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What matters more than getting market forecasts right? episode artwork

EPISODE · Aug 11, 2026 · 17 MIN

What matters more than getting market forecasts right?

from Foord Asset Management · host Foord Asset Management

Inflation is rising again, interest rate expectations keep shifting, oil prices are moving around, and AI optimism is still driving market excitement. Where do these varying signals leave investors? In our latest podcast, client portfolio manager Dalphin Hou and portfolio manager Brian Arcese unpack why successful investing is less about calling the next market move and more about being prepared for a range of outcomes. Join the conversation on what inflation, interest rates and changing market expectations could mean for investors. 

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What matters more than getting market forecasts right?

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