In this podcast for investing, Stacie Jacobsen, Senior National Director, provides insights on the economy, global markets, and all the complexities of wealth management.
…
continue reading
After skyrocketing in recent years, the U.S. national debt is projected to continue growing at an unsustainable pace. Should investors be concerned? Bernstein Senior Research Analyst Chris Brigham examines factors that have contributed to the debt’s rise and outlines key steps for avoiding a major crisis. For more context, read our new white paper …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Confronting the Cliff: Why You Should Revisit Your Estate Plan Before 2026
22:30
22:30
Play later
Play later
Lists
Like
Liked
22:30
The lifetime exclusion amount for gift and estate taxes is scheduled to fall by half in 2026. Who does this change affect—and how can they manage the financial impact? Estate planning expert Jennifer Goode explains the potential impacts of the looming tax cliff and shares insights on tax-conscious wealth transfer strategies. Note to All Readers: Th…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Happy Campers: CEO Jeffrey Hunter on Storyteller Overland’s Success
18:26
18:26
Play later
Play later
Lists
Like
Liked
18:26
Storyteller Overland has succeeded by embracing exploration and innovation while forging close connections among #vanlifers. Hear how in this insightful conversation with CEO Jeffrey Hunter. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of t…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Broad Horizons: Advice from an Expert on Global Relocation
16:55
16:55
Play later
Play later
Lists
Like
Liked
16:55
Wealthy families often benefit from moving assets abroad or establishing footholds in different countries. Hear from an expert on everything families need to consider for establishing a global presence. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reli…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Crunching Numbers: Expert Insights on Muni Bonds from Bernstein’s Daryl Clements
22:46
22:46
Play later
Play later
Lists
Like
Liked
22:46
After a slow start to 2024, municipal bonds have rallied amid a surge in reinvestment and tighter supply. Learn from Bernstein Portfolio Manager Daryl Clements why opportunities in the muni market should not be overlooked. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Equity Edge: Strategic Insights on Private Equity Investing with Wrug Ved
25:21
25:21
Play later
Play later
Lists
Like
Liked
25:21
Despite concerns around illiquidity and transparency, private equity’s impressive returns have made it increasingly popular with individual investors. Find out why in this in-depth discussion with Bernstein’s Wrug Ved. For more detail, read our white paper Private Equity: The Missing Pillar in Your Portfolio? Note to All Listeners: The information …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Wealth and Well-Being: Navigating the Complex Relationship Between Wealth and Mental Health Issues
26:17
26:17
Play later
Play later
Lists
Like
Liked
26:17
Studies have shown that children and teens from affluent families are at greater risk for substance abuse and mental health issues like depression and anxiety. Learn how expert Arden O’Connor and her colleagues help families of wealth plan and implement successful approaches to navigating a family member’s mental health or addiction challenges. To …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Branching Out: Challenges for Banks Present Opportunities for Investors
20:04
20:04
Play later
Play later
Lists
Like
Liked
20:04
Bernstein Senior Investment Strategist Ben Goetsch joins host Stacie Jacobsen to discuss recent developments in the banking industry, from proposed stricter capital requirements to expanding opportunities in private credit. For more detail, read Ben’s white paper, “Banking on Opportunity.” Note to All Readers: The information contained here reflect…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Calm and Collected: Expert Advice for Protecting the Value of Personal Collections
22:38
22:38
Play later
Play later
Lists
Like
Liked
22:38
Do you collect? Whether it’s wine, watches, cars, art or baseball cards, a collection driven by passion can have significant value. Listen for insights on sound financial practices around collectibles from expert Colleen Boyle. For more detail, read our white paper, Collections: Rare Finds Can Become Slippery Slopes for Wealth Transfer Note to All …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Higher From Here? An Updated 2024 Market Outlook with Matt Palazzolo
14:49
14:49
Play later
Play later
Lists
Like
Liked
14:49
Stocks soared to record highs in the first quarter. What can we expect from the rest of the year? Bernstein’s Matt Palazzolo offers expert insights. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Great Wealth Transfer: An Inflection Point for Women Investors
20:16
20:16
Play later
Play later
Lists
Like
Liked
20:16
Women are gaining control of more assets and increasingly taking the reins on financial planning. Hear the latest insights on empowering women investors from Bernstein’s Kara Lewis and host Stacie Jacobsen. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Shifting Sands: How Investors Can Find Their Footing in 2024
23:20
23:20
Play later
Play later
Lists
Like
Liked
23:20
The Magnificent 7 dominated 2023’s equity returns, but what sectors and themes should investors look to in 2024? Bernstein’s Shri Singhvi shares his perspective on where the market is heading. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Flourishing Families: Jay Hughes on the True Meaning of Wealth
27:49
27:49
Play later
Play later
Lists
Like
Liked
27:49
Family governance expert Jay Hughes has spent decades helping families preserve their wealth and position younger generations for success. He joins host Stacie Jacobsen for an insightful conversation you won’t want to miss. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Powering Progress: Insights on AI from Investment Strategist Roosevelt Bowman
13:54
13:54
