Episodes: 114
Frequency: Irregular
Rating: 4.9/5.0
Estimated listeners: 100 - 1,000
Gender skew: Neutral
Listener location: USA
Publicly listed emails
marc.penziner@bernstein.com
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Marc Penziner - Financial markets commentator and host focused on investing, personal finance, wealth, and economic issues.
Aaron Bates - Research On How Wealthy Families Think About Wealth, Financial Privacy, Identity After Liquidity Events, And Discussing Money With The Next Generation.
Chris Brigham - Global Trade, Supply Chains, Portfolios, Currencies, And The Future Role Of The U.s. Dollar As The World's Reserve Currency.
Roosevelt Bowman - Market Volatility, Oil Prices, Private Credit, Artificial Intelligence's Impact On Markets, And Federal Reserve Policy.
The Bond Market and Interest Rates Grab The Headlines
September 18, 2026
Send us Fan MailWith the 10 Year Treasury hitting 5%, the bond market has taken center stage for many investors. On this episode, my Bernstein partner Rafa Bru and I discuss all the big issues in the bond market. Some of the topics include:The purpose of bonds in an investment portfolioHow bond prices work and their relationship to interest ratesOur outlook for bond returns going forwardForecast for the fed and interest rates changesThe factors driving interest rates higherHow best to structu...
First Half 2026 Review and Outlook for Remainder Of The Year
August 05, 2026
Send us Fan MailIt was an excellent 2nd quarter, with markets rallying sharply after the March sell-off related to the Iran War. And now as we are enter earning seasons, will the data on the first half of the year be indicative of the path forward? On this episode, I covered: Performance of markets through the first half of the yearThe current state of the economy, inflation, and employmentThe impact of AI on the market, both near and longer term, and concerns of a bubbleThe Fed’s next potent...
Wealth, Identity, and the Unspoken Challenges of Success
May 21, 2026
Send us Fan MailOn this episode, I'm joined by Aaron Bates, Head of Bernstein's Ultra-High-Net-Worth practice. We discuss some of the key findings from his team's recent research study on how families think about wealth, as well as some of the more emotionally charged issues for wealthy families. Aaron discusses what he learned from speaking directly with UHNW families through the extensive research process. He shares how the desire and need for financial privacy can lead to a ...
Money Life with Chuck Jaffe · Medium booking difficulty · 1,000 - 10,000 listeners
Publicly listed emails
marc.penziner@bernstein.com
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