Marc To Markets
Marc To Markets
Latest Episodes
First Half 2026 Review and Outlook for Remainder Of The Year
It 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 epi...
Wealth, Identity, and the Unspoken Challenges of Success
On 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...
2026 Q1 Review
Stock markets experienced meaningful volatility in the 1st quarter, but then recently closed with the S&P 500 hitting new record highs. It has been an eventful start to 2026 with much to cover. On this podcast I discuss: Th...
The Future of Global Trade
Globalization and global trade have been a top topic of discussion of late. In this episode I talk with Chris Brigham, a Senior Research Analyst at Bernstein, on their recent research piece Trading Places - The Future of Global Trade. ...
Market Update After A Volatile Week
On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein. Market volatility materially increased this week as war returned to the Middle East. We cover the four big issues in the market today: 1) The Iran war an...