Episodes

  • Iran war, oil backwardation, and the Fed’s next move

    Iran war, oil backwardation, and the Fed’s next move
    Mar 25 2026

    Listen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications.
    Show more Show less
    23 mins
  • When policy, AI, and markets test investor conviction

    When policy, AI, and markets test investor conviction
    Mar 2 2026
    Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure.
    Show more Show less
    28 mins
  • Growth to inflation: 4 things that may surprise in 2026

    Growth to inflation: 4 things that may surprise in 2026
    Jan 6 2026
    Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
    Show more Show less
    20 mins
  • Employment, inflation, and AI: Looking back on 2025

    Employment, inflation, and AI: Looking back on 2025
    Nov 25 2025
    Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
    Show more Show less
    20 mins
  • Stocks get stronger while labor market gets weaker. What’s next?

    Stocks get stronger while labor market gets weaker. What’s next?
    Sep 22 2025
    From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in.
    Show more Show less
    24 mins
  • Labor market slows as tech drives US economic growth

    Labor market slows as tech drives US economic growth
    Aug 22 2025

    Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts.
    Show more Show less
    27 mins
  • Five institutional investment trends – midyear 2025

    Five institutional investment trends – midyear 2025
    Aug 15 2025
    From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025.
    Show more Show less
    10 mins
  • US dollar weakness and tariff impact surprises

    US dollar weakness and tariff impact surprises
    Jul 11 2025

    Jack Janasiewicz and Brian Hess discuss the unexpected shift in the US dollar and just how adverse tariff impacts may be.
    Show more Show less
    24 mins