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If you want to make better investing decisions, you need clear, credible insights to understand what’s really going on in markets. The Market Insights podcast from Fisher Investments provides you with our latest thinking on global capital markets and current events.



July 2020 – Listener Mailbag Part 2

We answer listener questions about the market effects of a potential second wave of COVID-19. We also examine the investor phenomenon of “breakevenitis” and whether gold brings a shine to your investment portfolio during times of volatility. This episode features Client Communications Group Vice President Naj Srinivas, along with Managing Editor Todd Bliman; Client Services Program Manager Wendy Nicholsen; and US Private Client Services Executive Vice President K.C. Ellis.

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June 2020 - Listener Mailbag

In this episode, we answer listener questions on the potential impact of swelling government debt and the possible inflation implications from government COVID aid. This episode features Client Communications Group Vice President Naj Srinivas, along with Client Services Program Manager, Wendy Nicholsen, and US Private Client Services Executive Vice President K.C. Ellis.

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May 2020 - Energy Sector and Oil Update

We review recent energy sector developments like declining demand, negative oil futures and off-again on-again OPEC+ deals. Featuring Client Communications Group Vice President Naj Srinivas and Senior Research Analyst Brad Rotolo at Fisher Investments.

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April 2020 - CARES Act Impacts for Individuals and Small Business Owners

Learn about the tax, investment, and financial implications for individuals and small business owners from the government’s recently passed Coronavirus Aid, Relief and Economic Security (CARES) Act. Featuring Client Communications Group Vice President Naj Srinivas and Hailey Bill, Vice President of Financial Planning at Fisher Investments.

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Coronavirus and Market Update Webinar

This podcast features an audio excerpt from a Market Update Webinar provided exclusively for Fisher Investments clients. In this podcast, Fisher Investments’ Senior Vice President of Research and Investment Policy Committee Member, Michael Hanson discusses recent market volatility and our current outlook.

Since hitting all-time highs in mid-February, markets entered one of the swiftest downturns in history, largely based on fears over the COVID-19 pandemic. Despite all the fear, we believe what’s most important for investors is to stay disciplined and avoid short-sighted investing mistakes.

While many believe recession is a foregone conclusion, we aren’t so sure. Institutional closures in response to the pandemic increase the likelihood of recession, but the duration of these closures matters a lot too. Michael discusses three potential scenarios regarding the COVID-19 pandemic and what each might mean for markets.

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September 2019 Brexit Update

In this episode, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Seth Groener about Brexit—recent events, the current timeline and potential outcomes. Recorded September 20.

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Yield Curve Changes and the Current Lending Environment

In this episode, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Christo Barker about changes to the short and long end of the yield curve in recent months, how this has affected the lending environment, and other considerations and drivers for the Financials sector. Recorded August 30, 2019.

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Summer 2019 - Capital Markets Update Excerpt

In this presentation, you will hear the Investment Policy Committee discussing the firm’s current portfolio strategy. The main feature is approximately 13 minutes.

Featuring: Ken Fisher, Executive Chairman &​ Co-Chief Investment Officer; Jeff Silk, Vice Chairman &​ Co-Chief Investment Officer; Bill Glaser, Executive Vice President, Portfolio Management; Aaron Anderson, Senior Vice President, Research; Michael Hanson, Senior Vice President, Research; Jessica Smith, Client Services Vice President.

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Ken Fisher on the Bull Market's 10th Anniversary

In this podcast, Client Communications Group Vice President Naj Srinivas speaks with Fisher Investments’ founder, Executive Chairman and Co-Chief Investment Officer Ken Fisher about the past 10 years of this bull market—including how it started, how it has progressed and whether there is still more room to run.

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Trade Wars, Yield Curves, Government Shutdowns and Other Recent Client Questions

In this episode, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Scott Botterman about recent common client questions. Recorded February 1.

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