Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: Markets closed mixed as investors rotated out of AI and growth stocks. Despite volatility, the S&P 500 eked out a small weekly gain and is now up ~2.4% during the 43-day
Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: The S&P 500 fell for a second consecutive week. So fair, it is the weakest start to November since 2008. Technology and growth stocks led declines amid renewed scrutiny of AI valuations
We usually share three takeaways from our Invest Well, Be Well podcast guests. But when you talk with Chip Roame, five just feels right. Chip is the Managing Partner of Tiburon Strategic Advisors and one of the most respected and insightful voices in the asset management, wealth management, and fintech
A question everyone seems to be asking these days: How are you using AI? The follow-ups come quickly: How is it helping you? and How might it be hurting you? Personally, I’ve found AI to be a legitimate productivity enhancer. I’m getting a lot more done because I
Every once in a while, you get to interview someone who doesn’t just talk about high performance. They live it. That’s my friend Chris Riggio. I have known Chris for years, and he’s one of those rare leaders who brings as much energy to a soccer field
Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks • Last Week: The Federal Open Market Committee (FOMC) delivered the widely-anticipated 25 bp cut, moving the federal funds target to 3.75 %-4.00 %. But the accompanying tone was more hawkish than many expected as Chair
When Robyn Murray and I sat down with Allison Bonds Mazza, Managing Director at State Street Global Advisors, for Invest Well, Be Well, we knew the conversation would blend professional insight with personal depth. Allison has built an extraordinary career leading one of the most respected ETF organizations in the
Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks • Last Week: U.S. stocks hit new highs as inflation data came in softer than expected (though still hitting a new 18-month high) and solid earnings from key companies provided support. • The Week Ahead: A busy
I say three takeaways, but honestly, there are so many from this conversation. Just listen to the podcast. It’s packed with wisdom. In our latest episode of Invest Well, Be Well, Robyn Murray and I sat down with Arthur Fratelli, also known as The Amazing Arthur. He is a
Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: U.S. stocks rebounded after a sharp October 10 crash as the S&P 500 ended the week higher, aided by strong bank earnings and tentative easing in U.S.–China trade tensions.
In our latest Invest Well, Be Well episode, Robyn Murray and I sat down with Skyler Steinke, Managing Director of the Digital Assets Group and co-host of the Alt Funds Network podcast. Skyler is one of the most thoughtful voices in alternatives today—an area that’s becoming increasingly vital
Talking Points for The Week That Was and The Week Ahead Executive Summary Sparks * Last Week: Markets stumbled into mid-October as the S&P 500 fell 2.7%, with its worst day since April, amid renewed trade tensions, a government shutdown entering its second week, and surging gold prices