Episodes

  • 03.24.26 - Are we headed for a recession?

    03.24.26 - Are we headed for a recession?
    Mar 25 2026
    As the first quarter of 2026 comes to a close, this episode offers a timely status check on the economy and overall market sentiment. We’ll dig into how markets are absorbing major global headlines—from Middle East unrest to volatile oil prices and renewed concerns about supply chains. We’ll also break down the uncertainty surrounding inflation and central bank policy and highlight the key economic signals worth watching as the year unfolds.
    Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.
    Read the full transcript
    View the slides
    Watch the video replay
    Show more Show less
    30 mins
  • 03.17.26 - Energy: The global implications

    03.17.26 - Energy: The global implications
    Mar 18 2026
    This episode of Market Sense dives into the unfolding conflict in Iran and how the tanker shutdown in the Strait of Hormuz is affecting global energy markets. You'll hear from a Fidelity portfolio manager about why a prolonged closure could disrupt everything from oil and gas prices to major supply chains. We also break down what’s driven the energy sector’s strong year‑to‑date performance, and what opportunities and risks might lie ahead in 2026. Plus, we’ll explore how higher fuel costs could influence inflation and the Fed’s thinking about interest rates.
    If you want more insights from our Fidelity portfolio managers, bookmark this page for the latest articles, and videos regarding potential investing opportunities and risks.
    Read the full transcript
    View the slides
    Watch the video replay
    Show more Show less
    26 mins
  • 03.10.26 - Ways to help reduce taxes on stocks & bonds

    03.10.26 - Ways to help reduce taxes on stocks & bonds
    Mar 10 2026
    As tax‑filing season approaches, this episode of Market Sense takes a look at ways investors can manage taxes more effectively throughout the year. We walk through investments that can offer tax-advantaged passive income. We break down how strategies like direct indexing, tax‑loss harvesting, and thoughtful asset location can influence after‑tax outcomes. Plus, we’ll get you caught up on the latest market headlines in about 20 minutes.
    Click here to learn more about direct indexing and if this strategy is right for you.
    Read the full transcript
    View the slides
    Watch the video replay
    Show more Show less
    28 mins
  • 03.03.26 - Iran conflict: investment strategies for uncertainty

    03.03.26 - Iran conflict: investment strategies for uncertainty
    Mar 4 2026
    The headlines are moving fast, but this Market Sense special report will tackle the escalating conflict in Iran and what this new geopolitical risk could mean for the markets and the global economy. Our Fidelity leaders discuss the impact on oil prices, and how higher energy costs could affect consumers. We’ll also discuss why safe-haven assets like gold are climbing and how uncertainty is driving volatility across stocks and bonds.
    Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.
    Read the full transcript
    View the slides
    Watch the video replay
    Show more Show less
    28 mins
  • 02.24.26 - Supreme Court tariff ruling: what’s next?

    02.24.26 - Supreme Court tariff ruling: what’s next?
    Feb 25 2026
    In a landmark ruling, The Supreme Court has struck down the sweeping global tariffs. On this episode of Market Sense, Fidelity leaders unpack the implications of this decision, explore possible next steps, and discuss what it could mean for the markets, the economy, and consumers.
    Bookmark the Fidelity Viewpoints Market Insights webpage for the latest on market headlines and volatility.
    Read the full transcript
    View the slides
    Watch the video replay
    Show more Show less
    26 mins
  • 02.10.26 - What’s going on with the prices of gold & silver?

    02.10.26 - What’s going on with the prices of gold & silver?
    Feb 11 2026
    What’s really going on with gold and silver? Whether you’re just curious, feeling cautious, or feeling a little FOMO, this episode of Market Sense tackles the questions viewers keep asking about precious metals. A veteran portfolio manager joins us to talk about what he thinks is behind the record surge and recent volatility, why it’s happening now, and what it could mean for your investments going forward.
    Click here to research the latest stock pricing and performance as well as investment ideas using Fidelity's free stock screener tool.
    Read the full transcript
    View the slides
    Watch the video replay
    Show more Show less
    29 mins