero in the economic recoveryManufacturing has been a significant but overlooked contributor to the economic recovery. However, ongoing trade policy tensions between the U.S and China have put a strain on manufacturing globally. Boston Private Chief Investment Officer Shannon Saccocia considers the dynamics between recent manufacturing performance, existing trade agreements and insular economic policies abroad. Listen now.
2021-09-2118 minSVB Private PerspectivesBetween a Rock and a Tighter PlaceAs expected, increased consumer spending has driven the recent economic recovery. But will it continue? A supply-demand mismatch in the labor market, increased input costs and a shift in consumer sentiment have made the Fed’s job difficult while COVID-19 lingers. Boston Private Chief Investment Officer Shannon Saccocia weighs in on the Fed’s inflation dilemma. Listen now.
2021-08-2519 minSVB Private PerspectivesCIO Update: Mid-Year Outlook Washington Policy, Cyclical Stocks and the Battle for Economic GrowthCan the economic rebound be sustained during this time of uncertainty? U.S. trade policy, supply chain constraints and infrastructure spend will each play a role in this growth story. This week, CIO Shannon Saccocia examines the impact of these factors during the months ahead. Listen now.
2021-07-2720 minSVB Private PerspectivesCIO Update: Investing in 2021 – what are you actually buying?Tools and technology have increased access to information and investing opportunities. Shannon Saccocia, Chief Investment Officer, provides three considerations before you dive into today’s hottest parts of the market.2021-06-2115 min
Citywire: Mistakes Were MadeEp. 7: Shannon SaccociaFor our latest episode of Mistakes Were Made, we are joined by Shannon Saccocia, CIO at Boston Private.
She tells Alex ad Frank about a time she backed a breakaway boutique manager, but things did not turn out as planned. Spoiler alert: ego plays its part.
Shannon and Frank commiserate with one another about a shared mistake in their respective retirement accounts, and a previous podcast guest gets a kicking (kind of, but not really). Enjoy! 2021-05-2732 minSVB Private PerspectivesCIO Update: First Quarter Review – Thoughts on stock shifts, rising yields and presidential spendingAs COVID-19 vaccinations continue here in the U.S., can we look forward to a more robust economy? Shannon Saccocia, Chief Investment Officer, recaps the first quarter of 2021 and offers her take on three critical factors impacting market behavior over the next several quarters. Listen now.
2021-04-1220 min
SALT TalksInvestment Advisors Explain Active vs. Passive Investing | SALT Talks #5Welcome to another episode of SALT Talks with host Anthony Scaramucci, and guests Karen Firestone of Aureus Asset Management, Keith Cardoza of Brownson, Rehmus & Foxworth, and Shannon Saccocia of Boston Private.In this conversation, the guests discuss their reaction to the pandemic-driven stock volatility, how the Federal Reserve and monetary policy will play a major role in driving investment strategy through the pandemic, and the effectiveness of active vs. passive investing.—————————————————————————To learn more about this episode, including podcast transcripts and show notes, visit salt.org/talksModerated by Anthony Scaramucci.2021-03-3056 minSVB Private PerspectivesCIO Update: What’s happening with energy stocks?In this week’s CIO Update, Shannon Saccocia takes a deeper look at the energy sector. From the infrastructure boom to changes over the last few decades and threats to current favorable pricing. Listen now.
2021-03-2518 min
Riches in the Niches Investor PodcastRedefining Wealth Management with Shannon SaccociaShannon Saccocia, CIO at Boston Private, joins us to talk all things asset allocation and manager selection. With $16 billion of AUM at her firm, Shannon has been at the forefront of big changes in the RIA industry, which have helped Boston Private become one of the premier wealth management firms in the country. Today, we learn her story, talk value versus growth investing, debate the Streaming Media Wars, discuss marketing your brand, and so much more. Let's Niche Down with Shannon Saccocia. To learn more about Shannon visit www.bostonprivate.com or check her out on twitter...2021-03-1849 minSVB Private PerspectivesCIO Update: Inflation Fears in FocusWith massive stimulus just passed in Washington, it’s not surprising that the market is reacting to these significant fiscal policy moves. In this week’s CIO Update, Shannon Saccocia puts potential inflation risk into perspective. Listen now.
2021-03-1218 minSVB Private PerspectivesCIO Update: Stay for the ExhaleLately, it might feel hard to take a deep breath and see the upside. But improvement in economic data, resulting in higher interest rates and near term market disruption, is a positive sign and an important reminder to focus on the long-term. This week, Shannon Saccocia, Chief Investment Officer, takes a cue from her yoga practice to make sense of short-term market churn. Listen now.
2021-02-2515 minSVB Private PerspectivesCIO Update: The Impact of Engagement in Our Digital WorldMost of us are trying to maximize engagement, whether it’s at home, with family, or at work, but where engagement is most in focus is obviously in the digital world. While the opportunity lies in vying for the attention of the consumer, investors are challenged to find value in this space. This week, Shannon Saccocia, Chief Investment Officer examines the digital landscape and the factors impacting tech stocks and discusses where investor opportunities may be. Listen now.