Play later
Play later
Lists
Like
Liked
13:54
Stacie Jacobsen welcomes Bernstein Senior Investment Strategist Roosevelt Bowman, who draws on his background in data science to explain what it takes to create workable AI models and what investors should look for when evaluating AI initiatives. To hear the July 2023 conversation with Lei Qiu referenced in this episode, click here or scroll in you…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Deep Dive into Debt: Exploring the Deficit’s Economic Impact with Eric Winograd
17:55
17:55
Play later
Play later
Lists
Like
Liked
17:55
Bernstein's Chief Economist Eric Winograd joins host Stacie Jacobsen for a look at U.S. fiscal policy. They discuss the potential costs of running large deficits and accumulating mounting long-term debt in the U.S. and elsewhere. For more context on how the U.S. dollar’s reserve currency status could be affected by the national debt, listen to the …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
What’s in Store in ’24: Market Outlook with Matt Palazzolo
11:38
11:38
Play later
Play later
Lists
Like
Liked
11:38
Bernstein's National Director of Investment Insights Matt Palazzolo joins host Stacie Jacobsen to recap 2023’s market developments and provide insight into how 2024 could play out. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Keeping the Peace: Conflict Coach Jane Beddall on Making Wealth-Related Family Discussions More Harmonious
18:04
18:04
Play later
Play later
Lists
Like
Liked
18:04
With holiday family gatherings right around the corner, an expert shares insights on communicating effectively around questions of wealth. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. make…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Best Foot Forward: Founder Justin Schneider Shares Insights on the Company’s Values-Driven Success
25:09
25:09
Play later
Play later
Lists
Like
Liked
25:09
Justin Schneider of Wolf & Shepherd offers his perspective on building a successful business aligned with personal values. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representat…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Putting the “Effect” in Effective Philanthropy: How to Make the Most of Your Giving, with Alison Morse and Phil Buchanan
24:09
24:09
Play later
Play later
Lists
Like
Liked
24:09
Stacie Jacobsen welcomes National Philanthropic Trust’s Alison Morse and the Center for Effective Philanthropy’s Phil Buchanan, who offer insights on the urgent need for giving and the best ways to do it. For more information on end-of-year giving, take a look at our philanthropic team's blog post: https://www.bernstein.com/our-insights/insights/20…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Taking Stock: Bernstein’s Matt Palazzolo Assesses the Impact of Recent Events
15:25
15:25
Play later
Play later
Lists
Like
Liked
15:25
Bernstein Senior Investment Strategist Matt Palazzolo joins host Stacie Jacobsen to discuss where the financial markets may be heading as 2024 approaches. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBer…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Strike While Hot: A Summer of Labor Action Continues Into the Fall, While Beyoncé, Taylor Swift, And Barbie Fire Up the Economy
20:00
20:00
Play later
Play later
Lists
Like
Liked
20:00
Bernstein’s Chief Economist Eric Winograd joins Stacie to talk about why he updated his economic forecast on account of Taylor Swift (see his recent blog post here: https://www.alliancebernstein.com/corporate/en/insights/economic-perspectives/barbie-beyonce-taylor-swift-and-the-economic-outlook.html), and the long-term outlook in the context of rec…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Removing Barriers: Brandon Nicholson Explains How the Hidden Genius Project Expands Opportunities for Black Male Youth
20:37
20:37
Play later
Play later
Lists
Like
Liked
20:37
What if every young Black boy in America were encouraged to believe in their own hidden genius? Hear from the CEO of a nonprofit striving to make that goal a reality. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast.…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Clearing a Path: The Critical Need for Clarity of Purpose in Succession Planning
25:58
25:58
Play later
Play later
Lists
Like
Liked
25:58
Stacie Jacobsen, Deacon Turner, Ben Berger and Champ Rawls discuss the need for clarity of purpose in succession planning, and the steep risks of failing to clear a path for the next generation. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as …
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Going Long: NFL Veteran Kyle Rudolph on Building a Legacy of Giving
22:23
22:23
Play later
Play later
Lists
Like
Liked
22:23
Two-time Pro Bowl tight end Kyle Rudolph shares valuable insights on succeeding in sports, business, and charitable giving. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representa…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Bond Ambition: Why There's Never Been More Opportunity In Municipal Bonds
19:31
19:31
Play later
Play later
Lists
Like
Liked
19:31
Bernstein Muni Bond Portfolio Manager Daryl Clements explains why now might be the right time to invest in municipals. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Rethinking the Prenup: Planning for Happily Ever After
22:11
22:11
Play later
Play later
Lists
Like
Liked
22:11
Contrary to popular belief, pre-nuptial agreements are not just about divorce. Our guest explains how marital agreements can ease potential tensions over finances. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. Al…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Turning Point: The Transformative Potential of AI
19:04
19:04
Play later
Play later
Lists
Like
Liked
19:04
ChatGPT has captured the imagination of the public. What's next in AI? How should investors evaluate the business prospects of AI-related ventures? Hear from Lei Qiu, portfolio manager of Alliance Bernstein International Technology Fund and AB Disruptors ETF. Note to All Readers: The information contained here reflects the views of AllianceBernstei…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Creating Clarity: An Invaluable Gift to Your Loved Ones
