Marc To Markets
95 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 18 ratingsOn this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.
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Episodes
Artificial Intelligence Is All The Rage
March 06, 2024 05:00 - 29 minutes - 20 MBEverywhere you look people are talking about Artificial Intelligence (AI). How will AI change the world? Will AI put millions of people out of work? Will AI mean a stock market boom or the end of many companies as we know them? Why is AI powering the S&P 500 gains of the past 6 months and is it sustainable? I dig into all of these questions and more with Chris Brigham, a Senior Research Analyst at Bernstein, who has led much of a research on Artificial Intelligence. With any questions or co...
Tax Reports In Advance of April 15th
February 16, 2024 18:00 - 8 minutes - 5.56 MBAs we get closer to April 15th taxes take center stage. On this episode I walk you through all the reporting information to pass along to your accountant or tax preparer. I cover when reports will be released, which reports to use, which reports are best for each account type and need. With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655. The information presented and opinions expressed are solely the v...
2023 Recap and 2024 Outlook
January 22, 2024 15:00 - 38 minutes - 26.3 MB2023 was an interesting year for stocks. Commonly held worries about inflation and a slowing economy were proven incorrect. After 3 quarters of middling returns for stocks and negative returns for bonds, 4th quarter was a period of enormous gains for investors across all asset classes. On this episode I cover 2023 with a focus on 4th quarter and provide the outlook for where go from here. The performance of stock and bonds markets in 4Q 2023 and for the full year; The likely path for the e...
Year End Tax Planning and Portfolio Management
December 12, 2023 19:00 - 29 minutes - 20.4 MBThe end of the year always comes with lots of discussions about capital gains, income, and all aspects of taxes. This episode is a deep dive on taxes and how best to manage a portfolio to limit the tax liability. To learn more I'm joined by John McLaughlin, the Director of Tax and Transition Services at Bernstein. We cover everything from how managing for after-tax return is not only an end-of-year exercise; how to customize a portfolio for every investors unique tax circumstances; the devel...
3rd Quarter 2023 Market Review & Outlook
October 27, 2023 13:00 - 39 minutes - 27.1 MBThe 3rd quarter was a period of change for investors. Stocks continued to rally early in the summer but then as investors began to digest a new interest rate regime, stock and bond markets sold off meaningfully to end the quarter. Treasury yields have risen to rates not seen in over 15 years. On this podcast I delve into the following topics and more: The performance of stock and bonds markets year-to-date; Why the economy continues to be resilient in the face of much higher interest rat...
Cross Border Wealth Creates Unique Opportunities & Challenges
July 27, 2023 15:00 - 23 minutes - 15.9 MBAs the world gets smaller more and more families are living cross border lives. With family members living in multiple countries the planning concepts and tax considerations only get more complex. To learn more about how global families have unique investment and financial planning challenges I'm joined on this episode by Chris Opie, a Managing Director at Bernstein who leads the firm’s global families practice. We cover everything from the complications of US citizens marrying not US person...
1st Half 2023 Market Review
July 27, 2023 15:00 - 46 minutes - 32.2 MBThe first half of the year had stocks in rally mode and bond markets stabilizing. We have reached the inflection point where the next steps by the Fed are likely to decide the course of markets over the remainder of the year. On this episode I cover: The performance of stock and bonds markets year-to-date; Why the US stock market is up so much; The recession that’s always predicted by some but has yet to arrive; How to play the bond market with rates now much higher; Our outlook for in...
Interest rates, banking crisis, and debt ceilings..oh my
May 16, 2023 11:00 - 35 minutes - 24.7 MBOn this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Roosevelt and I discuss all the hot topics in the markets today; fed policy, inflation, the banking crisis, the debt ceiling, and how to be opportunistic. With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655. The information presented and opinions expressed are solely the views of the podcast host commentator and ...