2021-02-1913 minSVB Private PerspectivesCIO Update: Understanding the Surprising Factors in Play During this Earnings SeasonAs macro forces continue to play a stronger role in market performance, corporate earnings have become a less effective barometer of share price movement. This week, Chief Investment Officer Shannon Saccocia examines the current factors impacting stock prices and discusses where investor opportunities may be during the back half of 2021. Listen Now.
2021-02-1013 minSVB Private PerspectivesCIO Update: Capital Gains and Corporate Tax Increases in FocusUnderstanding the potential Biden administration tax agenda is complex. Shannon Saccocia, Chief Investment Officer, reviews what investors can expect from an increase in corporate and capital gains taxes during the first half of Biden’s term.
2021-02-0517 minSVB Private PerspectivesCIO Update: Markets in Transition: The Good, The Bad, and The OpportunityWith the GameStop trade dominating the market narrative, Shannon Saccocia, Chief Investment Officer, shares a summary of what’s happening, and our perspective on it.
2021-01-2814 minSVB Private PerspectivesCIO Update: The Pandemic, the Economy and Global MarketsAs we approach the one year anniversary of the first case of Covid-19 in the US, how has this global pandemic impacted the economy, markets and governments? Shannon Saccocia reviews in this week’s CIO update. Listen Now.
2021-01-2012 minSVB Private PerspectivesCIO Update: Economic Impacts of Washington PolicyShannon Saccocia, Chief Investment Officer, highlights where opportunities lie with stimulus package spending, taxes, and other key economic factors on the agenda in Washington. Listen now.
2021-01-1413 minSVB Private PerspectivesCIO Update: Pent Up Consumer Demand in FocusShannon Saccocia, Chief Investment Officer, reviews how the COVID-19 pandemic lock-downs have impacted purchasing behavior from retail to home buying. Listen now.
2021-01-0611 minSVB Private PerspectivesCIO Update: Positioning Portfolios as Main Street and Wall Street Diverge Once AgainShannon Saccocia, Chief Investment Officer, reviews the current economic and market environment, and changes Boston Private has been making to portfolios ahead of 2021. Listen now.
2020-12-1117 minSVB Private PerspectivesCIO Update: Biden Trade Policy ReviewShannon Saccocia, Chief Investment Officer, provides a review of, after pandemic recovery, what will likely be a major priority of the incoming Biden administration - trade policy. Listen now.
2020-12-0313 minSVB Private PerspectivesCIO Update: Treasury Department Pulls the Plug on the FedThe latest actions of the Treasury department have been met with mixed reactions.
Shannon Saccocia, Chief Investment Officer, briefly covers what investors are watching as public health concerns add uncertainty this holiday shopping season. Listen now.
2020-11-2311 minSVB Private PerspectivesCIO Update: Trending Backwards and the Economic ImpactWith most of the US facing a second surge of Covid-19 juxtaposed with Europe taking swift action, what does our economic outlook look like? It might not be all doom and gloom. Shannon Saccocia, Chief Investment Officer, talks lifestyle spending, vaccines, and other factors creating volatility. Listen now.
2020-11-1719 minSVB Private PerspectivesCIO Update: Five Considerations with a Biden Administration and Split CongressThe markets factored in a massive stimulus package, so what now? Shannon Saccocia, Chief Investment Officer, digs into the impact on taxes, potential Fed action, how to quell a pandemic, and what risks China presents. Listen now.
2020-11-0615 minSVB Private PerspectivesCIO Update: Elections & the EconomyHistorically, the state of the economy can help predict the chances of an incumbent party remaining in the White House. So how will this year’s election results play out following the pandemic recession? In this week’s CIO Update, Shannon Saccocia provides some historical context, and a few thoughts on what could happen next. Listen Now.
2020-10-3012 minSVB Private PerspectivesCIO Update: Is Infrastructure the Next Big Thing?With both Republicans and Democrats likely to pursue an infrastructure spending bill post-election, what shape could the legislation take? In this week’s CIO Update, Shannon Saccocia provides her analysis on the possibilities for this potential source of significant fiscal stimulus.
2020-10-2211 minSVB Private PerspectivesThird Quarter 2020 Market and Economic Outlook PodcastOur Chief Investment Officer Shannon Saccocia sits down with Rich Grasfeder, Senior Equity Portfolio Manager, and Ryan McQuilkin, Head of Fixed Income, to discuss:
- the outlook for Q4 as we continue to see market volatility due to Covid-19;
- how the upcoming U.S. elections might impact employment, fiscal policy, and earnings;
- sectors to watch in the equity and bond markets
Listen Now.
2020-10-1621 minSVB Private PerspectivesCIO Update: Market Reaction to Trump’s Positive COVID-19 TestThe recent COVID-19 diagnosis of President Trump has created the potential for ripple effects across the markets and the economy just weeks before the election. In this week’s CIO Update, Shannon Saccocia dives into the impact of Trump’s diagnosis. Listen now as Shannon explains what has happened thus far in the market, what we could see happen next, and what the long-term implications might be.
