Marc To Markets
On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.
Episodes
On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Market volatility materially increased this week as war returned to the Middle East. We cover the four big issues in the market today: 1) The Iran war and oil prices 2) The private credit markets 3) AI's impact on the economy and stock market 4) The new nomination of a new chair of Federal Reserve. With any questions or c...
2025 was a successful year for investors, even with a heightened degree of uncertainty. On this episode, some of the topics I covered include:
- Performance across various asset classes in 2025
- The outlook for 2026
- The state of the economy including data on employment, inflation, and interest rates
- The debate about if we are in a “bubble” and how AI and technology figure into our thinking
- The impact of the bull market on f...
We kick off Season 11 of Marc to Markets with Rick Meyers, Bernstein's Head of Client and Advisory Practice. On this episode we discuss:
- How the wealth management industry has changed over time and the impact it has had on investors.
- The differences in investing and the capital markets now versus in the past.
- The effect of AI on financial planning and advice.
- The changing nature of the role of a financial advisor an...
Many investors have questions about IRAs and Roth IRAs as we approach year-end. On this episode I am joined by Andrew Bishop, a Senior Wealth Strategist at Bernstein. We start with the basics on contribution limits, then dive into the impact of the one big beautiful bill act (OBBBA) on retirement planning, the math around Roth IRA conversions, and then get into some of the complexities of using IRAs for generational weal...
During the third quarter, the stock market continued to rally upon the backdrop of data points and events ranging from weakening labor markets and a government shutdown, to improving corporate profitability and a more accommodative federal reserve. It makes for an incredibly interesting time to review markets and economies. On this podcast, some of the topics I cover include:
- Stock market returns, both in the US and ...
On this episode I'm joined by frequent guest Roosevelt Bowman, Senior Investment Strategist at Bernstein. We discuss the recently released economic data on jobs and inflation. We cover what this data means for the economy, the stock market, and bonds. We discuss the impact of the AI trade on the stock market and how to think opportunistically even with markets at all-time highs. With any questions or comments, or to...
It was a volatile 2nd quarter with markets falling sharply after Liberation Day, only to be followed by a historic turnaround which brought markets to new all-time highs. And now as we enter earning seasons, will the data on the first half of the year be indicative of the path forward? Topics I cover:
- Performance of markets through the first half of the year, including the large rally in overseas stocks
- The state of t...
A common question today is how best to invest during a period of high volatility. One of the most common approaches is dollar-cost-averaging. On this episode, I dig into the topic with Chris Brigham, a Senior Research Analyst at Bernstein. His team recently updated their research on this approach. We discuss the pros and cons, who it works best for, how to implement and how to customize dollar-cost-averaging for your own...
On 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 trade
- A broad look at performance beyond just the S&P 500. This includes International and Emerging Equity Markets, Real Assets, Core Bon...
On this episode I'm joined by Matt Norton, the Chief Investment Officer for Municipal Investing at Bernstein. Matt and I discuss the importance of municipal bonds in an investment strategy. Among the topics we discuss: The pros and cons of a buy and hold strategy, the importance of credit research, how Matt's team uses AI and data science, the outlook for interest rates, and the financial health of state and l...
On this episode I review markets in 2024 and share the outlook for 2025. Topics include:
- The state of the economy
- Our outlook for interest rates and fed policy
- What election results mean for the economy, markets, and tax policy
- The potential collision course between the bond market, the fed, and proposed policies
- AIs impact on the stock market and current valuation levels
On this episode I'm joined by Anne Bucciarelli, a Director in Bernstein's Wealth Strategies Group, who focuses on Family Engagement within the Ultra-High Net Worth space. Anne and I discuss her team's recently released research piece "Wealth Beyond Measure". The research sits at the intersection of wealth, business, and family. Anne's team interviewed families with net worths ranging from $1...
The stock and bond markets continued to rally through the 3rd quarter. Investors are excited about the growth of their portfolios and also nervous about the future. For the first time in years, the Fed has cut interest rates. Topics covered include:
the impact of elections on markets under various scenarios, the performance of stock and bond markets, how to think about bonds and cash in an environment of declining i...
Earlier this month I was joined in New York City for a lunch and learn with Chris Cillizza, the author of the book Power Players: Sports, Politics, and the American Presidency. This episode is the recording of that discussion. Chris talks about various President's unique relationship with sports and the insights you can gain into understanding their Presidency through looking at them through this lend. He discusse...
How risky is the national debt? What's the different between the deficit and the national debt? How long until the debt becomes a problem? What can we do about it? Are the solutions only political? As an investor, how does the increase in the national debt impact how you allocate capital today? I dig into all of these questions and more with Chris Brigham, a Senior Research Analyst at Bernstein, who has led much of ...
The first half of the year was largely very productive for investors. Stocks reached new highs while bonds held steady with yields as high as we have seen in over a decade. I’ll cover the following topics and more:
- The performance of stock and bonds markets year-to-date;
- The outlook for inflation, the fed, and interest rates;
- What is driving the stock market higher and how to think about it going forward;
- Is AI a game...
On 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 21...
The importance of creating a financial plan, in which care for a loved one is paramount, is critical for many investors. In some cases, these plans include creating a Special Needs Trust ("SNT") as well as maximizing government assistance from Social Security and Medicaid. On this episode we dive deep into this important topic with Ashley Velategui, a Director in Bernstein's Wealth Strategies Group. We exp...
The first quarter was terrific for stocks, but just two weeks into April that may already feel like a distant memory. As discussed in my last quarterly update, the fed and interest rates were the focus to start the year. And while the delay in interest rate cuts came as a surprise to most market participants, it was in line with my outlook last quarter. Topics covered in this episode include:
- The state of the econom...
Everywhere you look people are talking about Artificial Intelligence (AI). How will AI change the world? Will AI put millions of people out of work? Will AI mean a stock market boom or the end of many companies as we know them? Why is AI powering the S&P 500 gains of the past 6 months and is it sustainable? I dig into all of these questions and more with Chris Brigham, a Senior Research Analyst at Bernstein, who has ...
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