1st Quarter 2023 Review
May 02, 2023 14:00 - 41 minutes - 28.8 MBThe first quarter saw a recovery in both stock and bond markets but questions and worries remain. Topics covered include: The performance of stock and bonds markets year-to-date; A deep dive on bond portfolio positioning; The impact of the Silicon Valley Bank failure; The outlook for inflation, the fed, and interest rates; Planning for the debt ceiling; Projections for returns across various asset classes moving forward. This episode is a replay of a client webinar from April 2023. W...
Tax Planning With Retirement Accounts and The SECURE Act
April 05, 2023 14:00 - 23 minutes - 16.3 MBThe Setting Every Community Up for Retirement Enhancement (“SECURE”) Act of 2019 was the most significant retirement-related legislation since the Pension Protection Act of 2006. The Act significantly altered the estate planning landscape for retirement account owners by eliminating the stretch IRA for most non-spouse beneficiaries and introducing new rules for trust beneficiaries. To learn more about tax and estate planning with retirement account I'm joined on this episode by Bernstein Nat...
Residential Real Estate Takes Center Stage
March 08, 2023 11:00 - 25 minutes - 17.8 MBOn this episode, I'm joined by Jed Lewin, an expert real estate broker at The Agency. Jed and I discuss all aspects of the residential real estate market from both the buyer and seller’s perspectives. We address how buyers can make their offers more attractive, and Jed shares his advice on how to position your property for sale. We also assess how rising interest rates are changing the real estate market. We dive into the complexities of the NYC market and get Jed’s outlook for the residenti...
Is Traditional Asset Allocation Dead?
January 20, 2023 21:00 - 21 minutes - 15 MBAfter a historically bad year for both equity and fixed income markets investors are wondering if the traditional stock/bond asset allocation framework is broken. At the same time alternative asset classes such as private equity, private credit, hedge funds, and even crypto have all risen in popularity. How does this all come together for investors? How should investors think about the risks and rewards when moving outside the traditional stock/bond asset allocation framework? To explore the...
Financial and Cyber Security In the Modern World
October 20, 2022 19:00 - 23 minutes - 16.2 MBOn this episode we focus on how best to protect your assets from fraud, identity theft, and all other forms of financial crime. I'm joined by FBI Supervising Special Agent Milan Kosanovich. Milan specializes in white collar crime and has spoken internationally on topics ranging from cybersecurity, cryptocurrency, and corporate fraud. We cover everything from ways to protect your credit, best practices for password management, and avoiding complex financial schemes. With any questions...
3rd Quarter Market Review
October 18, 2022 15:00 - 43 minutes - 30 MBStock and bond markets continued to decline in the 3rd quarter. This made for one of the more difficult investing environments in a number of years. But there is a path forward and a way to manage your finances through this period of volatility. On this episode I cover: How we got here and where we go from here The fed rate hiking policy and what it means for both the economy and markets The impact and outlook for bonds given the rise in interest rates Maximizing return on cash today...
Navigating Overseas Investment Opportunities
September 08, 2022 17:00 - 30 minutes - 20.9 MBSo much economic news has been coming out of the US that it is easy to forget about the investment landscape across the rest of the globe. On this podcast we focus on international investing. To learn more about the topic I'm joined by Moira McLachlan, a Senior Investment Strategist at Bernstein. Our discussion ranges from why investors should look overseas, to handling geopolitical risk, investing in China, considering emerging markets, and more. With any questions or comments, or to di...
Navigating Overseas Investment Opportunities
September 08, 2022 17:00 - 30 minutes - 20.9 MBSo much economic news has been coming out of the US that it is easy to forget about the investment landscape across the rest of the globe. On this podcast we focus on international investing. To learn more about the topic I'm joined by Moira McLachlan, a Senior Investment Strategist at Bernstein. Our discussion ranges from why investors should look overseas, to handling geopolitical risk, investing in China, considering emerging markets, and more. With any questions or comments, or to di...
2022 First Half Review
August 02, 2022 14:00 - 47 minutes - 32.6 MBMarket volatility across nearly all asset classes dominated the 1st half of 2022. Inflation worries and recession concerns are contrasted by a strong labor market and continued growth of corporate earnings. On this webinar I cover: The likelihood of a recession What the stock and bond markets are currently pricing in If inflation has peaked How to think about bonds while interest rates rise Should you be buying now, and if so, what and how? This episode is a replay of a client webina...
