Many investors want a one-stop site to access clear, credible thinking on the markets and investing. Fisher Investments Market Insights was created to address this need, providing succinct, entertaining and savvy thinking on global capital markets. Our goal is to provide discerning investors the most essential information and commentary to stay in tune with what's happening in the markets, while providing unique perspectives on essential financial issues.
Ken Fisher Answers When to Buy a Home and the Impact of Tariffs – September 2024
In this episode, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher answers a new round of listener questions. Ken shares his thoughts on the current state of investor sentiment, along with discussing when is the best time to buy a home. He also discusses the impact of tariffs on the economy.
Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
9/24/2024 • 16 minutes, 43 seconds
Ken Fisher Discusses US National Debt Fears - June 2024
In this episode, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher addresses a common investor concern—US national debt.
Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/june-2024-ken-fisher-discusses-us-national-debt-fears, where you’ll find links to more information and resources to help you become a more informed investor.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
6/21/2024 • 11 minutes, 16 seconds
Ken Fisher on Inflation, When to Buy and Emerging Markets Opportunities Beyond China - Apr 2024
In this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers a new round of listener questions. Ken provides his inflation outlook and why you should be forward looking when buying stocks. He also offers his thoughts on the state of the commodity market and highlights emerging markets opportunities outside of China.
Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/apr-2024-ken-fisher-answers-questions-on-inflation, where you’ll find links to more information and resources to help you become a more informed investor.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
4/24/2024 • 10 minutes, 57 seconds
Capital Markets Update Excerpts - March 2024
This episode features excerpts from the recent Fisher Investments’ client-exclusive Capital Markets Update session which includes insights from Fisher Investments’ Investment Policy Committee. Learn more about why short-term volatility is inherent to stocks and Ken Fisher thoughts on the state of investor sentiment. We also share our thoughts on inflation and interest rate outlook.
Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/mar-2024-capital-markets-update-excerpts , where you’ll find links to more information and resources to help you become a more informed investor.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
3/27/2024 • 30 minutes, 7 seconds
Ep. 24-002 Where will stocks go in 2024? - Feb 2024
In this episode, Fisher Investments’ Senior Vice President of Research Aaron Anderson chats with Naj Srinivas about our outlook for capital markets in 2024. They discuss how the start of the current bull market was somewhat atypical and reflect on where they see investor sentiment today as well as expectations for stocks in 2024. Aaron also addresses some potential risks for equity markets.
Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/feb-2024-where-will-stocks-go-in-2024, where you’ll find links to more information and resources to help you become a more informed investor.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
2/16/2024 • 29 minutes, 45 seconds
Ken Fisher discusses the Fibonacci analysis and his expectations for US GDP in 2024– Feb 2024
In this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers a new round of listener questions. Ken explains why the Fibonacci analysis isn’t useful for stock prediction, what happens if the reverse repo market and the treasury funds get drained and what he expects for U.S. GDP in 2024. Lastly, he debunks any correlation between inflation and debt.
Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/jan-2024-ken-fisher-discusses-the-fibonacci-analysis , where you’ll find links to more information and resources to help you become a more informed investor.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
2/2/2024 • 7 minutes, 42 seconds
Ken Fisher on the European Economy, Bonds and if 2024 is the year for Small Cap Stocks – Jan 2024
In this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers a new round of listener questions. Ken covers his economic outlook on Eastern European countries, if bonds are the asset class of the hour, and if 2024 is the year for small caps and lastly, book recommendations on investing.
Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
1/8/2024 • 7 minutes, 28 seconds
Ken Fisher Answers Questions on Stocks vs Bonds, China’s Economy and Bull Market Risks – Dec 2023
In this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers a new batch of listener questions. Ken covers why stocks are superior to other assets, even with high interest rates; why the global economy continues to grow despite China’s slowing economy; and some of the underappreciated risks to the current bull market.
