In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular, U.S. equity performance surprised investors, but with higher rates and inflation, coupled with rising geopolitical tensions, still top-of-mind, can the solid per ... Show More
Yesterday
249: Thematic Investing in 2026: AI, Defense, Infrastructure, and the Next Phase of Market Transformation
Thematic investing is increasingly shaping how investors interpret markets heading into 2026, as artificial intelligence, geopolitical fragmentation, and infrastructure constraints intersect across the global economy.Jay Jacobs, Head of U.S. Equity ETFs at BlackRock, joins Oscar ... Show More
19m 26s
Feb 6
248: Retirement Realities: Your Questions Answered - Ask Me Anything with Jaime Magyera
Retirement planning is becoming more complex as careers grow less linear, lifespans extend, and financial decisions start earlier in life. From early-career savers to small business owners and those approaching retirement, people are asking how to build financial security while s ... Show More
19m 3s
Jan 30
247: Inside Hedge Fund Strategies: How They Work and Why Investors Are Paying Attention
Hedge fund strategies are gaining renewed attention as market volatility rises and traditional stock and bond diversification becomes less reliable. With inflation uncertainty, shifting monetary policy, and growing macro instability, investors are reassessing how different source ... Show More
21m 16s
Feb 2024
Global Outlook 2024 Podcast – A soft landing, with risks
<p>As we enter 2024, we’re seeing a story of divergence across key economies. While the US has been surprisingly resilient, confidence in China’s economy is under pressure from property-sector woes and concerns about the labour market. What are the implications for other markets? ... Show More
21m 47s
Dec 2023
End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2
<p>Original Release on November 14th, 2023: Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, housing and more.</p><p><br></p><p>----- Transcript -----</p><p><strong>Vishy T ... Show More
11m 6s
<p>Happy 2024 everyone!</p> <p>Here are some of our goals and financial predictions for 2024. Overall, we're optimistic about the year.</p> <p><strong>Related posts:</strong></p> <p><a href= "https://www.financialsamurai.com/2024-wall-street-forecasts-for-the-sp-500-stock-market/ ... Show More