Private Wealth Intersects With Family Engagement
July 05, 2022 19:00 - 26 minutes - 18.2 MBNo two families are the same and no two families think about their wealth the same way. The success of a financial plan strikes the right balance between the monetary goals and emotional well-being. To learn more about how this can be done, I'm joined by Anne Bucciarelli, a Director in Bernstein's Family Engagement Institute. We cover a range of topics from: How do I ensure that my heirs have the necessary skills and to successfully steward our family’s wealth? What is the “right way”...
Markets Back in Crisis Mode
May 31, 2022 15:00 - 23 minutes - 15.9 MBThe start of 2022 has been a difficult year in both stock and bond markets. This episode is a replay of a client webinar from May 25, 2022. Topics I covered include: Our forecast for the economy Where the stock and bond market go from here Positioning updates in portfolios This episode is a replay of a client webinar from May 25, 2022. With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655. The info...
ESG Investing Is All The Rage
May 26, 2022 13:00 - 20 minutes - 14.2 MBEnvironmental, Social, and Governance Investing is a topic on every financial tv show, radio program, and newspaper. ESG can be a catch all term that ranges from "green investing" to a much more nuanced research approach. To learn more about the topic I'm joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein. We discuss everything from how to understand an ESG investment, the potential trade-off in risk/return, and how ESG has recently performed. With any questio...
2022 First Quarter Review
April 26, 2022 01:00 - 52 minutes - 36.4 MBIt has been an eventful quarter in the markets. We have had the first major conflict in Europe in decades, inflation at levels that we have not seen in 40+ years, Coronavirus shutting down large parts of China, and the Fed beginning to move interest rates meaningfully higher for the 1st time in what feels like forever. Topics covered include: The impact of the Ukraine war on the global economic outlook and the market Inflation and our outlook for the Fed’s response Recent price moveme...
Tax Time
April 06, 2022 22:00 - 33 minutes - 23.1 MBApril is tax season. On this episode, I'm joined by our Senior Investment Strategist Paul Robertson. We take a deep dive into everyone’s favorite topic and cover the following tax-related issues: Why were capital gains comparably higher in 2021? How do we think about loss harvesting? Can trading be customized per client? Are there stock portfolios that are designed to be ultra-tax-sensitive, and what are the pros and cons? With any questions or comments, or to discuss your own fin...
The Digital World
March 29, 2022 17:00 - 28 minutes - 19.9 MBMany discussions about the future of finance and currency are focused on bitcoin, NFTs, and the Metaverse. On this episode, I'm joined by Jonah Ballow, Founder and Head of Content Strategy at Heartlent Group, to learn how it all comes together. Heartlent Group is a social-first marketing collective that specializes in the digital world. https://www.heartlent.com/ We discuss how to think about the digital world, how it will become more a part of our future, while getting into the speci...
The Bond Market In Focus
February 16, 2022 23:00 - 21 minutes - 14.7 MBThe bond market often doesn't get much attention from investors, but with interest rates on the move they are now a top of mind topic for many investors. To have a deep discussion, I’m joined by Matthew Norton, a Senior Municipal Bond Portfolio Manager at Bernstein. We discuss the forecast for interest rates, how rates will impact bond prices, yields today and going forward, we compare bonds to cash, the state of municipal credit, and discuss if now is a good time to put money to work in f...
2021 Review, Recent Market Volatility, and The Outlook For 2022
January 25, 2022 16:00 - 44 minutes - 30.4 MBMarket volatility has picked up in the New Year with the NASDAQ, DOW, and S&P 500 all hovering around a correction. Although Global Markets were up 18% in 2021, many investors feel on edge about the path forward. Topics I cover include: How the market can be up so much during a pandemic The impact of inflation and our outlook for the Fed’s response Whether stocks are overvalued and our projection for 2022 How to think about bonds in a period of rising interest rates Whether Covid is...