Visit our episode page (https://www.fisherinvestments.com/en-us/insights/podcasts/dec-2023-ken-fisher-answers-questions-on-stocks-vs-bonds), where you’ll find links to more information and resources to help you become a more informed investor.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
12/15/2023 • 11 minutes, 48 seconds
Ken Fisher Answers Questions on Biotech, Energy and the Fed - June 2023
In this episode, Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher answers more common listener questions about finance and investing. Ken looks at whether biotech stocks do well during recessionary periods, and whether he thinks now is a good time for investors to consider energy stocks. Ken also gives his thoughts on value dividend investing and central banks.
6/28/2023 • 15 minutes, 7 seconds
Ken Fisher Answers Your Questions - April 2023
On this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers common listener questions. Ken covers sequence of returns, asset allocation, impacts from the Federal Reserve’s monetary policy decisions and implications of an inverted yield curve.
Visit our episode page, where you’ll find links to more information and resources to help you become a more informed long-term investor.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
4/14/2023 • 16 minutes, 52 seconds
Three Investing Trends To Watch In 2023 - March 2023
On this episode, we’ll look at three big investment themes you may want to watch in 2023: inflation, rising interest rates and the potential for a recession. You’ll hear from some Fisher Investments’ main portfolio decision makers — members of the Investment Policy Committee.
On our episode page (https://www.fisherinvestments.com/en-us/insights/podcasts/march-2023-three-investing-trends-to-watch-in-2023), you’ll find links to more information and resources on some of the topics covered in this episode.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
3/16/2023 • 29 minutes, 42 seconds
Becoming an Effective Long-Term Investor - Nov. 2022
Achieving your long-term investing goals can be easier if you have a solid plan. But, when markets get turbulent, even experienced investors can question their decisions. On this episode, we ’ll examine ways to become a more effective long-term investor and stick to your plan over time.
Visit our episode page, where you’ll find links to more information and resources to help you on the path to becoming a more effective long-term investor.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
11/14/2022 • 16 minutes, 43 seconds
Russia, Inflation and the Energy Sector - June 2022
The energy sector and energy companies are connected to many of the biggest news stories of 2022: the Russia-Ukraine conflict, the subsequent Western sanctions and the ongoing inflation situation. In this episode, we examine how this critical sector affects the global economy and financial markets.
Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights), where you’ll find links to more information and resources about how markets are reacting to the energy sector, inflation and the Russia-Ukraine conflict.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
6/29/2022 • 31 minutes, 4 seconds
Protecting Your Family From Financial Scams – Jan 2022
Financial scams and fraud affect more and more people around the world. In this episode, we examine who’s at risk and discuss some tips to help you recognize scams. We also investigate three common types of scams (advance-pay scams, romance scams and trusted-individual scams) to understand how they work and how to protect against them.
Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights/january-2022-protecting-your-family-from-financial-scams) where you’ll find links to more information and resources to help you identify and report scams and fraud to protect your family.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
1/31/2022 • 19 minutes, 53 seconds
Insights on Inflation, Supply Chains, China & More – Dec. 2021 Listener Mailbag
This episode features insights from across Fisher Investments to answer listener questions about inflation and explore how labor shortages and supply chain disruptions are affecting stocks. We also delve into the latest on China.
Visit our episode page [https://www.fisherinvestments.com/en-us/podcasts/market-insights], where you’ll find links to more information about these topics.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
12/29/2021 • 39 minutes, 43 seconds
Capital Markets Update Excerpts - Oct 2021
This episode features timely insights from members of Fisher Investments’ Investment Policy Committee. Learn why the COVID-19 Delta variant and slower economic growth aren’t necessarily headwinds for stocks. Also, find out more about the current inflation situation and what market risks may sit on the horizon. And Ken Fisher shares his thoughts on the state of the current bull market. The episode features excerpts from one of Fisher Investments’ recent client-exclusive Capital Markets Update sessions.