23:38
23:38
Play later
Play later
Lists
Like
Liked
23:38
While 68% of Americans agree that it’s important to make end-of-life plans, only 35% have done so. With legal, medical, financial and legacy decisions at stake, it's essential to communicate your wishes to your loved ones and trusted advisors. Our experts explain why. Note to All Readers: The information contained here reflects the views of Allianc…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Generational Success Through Family Governance
25:47
25:47
Play later
Play later
Lists
Like
Liked
25:47
Family governance is a written and agreed-upon framework for communication and decision-making between family members who have shared assets over generations. That sounds simple, but it often involves considerable negotiation and agreement between everyone. When is the time right to put such a roadmap in place and why? We welcome special guest Moll…
…
continue reading
How we plan for our financial future and that of our loved ones is no easy task, and this is an area where one size definitely does not fit all. While too little planning is clearly an error, so is over-planning. And what tax considerations need to be taken into account? We hear from Tara Popernik, Bernstein’s Director of Research for the Wealth St…
…
continue reading
Cash has come back into favor after the market turmoil and negative stock returns in 2021. Is this wise, particularly in the light of the latest banking bankruptcies? Or are there other alternatives which offer better returns and only slightly higher risk? We are joined by Maura Pape, who is a Senior Investment Strategist at Bernstein to tell us ab…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Opportunity Knocking: Commercial Real Estate
9:10
9:10
Play later
Play later
Lists
Like
Liked
9:10
The acute phase of banking sector turmoil may be behind us, but some investors wonder if there’s another shoe waiting to drop. Could commercial real estate add to the stress—or is it an up-and-coming opportunity? On this bonus episode, Dipak Patel, Managing Director of Commercial Real Estate at AB, weighs in. Note to All Readers: The information co…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Active Advantage: Tax Benefits with ETFs
16:22
16:22
Play later
Play later
Lists
Like
Liked
16:22
The active ETF space has grown by leaps and bounds in recent years. This is partly due to changes in regulation, making it easier and smoother to create ETFs, but the big attraction of active ETFs is they are considerably more tax efficient than comparable instruments like mutual funds. In this episode, John Mclaughlin, National Director on the Tax…
…
continue reading
AllianceBernstein recently purchased CarVal, an alternative investment manager with established expertise in clean energy markets. In this episode, Host Stacie Jacobsen first talks to Co-Head of Investment & Wealth Strategies and Host of our Women and Wealth podcast Beata Kirr about this exciting alternative investment. Then we hear Beata's intervi…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
Silicon Valley Bank and the Future of Regional Banking
11:15
11:15
Play later
Play later
Lists
Like
Liked
11:15
This week we bring you a bonus edition about the Silicon Valley Bank collapse and its wider implications. We talk with National Director of our Core and Alternative Fixed Income efforts Todd Buechs to explain the why behind what happened plus more. Note: This episode was recorded on March 14th. Note to All Readers: The information contained here re…
…
continue reading
On today's episode Senior Managing Director Brian Haloossim is our Guest Host and sits down with entrepreneur Jaimie Schmidt, Founder of Schmidt's Natural and Color Capital. Her story is remarkable. She started making personal care products in her kitchen in 2010 and seven years later was selling those products to over 30,000 retailers in 30 differ…
…
continue reading
Continuing our discussion of income-based alternative investments, in this episode we turn our attention to growth assets - specifically private equity. The latter is attractive for one big reason: returns habitually outperform public markets. But investors have to be comfortable with features unique to this market such as a long lockout period and…
…
continue reading
Given the sub-par performance of major and traditional asset classes, and the profound uncertainty of the 2023 outlook, it might now be the time to look at alternative investments. Here at AB, we divide this world into four sub-groups: direct lending, real estate, hedge funds and private equity. We'll be looking at the income segment of this area o…
…
continue reading
The collapse of FTX underscored some of the major fault lines in the world of crypto assets. Yet institutional involvement in the space is increasing. Bernstein’s Senior Research Analyst Chris Brigham and AllianceBernstein’s Head of Taxable Bond Trading Sasan Doroudian join host Stacie Jacobsen on the latest episode of The Pulse to talk us recent d…
…
continue reading
After a couple of distinctly volatile years in financial markets that have stressed investors, can we look forward to better times in 2023? As inflation continues to be the dominant determinant of markets and the Fed strikes a hawkish posture, is there any possibility we will avoid a recession? Bernstein Research's Senior US Economist and Strategis…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Evolution and Controversies of ESG Investing
33:10
33:10
Play later
Play later
Lists
Like
Liked
33:10
Purpose-driven (or "ESG") investing is in the news every single day. What's led to the sharp rise in assets and interest in purpose-driven strategies and what controversies have emerged along the way? Bernstein National Director of Purpose-Driven Strategis, Travis Allen, joins The Pulse to discuss. Note to All Readers: The information contained her…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
What Can Investors Learn from Corporate Earnings?