Keeping Up With The Art Market
December 15, 2021 21:00 - 34 minutes - 23.6 MBThe Art Market has been going through a period of enormous appreciation and transformation. To understand what is fueling both, I sit down with Hilde Lynn Helphenstein & Matthew Capasso. You may know Hilde as @jerrygogosian where she satirizes and influences the art market amongst her many other endevors. She is an artist and curator as well as art dealer. She studied fine art internationally beginning with a A.S. degree from Strykejernet Kunstskole in Oslo, Norway followed by a BFA in Ne...
Where Do We Go From Here?
November 30, 2021 02:00 - 27 minutes - 18.7 MBOn this episode I'm joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein. We discuss all the hot topics in the markets today; fed policy, inflation, the impact of massive stimulus on the economy, market valuations, what to be worried about, and where to be opportunistic. With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6655. The information presented and opinions expressed are solel...
Inflation, Inflation, & Inflation
October 26, 2021 12:00 - 26 minutes - 18.1 MBOn this episode, I talk about the topic on everyone's mind: inflation. To have a deep discussion, I’m joined by Chris Brigham, a Senior Research Analyst in Bernstein's Investment Strategy Group. We discuss why inflation matters and how it impacts investors’ portfolios. Chris shares the near-term outlook for inflation and covers how today's policies may impact inflation over the long-term. We talk about which investors are most exposed to inflation and why, before concluding with the best w...
3rd Quarter Review and Outlook Going Forward
October 18, 2021 19:00 - 41 minutes - 28.3 MBOn this episode I recap markets as we close out Q3 and look forward to the end of the year. Topics I cover include: The outlook for inflation, who is most sensitive, and how to protect your portfolio The state of the economy and what to make of recent weakness in some of the data Should you expect a sharp and sustained market selloff? What could be an opportunity in the current market? Is covid still a story in the market & the economy? This episode is a replay of a client webinar fr...
Back to School: Finance 201
September 29, 2021 12:00 - 25 minutes - 17.4 MBWith the new school year upon us I thought I'd take the podcast back to school for Finance 201. Prior to the pandemic we did a Finance 101 episode so to continue the class I'm joined again by Damon Amendolara of CBS Radio to discuss some of the hottest topics investors are thinking about today. We cover how to think about cryptocurrency, the impact of low interest rates on borrowers and savers, the employment picture in the US, and the impact of supply chain disruptions on prices and the ...
Working Together During Covid & Behind Marc to Markets
August 26, 2021 11:00 - 15 minutes - 10.9 MBOn this episode I talked about how working with a financial advisor has changed during Covid. I ponder what that might look like through the rest of the 2021, and how it changes when move through Covid and into the "new normal". I also try to give you an insight into the genesis of Marc to Markets and look for ways in which in can improve going forward. The episode wraps up with a quick outlook on the markets, and what has me most nervous as we enter the fall. With any questions or com...
Medical & Dental Practices Are Consolidating Like Never Before
July 22, 2021 11:00 - 26 minutes - 18 MBYou may have noticed over the past few years that your local doctor has joined a larger medical group or a hospital system. Why did that happen? As a physician, or as an advisor to a healthcare practice, you may be considering selling a practice as a retirement plan or way to increase reimbursements and decrease expenses. In this episode I speak with Daniel Brunello, a Director in the Bernstein Wealth Strategies Group, to learn more about consolidation in the healthcare industry. We di...
2021 1st Half Review and Outlook for Remainder of Year
July 15, 2021 21:00 - 40 minutes - 27.8 MBOn this episode I look back on the 1st half of 2021 and provide an outlook for the path forward. Topics covered include: Why would the market go up from here? Our perspective on inflation What is happening in overseas markets Do fundamentals and research matter anymore? An update on the ever changing future of taxes This episode is a replay of a client webinar from April 19, 2021. With any questions or comments, or to discuss your own financial situation, I can be reached at marc.p...
The Biden Tax Plan Explained
June 14, 2021 16:00 - 29 minutes - 20.2 MBThe Biden administration has proposed sweeping legislation, which would create major changes to the tax code and impact current capital gains, corporate, and estate tax treatment. I'm joined by Bernstein's Director of Wealth Strategies Research Tara Thompson Popernik to make sense of the proposed changes. We discuss how to manage your portfolio in this environment, when the policy would go into effect, the likelihood that it passes, how business owners and investors with large unrealized g...