Visit our web page (https://www.fisherinvestments.com/en-us/podcasts/market-insights), where you’ll find links to more information about these topics.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
10/28/2021 • 24 minutes, 37 seconds
Financial Planning Tips to Round Out 2021 - August 2021
In this episode, we examine some important financial planning tips to consider in the second half of 2021. Host Mike Hanson (Senior Vice President of Research) interviews Hailey Bill (Associate Vice President of Financial Planning) about the impact of recent legislation on families’ financial planning. Mike and Hailey also discuss why investors might consider a Roth IRA conversion in the remaining months of 2021, as well as charitable gifting strategies that could save your family money in the long run.
Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) where you’ll find links to more information about these topics, along with important deadlines for financial planning.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
8/23/2021 • 21 minutes, 54 seconds
May 2021 - Listener Mailbag Part 2
In part 2 of 2, we answer listener questions about trade and explore how cybersecurity is affecting investors’ discussions about trade. We also explore questions about China’s economic recovery and the proposed US infrastructure plans.
This episode features Mike Hanson—Senior Vice President of Research, member of Fisher Investments’ Investment Policy Committee and host of The Well-Read Investor.
Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) where you’ll find links to more information about these topics.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
5/28/2021 • 17 minutes, 39 seconds
May 2021 - Listener Mailbag Part 1
In part 1 of 2, we answer listener questions about cryptocurrencies and evaluate investor expectations about inflation. This episode features Mike Hanson—Senior Vice President of Research, member of Fisher Investments’ Investment Policy Committee and host of The Well-Read Investor.
Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) where you’ll find links to more information about these topics.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
5/14/2021 • 21 minutes, 34 seconds
March 2021 - Capital Markets Update Excerpts
This episode features insights from members of the Fisher Investments’ Investment Policy Committee. Learn more about lessons investors can learn from 2020, the importance of a macroeconomic perspective for stock investors, and what potential trouble spots might be on the horizon. Also, find out why the reality of the continuing economic recovery doesn’t always match up with the perception. And Ken Fisher shares his thoughts on how political gridlock could affect markets in the US and the rest of the world. The episode features excerpts from one of Fisher Investments’ recent client-exclusive Capital Markets Update sessions.
Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) where you’ll find links to more information about these topics.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
3/15/2021 • 19 minutes, 56 seconds
January 2021 - Family Finance Ideas to Kick Off 2021
If you want to get better control over your money and investments in 2021, head of Fisher Investments’ International Private Client group, Carrianne Coffey, has some strategies you can try. She joins Market Insights to kick off 2021 and discuss how asset-allocation decisions, emergency funds and regular family finance check-ins can help you secure your financial future.
Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) for more information. There, you’ll find a full transcript and links to even more Fisher Investments' content.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
1/25/2021 • 22 minutes, 52 seconds
November 2020 - How to Become a Well-Read Investor with Michael Hanson
Becoming a better investor means having an information advantage.
Fisher Investments’ Senior Vice President of Research, Mike Hanson, joins the program to discuss how his podcast The Well-Read Investor can help listeners broaden their investing horizons.
Visit our web page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) for more information. There, you’ll find a full transcript and links to all of the books we mention in this episode.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
11/30/2020 • 22 minutes, 33 seconds
October 2020 - ESG Investing
Investors today are increasingly considering environmental, social and governance (ESG) factors in the search for new opportunities and emerging risks. In this episode, we examine what happens when investors align their strategy and values. Fisher Investments’ Senior Vice President of Research, Aaron Anderson, joins host Naj Srinivas to discuss the history of ESG investing and how investors should think about it.
10/30/2020 • 19 minutes, 34 seconds
September 2020 - Capital Markets Update Excerpt
This special extra episode features insights from members of the Fisher Investments’ Investment Policy Committee. Learn more about inflation, gold as an investment, and the potential market impacts from deteriorating US-China relations. Also, find out what underappreciated positives the market is currently discounting. And Ken Fisher shares his thoughts on the upcoming US elections. The episode features excerpts from one of Fisher Investments’ client-exclusive Capital Markets Updates sessions.
Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) where you’ll find links to more information about these topics.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
9/18/2020 • 23 minutes, 2 seconds
August 2020 - Practical Tips for Managing Your Family's Finances
In this episode, we take a unique look at overcoming some of the financial obstacles that families encounter. Host Naj Srinivas talks with Jill Hitchcock, the head of Fisher Investments’ US Private Client Group. Working with clients for over 20 years, Jill has seen almost every challenge finances can throw at a family, and she shares insights from her personal experience in a new monthly column. In their conversation, Naj and Jill discuss overcoming financial fears, restoring some order to your family finances and setting an easy long-term strategy that can help you move closer to your financial goals.
Visit our episode page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) for more information. There, you’ll find links to Jill’s recent articles on family finances.
And if you have questions about capital markets, investing or personal finance, email us at [email protected]. We may use them in an upcoming episode.
8/21/2020 • 19 minutes, 14 seconds
July 2020 - Listener Mailbag Part 2
In this episode, we answer listener questions about the market effects of a potential second wave of COVID-19. We also examine the investor phenomenon of “breakevenitis” and whether gold brings a shine to your investment portfolio during times of volatility. This episode features Client Communications Group Vice President Naj Srinivas, along with Managing Editor Todd Bliman; Client Services Program Manager Wendy Nicholsen; and US Private Client Services Executive Vice President K.C. Ellis.
Visit our show page (https://www.fisherinvestments.com/en-us/podcasts/market-insights) and click on this episode for even more information. You’ll find links to our COVID-19 resource page, more info on “breakevenitis” and Ken Fisher’s thoughts on where gold might fit in your asset allocation.
Email us at [email protected] with your investing questions. We may use them in our next Listener Mailbag episode.
6/30/2020 • 20 minutes, 21 seconds
June 2020 - Listener Mailbag
In this episode, we answer listener questions on the potential impact of swelling government debt and the possible inflation implications from government COVID aid. This episode features Client Communications Group Vice President Naj Srinivas, along with Client Services Program Manager, Wendy Nicholsen, and US Private Client Services Executive Vice President K.C. Ellis.
6/11/2020 • 19 minutes, 28 seconds
May 2020 - Energy Sector and Oil Update
We review recent energy sector developments like declining demand, negative oil futures and off-again on-again OPEC+ deals. Featuring Client Communications Group Vice President Naj Srinivas and Senior Research Analyst Brad Rotolo at Fisher Investments.
5/1/2020 • 18 minutes, 16 seconds
April 2020 - CARES Act Impacts for Individuals and Small Business Owners
Learn about the tax, investment, and financial implications for individuals and small business owners from the government’s recently passed Coronavirus Aid, Relief and Economic Security (CARES) Act. Featuring Client Communications Group Vice President Naj Srinivas and Hailey Bill, Vice President of Financial Planning at Fisher Investments.
4/13/2020 • 17 minutes, 16 seconds
Coronavirus And Market Update Webinar
This podcast features an audio excerpt from a Market Update Webinar provided exclusively for Fisher Investments clients. In this podcast, Fisher Investments’ Senior Vice President of Research and Investment Policy Committee Member, Michael Hanson discusses recent market volatility and our current outlook.
Since hitting all-time highs in mid-February, markets entered one of the swiftest downturns in history, largely based on fears over the COVID-19 pandemic. Despite all the fear, we believe what’s most important for investors is to stay disciplined and avoid short-sighted investing mistakes.
While many believe recession is a foregone conclusion, we aren’t so sure. Institutional closures in response to the pandemic increase the likelihood of recession, but the duration of these closures matters a lot too. Michael discusses three potential scenarios regarding the COVID-19 pandemic and what each might mean for markets.
To stay up to date on Fisher Investments’ market outlook, please subscribe today.
3/20/2020 • 20 minutes, 3 seconds
September 2019 Brexit Update
In this episode, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Seth Groener about Brexit—recent events, the current timeline and potential outcomes. Recorded September 20.