18:55
18:55
Play later
Play later
Lists
Like
Liked
18:55
Do corporate earnings look like we're in a recession or not? What sectors are outperforming others, fundamentally and in the market? Has the value and growth rotation run its course? Bernstein Research's Senior US Quantitative Analyst, Ann Larson, joins The Pulse to share the key takeaways from the most recent quarterly earnings season and the outl…
…
continue reading
After a rough first half of the year for most markets, our Co-Heads of Investment Strategy, Beata Kirr and Alex Chaloff, join The Pulse to lay out our perspective on where we stand and what may come in the second half of the year and into 2023. Will there be a recession? Will inflation ease? What should investors do? Note to All Readers: The inform…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
What Bond Investors Should Expect During the Balance of 2022
17:23
17:23
Play later
Play later
Lists
Like
Liked
17:23
Bonds have had a tough start to 2022 as interest rates have risen. With the Fed likely to raise rates into 2023, what's next for bond fundamentals and performance. Bernstein Muni Portfolio Manager Daryl Clements discusses his outlook and whether there's any opportunities over the near-term. Note to All Readers: The information contained here reflec…
…
continue reading
As inflation pressures and recession fears have increased in recent months, the health of the US consumer has come into focus. AllianceBernstein Research Analyst Snezhana Otto joins The Pulse to break down where consumer finances are strong, where demand is rising, and how companies are adjusting. Note to All Readers: The information contained here…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Global Supply Chain Part II – How Did Computer Chips Throw a Wrench in the Global Economy?
26:36
26:36
Play later
Play later
Lists
Like
Liked
26:36
Computer chips surround us every day, controlling everything from your laptop to your refrigerator and your car. Bernstein Research Senior Analyst, Stacy Rasgon, joins The Pulse to explain how this single industry become ground zero for turbulence in the global economy and what he expects from here. Note to All Readers: The information contained he…
…
continue reading
![Artwork](/static/images/128pixel.png)
1
The Global Supply Chain Part I – What's Wrong?
25:15
25:15
Play later
Play later
Lists
Like
Liked
25:15
Mike Mathay, a Senior Research Analyst on the AllianceBernstein investment team, joins The Pulse to discuss the pandemic and recovery-related shocks to the global supply chain... When will your shower door arrive? Why are car prices so high? Should you be loading up at the off-price store? And most importantly, how are businesses and investors navi…
…
continue reading
When the coronavirus pandemic hit, the real estate sector was quickly divided into winners and losers. Two years later, we look at what's changed and what hasn't. Two AllianceBernstein portfolio managers, Eric Franco and Ajit Ketkar, join The Pulse to discuss the latest trends in each area of the public real estate market. What happened to the deat…
…
continue reading
After two surreal years in the economy and markets, what lessons should we draw from the recent past and what can we expect from 2022? Bernstein's Senior Investment Strategist Moira McLachlan joins National Director of Investment Insights Matt Palazzolo to discuss what we've seen and what may come next. Note to All Readers: The information containe…
…
continue reading
Lei Qiu, portfolio manager of AllianceBernstein's Global Disruptors strategy joins The Pulse to share her view on the latest industrial and consumer revolutions. What technologies will drive us into the future? What's the difference between a good idea and a great investment? She shares her perspective and approach with us. You can read Lei's blog …
…
continue reading