Succession Planning and Preparing to Sell a Business
May 06, 2021 16:00 - 48 minutes - 33.5 MBThe sale of a closely held business is often a defining moment for a family. A successful transition plan encompasses not only financial consideration, but the personal, family, legacy, and gift/income/and estate tax issues that surround a deal. To go more in-depth, I talk with two experts on the subject. First, I'm joined by attorney Thomas Collura. Tom is a Partner at Hodgson Russ. Tom’s practice is focused on representing privately held companies and their owners in a wide range of ...
1st Quarter 2021 Review and the Path Forward
April 21, 2021 11:00 - 47 minutes - 32.8 MBOn this episode I look back on the 1st quarter and provide an outlook for the path forward. Topics covered include: An analysis of the market 1 year since the start of the Covid crisis? Is the economic impact of Covid behind us? After a 78% rally in the US, what is left to drive markets higher? Are higher interest rates, tax rates, and inflation a reason to be worried about your portfolio? Are there any attractive opportunities at this point? This episode is a replay of a client webinar ...
Managing Your Cash Conundrum
March 24, 2021 12:00 - 24 minutes - 17.2 MBMany investors are stuck with too much cash on their balance sheet and are paralyzed by how to put it to work in what appears to be a very unclear outlook for investments. Stocks are high, interest rates are low. Many are asking themselves the following questions: I de risked in March; that was a mistake…what can I do now? Do I buy stocks with the market is at an all time high? Will I earn anything in bonds with interest rates this low? How do I advise my client who had a liquidity eve...
March Madness Returns: Winning Your Bracket
March 16, 2021 14:00 - 37 minutes - 26.1 MBOn a special Marc to Markets episode, we go about as far away from finance as possible. I break down College Basketball's March Madness Tournament with Damon Amendolara, host of CBS Sports Radio's The D.A. Show, and Dave Friedman, the Play-By-Play announcer of Winthrop Basketball. We cover the landscape of sports during Covid-19 and the financial importance of March Madness. We talk about how the tournament will look and feel different this year, and then Dave and Damon give their best t...
Today's Top Market Stories: Inflation, Growth, GameStop & Bitcoin
February 23, 2021 12:00 - 29 minutes - 20.4 MBOn this episode I'm joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein. We discuss the impact of massive stimulus on the economy and stock market both in 2021 and long term, the far reaching impact of the recent stock movement in GameStop, how technology is changing the rules of investing, and we end with our thoughts on Bitcoin. With any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or 212-969-6...
Real Estate Before, During, and After Covid
February 05, 2021 03:00 - 48 minutes - 33.1 MBOn this episode I talk with David Lieberman of Oxford Properties, Kim Shankman of DouglasElliman, and Michael Levinson of Houlihan Lawrence to discuss the state of real estate. My conversation with Dave focuses on the commercial market, with Kim NYC residential, and with Michael the suburbs. We cover how each has fared through Covid, the state of the industry today, and where we go from here. With any questions or comments, or to discuss your own financial situation, I can be reached at...
2021 Outlook and 2020 Year In Review
January 27, 2021 13:00 - 39 minutes - 27.5 MBOn this episode I discuss the market and economy as we enter the new year. Some of the topics include: Our research into the future path of Covid-19, the most interesting opportunities in the market, are municipal bonds risky, and will there be a wave of large defaults, and the impact of the Biden administration on markets and tax policy. This episode is a replay of a client webinar from January 2021. With any questions or comments, or to discuss your own financial situation, I can be rea...
Outdoor Dining During Covid: Innovation Amidst Disruption
December 04, 2020 00:00 - 23 minutes - 16.2 MBEverywhere you look, restaurants are building outdoor dining accommodations ranging from tents to upscale structures with uniquely branded al fresco experiences. How did an entire industry pivot to adapt during Covid? I get that answer on this episode from Arsean Maqami, Principal at DB Partners - one of New York City’s leaders in the building of outdoor dining spaces. Any questions or comments, or to discuss your own financial situation, I can be reached at [email protected] or...