9/24/2019 • 16 minutes, 9 seconds
Summer 2019 - Capital Markets Update Excerpt
In this presentation, you will hear the Investment Policy Committee discussing the firm’s current portfolio strategy. The main feature is approximately 13 minutes.
Featuring: Ken Fisher, Executive Chairman & Co-Chief Investment Officer; Jeff Silk, Vice Chairman & Co-Chief Investment Officer; Bill Glaser, Executive Vice President, Portfolio Management; Aaron Anderson, Senior Vice President, Research; Michael Hanson, Senior Vice President, Research; Jessica Smith, Client Services Vice President.
9/6/2019 • 13 minutes, 39 seconds
Yield Curve Changes and the Current Lending Environment
In this episode, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Christo Barker about changes to the short and long end of the yield curve in recent months, how this has affected the lending environment, and other considerations and drivers for the Financials sector. Recorded August 30, 2019.
9/4/2019 • 16 minutes, 24 seconds
Ken Fisher on the Bull Market’s 10th Anniversary
Description: In this podcast, Client Communications Group Vice President Naj Srinivas speaks with Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher about the past 10 years of this bull market—including how it started, how it has progressed and whether there is still more room to run.
3/15/2019 • 17 minutes, 45 seconds
Trade Wars, Yield Curves, Government Shutdowns and Other Recent Client Questions
In this episode, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Scott Botterman about recent common client questions. Recorded February 1,
2/6/2019 • 20 minutes, 35 seconds
Ken Fisher's 2019 Market Forecast
In this episode, Client Communications Group Vice President Naj Srinivas speaks with Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher about 2018’s end-of-year volatility and his market forecast for 2019.
1/15/2019 • 21 minutes, 32 seconds
Ken Fisher on Bear Market Signs
In this episode, Client Communications Group Vice President Naj Srinivas speaks with Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher about bear markets, how they begin, their anatomy and timing. Recorded October 8, 2018.
1/8/2019 • 18 minutes, 24 seconds
Perspectives on Recent Market Volatility
In this episode, Client Communications Group Vice President Naj Srinivas speaks with Investment Policy Committee member Michael Hanson about what’s driving recent market volatility and the firm’s outlook looking forward. Recorded December 19, 2018.
12/20/2018 • 20 minutes, 17 seconds
Ken Fisher on Market Volatility
In this podcast, Client Communications Group Vice President Naj Srinivas speaks with Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher about market volatility so far in 2018.
10/31/2018 • 12 minutes, 48 seconds
Ken Fisher on Why Poor States Have Republican Legislatures and Rich Have Democratic
In this podcast, Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher discusses his recent USA Today article on the partisan composition of US state legislatures. Recorded October 23, 2018.
10/23/2018 • 19 minutes, 8 seconds
October 2018 – US Political Update with Ken Fisher
In this podcast, Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher shares his thoughts on recent US political developments and how they may impact capital markets. Recorded October 9, 2018.
Follow Ken on twitter @KennethLFisher.
10/15/2018 • 17 minutes, 26 seconds
October 2018 - Brexit Update
In this podcast, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Seth Groener about recent Brexit developments. Recorded October 3, 2018.
10/10/2018 • 19 minutes, 12 seconds
September 2018 - Energy Update
In this podcast, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Bradley Rotolo about recent developments in energy. Recorded September 21, 2018.
9/27/2018 • 12 minutes, 43 seconds
August 2018 - European Politics Update
In this podcast, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Christo Barker about recent developments in European Politics. Recorded July 26, 2018.
8/8/2018 • 19 minutes, 15 seconds
June 2018 – Emerging Markets Update
In this podcast, Communications Group Vice President Naj Srinivas speaks with Research Analyst Scott Botterman about recent developments in emerging markets and our current outlook.
6/29/2018 • 17 minutes, 10 seconds
June 2018 - Recent Stock Market Volatility
This podcast is an excerpt from a client-only webinar regarding the recent stock market volatility. The webinar features Executive Vice President of Portfolio Management Bill Glaser highlighting the different signs that we look for when evaluating if current market volatility is a cause for concern.