2020-10-0511 minSVB Private PerspectivesCIO Update: Why Invest in Bonds Now?As we move closer to the elections and continue to brace another wave of Covid-19 in the US, one of the challenges is how best to position our portfolios amidst short-term market volatility. In this week’s CIO Update, Shannon Saccocia discusses 3 reasons why bonds are still worth a look in your portfolio.
2020-10-0111 minSVB Private PerspectivesCIO Update: Calm Before the Storm?This summer boasted strong index returns, driven by gains in the technology sector. However, pre-election jitters and the uncertainty of Covid-19 have created concerns for the end-of-year outlook. In this week’s CIO Update, Shannon Saccocia discusses the rationale behind the recent weakness, and what it means for the weeks ahead.
2020-09-2117 minSVB Private PerspectivesCIO Update: China Tensions & Longer Term ImpactsThis summer poses many challenges for people to consider even though markets are historically slow during this time. In this week’s CIO Update, Shannon Saccocia discusses the re-escalation of tensions between the U.S. and China, and how it could impact the U.S., China, and global economies and markets longer term.
2020-07-3010 minSVB Private PerspectivesCIO Update: Evaluating Your Stocks During this PandemicAs stay-at-home stocks rise again along with a virus resurgence, investors wonder if these companies can continue their winning ways post-pandemic. In this week’s CIO Update, Shannon Saccocia discusses how investors should evaluate the durability of these businesses through a different lens.
2020-07-2211 minSVB Private PerspectivesCIO Update: Three Things to Watch in Earnings SeasonWith no guidance to go on and one of the worst quarters on record for the U.S. economy behind us, it is no surprise that investors have low expectations for second quarter earnings. Shannon Saccocia discusses three things that investors should look to take away from this season’s earnings reports besides the beats and misses.
2020-07-1512 minSVB Private PerspectivesCIO Update: Growth vs. Value – Can the Dynamic PersistValue has historically outperformed growth investments, however several factors have contributed to a switch in the dynamic leading to a concentration of growth stocks since the global financial crisis. Will this dynamic persist or will there be a rotation to value? Listen now as Chief Investment Officer Shannon Saccocia provides our analysis.
2020-07-0811 minSVB Private PerspectivesCIO Update: Corporate Responsibility DynamicsIs Facebook acting responsibly? SRI, ESG and Impact Investing - all ways in which Investors are increasingly looking for vehicles to invest responsibly and in a way that aligns with their values. Performing well by doing good is gaining popularity with investors. Shannon Saccocia weighs the social media landscape against socially responsible investing opportunities.
2020-07-0110 minSVB Private PerspectivesCIO Update: Virus Fatigue Leads to Reopening UncertaintyAs the US starts to reopen and equity markets fluctuate, should investors feel optimistic? In this week’s CIO Update Shannon Saccocia reviews the market and economic trends and what the data is saying. Listen now.
2020-06-1812 minSVB Private PerspectivesCIO Update: Economic EmergenceAs global economies reopen, skeptics of Wall Street and main street remain concerned. In this week’s CIO Update Shannon Saccocia discusses trends and what the data is saying. Is economic recovery on the horizon?
2020-06-1012 minSVB Private PerspectivesCIO Update: China TensionsIn our CIO Update this week Shannon Saccocia discusses the overlooked activity happening in China. As reopening occurs, but restrictions continue, there is a lot to watch when it comes to the region. Listen now to part one in a series of commentary on the impact of tensions in China.
2020-06-0311 minSVB Private PerspectivesCIO Update: Review of TechnologyTechnology stocks have had a wild ride over the past two decades. History is often a reminder of the importance of diversification. So what’s the path forward for investors in this sector? In our CIO Update this week, Shannon Saccocia takes a closer look at technology. Listen now.
2020-05-2712 minSVB Private PerspectivesCIO Update: Sentiment Swings and What’s Next?Are you experiencing market sentiment whiplash? While investors have been feeling the stark pessimism and exuberance of the market, our CIO Shannon Saccocia provides a perspective on the last two months and the challenges that haven’t yet been priced into the market. Listen now.
2020-05-1910 minSVB Private PerspectivesCIO Update: What is Behavioral Finance?Are you a rational investor? Our CIO Shannon Saccocia covers the three types of biases that are relevant given the current economic environment.
2020-05-0712 minSVB Private PerspectivesCIO Update: Impact of an Oil OversupplyWhat’s happening with the price of oil? Shannon Saccocia, Chief Investment Officer, reviews the ripple effect lower prices have on the US economy. She covers three thoughts on how to put the volatility around oil prices in perspective.
2020-04-2413 minSVB Private PerspectivesCIO Update: Impacts of COVID-19 on Industry, Round TwoJob losses, infrastructure rationalization, debt management, and the global supply chain are all being disrupted. Shannon Saccocia, CIO dives into each of these in detail and in comparison to past financial crises. Listen now.
2020-04-1612 minSVB Private PerspectivesCIO Update: What’s different this time?What is the data telling us about the current market and economic environment? Our Chief Investment Officer, Shannon Saccocia dives into the signals and what played out in past downturns of 1980, 1990, 2001, and 2008. She also provides perspective on why investor behavior almost never differs. Listen now.
2020-04-0915 min