Post Election & Year-End Tax Planning
November 18, 2020 16:00 - 21 minutes - 14.5 MBOn this episode we talk about year-end tax planning and how it is different in 2020 post-elections in the U.S. I am joined by Tara Popernik, the Director of Research in the Wealth Strategies Group at Bernstein. We cover: Proposed changes to the income, capital gains, and estate tax, who should do extra planning before year-end, and the likelihood of tax reform over the coming years. Any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@...
Market Outlook and the Planning For the U.S. Election
October 14, 2020 13:00 - 34 minutes - 23.9 MBOn this episode I update my Covid-19 scorecard through October, dig into the extent of the US economic recovery, discuss different election scenarios and what each means for the stock and bond markets, and cover year-end tax planning guidance for various election outcomes. This episode is a replay of a client webinar from October 13, 2020. For the Zoom video and slides please contact me at [email protected] or 212-969-6655. The information presented and opinions expressed are so...
Here Today, Gone Tomorrow: Corporate Bankruptcy During Covid-19
September 28, 2020 21:00 - 38 minutes - 26.4 MBSince March, it seems like nearly every week a different company or familiar brand is filing for bankruptcy. On this episode, I explore how corporate bankruptcy works, and how the virus has impacted and accelerated restructurings. Listen in for perspectives on the path forward for several well-known industries, and why individuals choose to invest in this space. On this episode I’m joined by Christina Pullo, Vice President of Global Corporate Actions at Prime Clerk LLC, a leading restructur...
Top Trending Investment Questions Answered
August 27, 2020 21:00 - 47 minutes - 32.7 MBThis is an audio recording from a client webinar on August 24th. Some of the topics include: Why does the market continue to go up when the news is so bad? What is the impact of the election on markets? Is the whole rise in the market based on tech stocks? How to be opportunistic today if your goal is to target long-term growth? How to protect your retirement in an uncertain market? With any questions or comments, or to discuss your own financial situation, I can be reached at marc.pe...
Back to (Virtual) Business
July 30, 2020 14:00 - 30 minutes - 21.3 MBOn this episode, I’m joined by Adam Levinson, Co-Founder of Medal Dash. We discuss the business of virtual runs, and why his company is thriving during the coronavirus pandemic. Adam explains how social distancing is reshaping the fitness industry. We then broaden the conversation to cover topics ranging from why an online community can thrive during the pandemic, how to use social media and search engine optimization for effective marketing, and ways in which business may be different pos...
The Markets at Mid-Year
July 22, 2020 16:00 - 36 minutes - 24.8 MBOn this episode I update to my Covid-19 scorecard through June, explore the apparent disconnect between the weakness of the economy and the strength of the stock market, discuss putting money to work in such a volatile market, and review potential election outcomes on the market. This episode is a replay of a client webinar from June 20, 2020. For the Zoom video and slides please contact me at [email protected] or 212-969-6655. The information presented and opinions expressed ...
Covid-19's Impact on Hospitals and Healthcare
July 02, 2020 20:00 - 18 minutes - 12.9 MBOn this episode, I’m joined by Matthew Penziner, an Executive Director at NYU Langone Health to discuss the impact of Covid-19 on hospitals and the healthcare system. We discuss the basic economics of a hospital system. We cover how Covid-19 has impacted the financial strength of the healthcare system, how the state and federal government can ensure hospitals are well positioned during and after the pandemic, and how telemedicine has grown in recent months. With any questions or comments...
Covid-19: Market & Economic Update - June 2020
June 15, 2020 20:00 - 39 minutes - 27.4 MBOn this episode I discuss the market and economy as it relates to the Coronavirus. Some of the topics include: An explanation of the current market run-up and the risks that continue to exist; Some of the most interesting charts from the past few week; and the market impact of an explosion of new retail investors. This episode is a replay of a client webinar from April 13, 2020. With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@b...