6/5/2018 • 15 minutes, 19 seconds
June 2018 – Protecting Yourself from Fraud
This podcast episode features an excerpt from our client webinar ”Protecting Yourself from Fraud.” In the episode, Client Services Group Manager Seji Alexander and Group Vice President of Corporate Communications Naj Srinivas discuss online identity and how to protect your personal information.
6/4/2018 • 37 minutes, 21 seconds
April 2018 - Understanding Recent Market Volatility
This video is an excerpt from a client-only event regarding the recent market volatility. The webinar features Senior Vice President of Research Michael Hanson and Group Vice President Erik Renaud highlighting the different signs that we look for when evaluating if current market volatility is a cause for concern.
4/4/2018 • 8 minutes, 19 seconds
Winter 2018 - Capital Markets Update Excerpt
In this presentation, you will hear the Investment Policy Committee discussing the firm’s current portfolio strategy. The main feature is approximately 22 minutes. Featuring: Ken Fisher, Executive Chairman & Co-Chief Investment Officer; Jeff Silk, Vice Chairman & Co-Chief Investment Officer; Bill Glaser, Executive Vice President, Portfolio Management; Aaron Anderson, Senior Vice President, Research; Michael Hanson, Senior Vice President, Research; Erik Renaud, Group Vice President.
3/26/2018 • 22 minutes, 34 seconds
March 2018 - Tax Reform and How It Impacts You
This video is an excerpt from a client-only webinar regarding the recent tax reform. The webinar features Client Communications Vice President Naj Srinivas highlighting the tax changes and how they may impact markets and the economy.
3/23/2018 • 23 minutes, 41 seconds
December 2017 – A Recap of Our 2017 Forecast
In this podcast, Corporate Communications Vice President Naj Srinivas speaks with Group Vice President of Client Services Erik Renaud. They recap our 2017 forecast and detail how markets performed relative to our expectations.
Time stamps:
00:30 – Our previous 2017 forecast
02:50 – How long can the bull market go?
03:40 – Average bull market lifetime
05:00 – Our previous 2017 economic forecast
06:30 – Political impact on stocks in 2017
09:30 – Tax reform’s market impact
12:30 – Foreign leadership in 2017
14:00 – Market sentiment moving forward
12/21/2017 • 16 minutes, 1 second
Summer 2017 - Capital Markets Update Excerpt
In this presentation, you will hear the Investment Policy Committee discussing the firm’s current portfolio strategy. The main feature is approximately 16 minutes. Featuring: Ken Fisher, Executive Chairman & Co-Chief Investment Officer; Jeff Silk, Vice Chairman & Co-Chief Investment Officer; Bill Glaser, Executive Vice President, Portfolio Management; Aaron Anderson, Senior Vice President, Research; Michael Hanson, Senior Vice President, Research; Jessica Smith, Client Services Manager.
Time stamps:
00:45 – Introductions
01:05 – Healthcare and Tax Reforms’ Effect on Stocks
02:50 – Political Gridlock
04:45 – Not a Trump Rally
08:30 – The Media’s Impact on Investor Sentiment
11:05 – The President’s War with the Media
12:10 – Ken Fisher’s USA Today column
12:50 – Stocks at All-Time Highs
10/26/2017 • 15 minutes, 30 seconds
October 2017 - After Equifax, How to Protect Yourself from Fraud
This podcast is an excerpt from a client webinar regarding the recent Equifax data breach. The webinar features Corporate Communications Group Vice President Naj Srinivas and Research Analyst Ben Thistlethwaite providing advice on how to protect yourself and discussing the breach’s market impact.
Time stamps:
01:05 – What Can You Do?
04:45 – Consider Freezing Your Credit
09:20 – Consider ID Theft Protection Services
11:40 – What to Do If Your Identification Has Been Stolen
13:20 – Other Tips to Protect Yourself
21:50 – Characteristics of Scams and Frauds
23:45 – Market and Economic Impact of the Breach
28:55 – Global Bull Market
29:35 – Regulatory Risk
10/24/2017 • 32 minutes, 51 seconds
October 2017 - Natural Disasters And Market Impact
In this podcast, Communications Group Vice President Naj Srinivas speaks with Capital Markets Team Leader Brad Pyles about the economic effects of hurricanes, earthquakes and other natural disasters.
Time stamps:
01:15 – Historical Market Reactions
02:45 – Opportunities?
04:30 – Disasters’ Impact in Perspective
05:00 – Effect on Insurers
06:45 – What Could Cause A Bear Market?
09:45 – Where is Market Sentiment Today?
10/10/2017 • 12 minutes, 17 seconds
August 2017 - North Korea Update
In this podcast, Communications Group Manager Naj Srinivas speaks with MarketMinder Writer and Editor Elisabeth Dellinger about recent tensions between the US and North Korea and our current outlook. For more on our thoughts, check out our recent MarketMinder article Stocks’ Calm Isn’t Irrational.
Time stamps:
00:50 – North Korea Overview
02:15 – Possible Market Implications
03:45 – Historical Comparisons: Cuban Missile Crisis
04:45 – North Korea’s Motivation
06:10 – China’s Role
07:30 – Market Impact Of War
09:00 – Possibility of Preemptive Attack on US
11:00 – Investing Takeaway
8/30/2017 • 13 minutes, 33 seconds
June 2017 - Emerging Markets Update
In this podcast, Communications Group Manager Naj Srinivas speaks with Research Analyst Scott Botterman about recent developments within Emerging Markets and our current outlook.
0:50 – MSCI announces Chinese A shares to be included in Emerging Markets index
2:40 – Market capitalization and impact of Chinese A shares
4:50 – Differentiating between Frontier, Emerging, and Developed Markets
8:15 – Moody’s downgrading of Chinese Debt
10:15 – Effects of India’s recent demonetization program
13:10 – Brazil’s Carwash Scandal
15:35 – Political Corruption within Emerging Market countries
17:20 –US currency and interest rate impacts on Emerging Markets countries
6/23/2017 • 22 minutes, 12 seconds
June 2017 - Energy Sector Update
In this podcast, Communications Group Manager Naj Srinivas talks to Research Analysts Luis Casian and Brad Rotolo about the Energy sector’s recent developments and our current outlook.
00:56 - Major Energy stories
01:48 - OPEC vs. US production
03:50 - What could cause oil to venture out of its recent norm near $50?
05:30 - Recent globalized nature of oil production
07:03 - Technological improvements in fracking
09:15 - Natural gas by products
10:13 - US production meets demand
6/13/2017 • 19 minutes, 20 seconds
May 2017 - Market Update
In this podcast, we talk to US Private Client Services Vice President Erik Renaud about some recent client questions on the market and our current outlook. Topics include all-time market highs, Trump Administration tax and trade policy, European elections and bear market causes. We also discuss some of the economic fundamentals supporting Fisher Investments’ bullish outlook.
5/15/2017 • 21 minutes, 24 seconds
A Re-Introduction to The Ten Roads to Riches
In this podcast, we talk to Content Analyst Elisabeth Dellinger about the recently released second edition of The Ten Roads to Riches.
5/11/2017 • 18 minutes, 57 seconds
Adviser’s Corner: April 2017
In this podcast, we discuss our firm’s views on some common client questions from around the country.
4/28/2017 • 21 minutes, 50 seconds
2017 Market Outlook
Fisher Investments’ Investment Policy Committee discusses the firm’s views on capital markets and the economy.
3/10/2017 • 17 minutes, 28 seconds
February 2017 - Talking Trump and Trade
In this podcast, we interview Content Analyst Elisabeth Dellinger on recent talk of protectionism, border taxes and trade.
2/15/2017 • 18 minutes, 18 seconds
January 2017 - How to Read the Modern Financial News
In this podcast, we talk to Content Group Manager Todd Bliman about how to read the modern financial news.