PODCAST · business
LPL Research
by LPL Research
LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.
Episodes
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Talking AI With Alger | LPL Market Signals
LPL Chief Equity Strategist Jeffrey Buchbinder and Alger Director of Market Strategy Brad Neuman discuss AI spending, opportunities, risks, and earnings. Tracking: #1190338
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Muni Yields Are Up. Is Opportunity Up With Them? | LPL Market Signals
LPL Chief Fixed Income Strategist Lawrence Gillum and PIMCO's David Hammer explore muni yields, volatility, and investor opportunities. Tracking: #1186265
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The Market's Biggest Puzzle: Why Stocks Keep Rising as Rates Surge | LPL Market Signals
In this week's Market Signals, Head of Macro and Investment Strategy Kristian Kerr and Chief Equity Strategist Jeffrey Buchbinder examine what's shaping today's market, from higher yields and geopolitical tensions to artificial intelligence developments. Tracking: #1183677
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Biggest Mortgage Gap in Twenty Years | LPL Econ Market Minute
LPL’s Chief Economist, Dr. Jeffrey Roach explains how inflation, dollar strength, and the mortgage-rate gap are shaping the economy. Tracking: #1183078
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What Matters Most for Global Investors Right Now? | LPL Market Signals
What’s really driving international markets right now? This week, Ron Temple, Managing Director and Chief Market Strategist at Lazard, joins LPL Market Signals to separate signal from noise across developed and emerging markets. Ron explains why AI has become a defining force in global capital...
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Why AI Needs Humans | LPL Market Signals
In this week’s LPL Market Signals, Chief Economist Dr. Jeffrey Roach is joined by Dr. Torsten Slok of Apollo Global Management to discuss a variety of topics including how AI is impacting the job market and why a world short on savings could keep rates higher for longer. Tracking: #1175034
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Field Reports From LPL’s Investment Manager Research Team | LPL Market Signals
Few due diligence analysts or strategists talk to more portfolio managers than Scott Froidl from LPL’s Investment Manager Research team. In this week’s LPL Market Signals podcast, Scott shares what he’s been hearing from the many portfolio managers he talks to. He shares common themes, out of...
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Warsh’s Jackson Hole Redemption | LPL Market Signals
In this week’s LPL Market Signals, Chief Fixed Income Strategist Lawrence Gillum and Chief Economist Jeff Roach talk key takeaways from last week’s Jackson Hole Symposium. After weeks of market doubt, Chair Kevin Warsh used Jackson Hole to put inflation first, retire regular forward guidance, and...
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S&P 500 at Record Highs: What Stocks, Bonds, Gold & the Dollar Are Signaling | LPL Market Signals
In this week's Market Signals, LPL Head of Macro Strategy Kristian Kerr sits down with LPL Chief Technical Strategist Adam Turnquist for a cross-asset tour of today's most important market trends. From the S&P 500's push toward record highs and sharp swings in Treasury yields to the outlook for…
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Three Reasons Complacent Investors Are Looking Past Near-Term Risks | LPL Econ Market Minute
LPL’s Chief Economist, Dr. Jeffrey Roach explains how treasury demand, financial conditions, and inflation are supporting risk appetite. Tracking: #1162791
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The Inflection Point | LPL Market Signals
The equity market has powered to fresh highs, but can the rally continue? Ryan Isherwood, Founder and CEO of Significance Capital, joins the LPL Market Signals podcast to discuss the forces driving markets today and the potential catalysts that could reshape leadership tomorrow. From the…
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Digging into the AI Cycle with CFRA Research | LPL Market Signals
Digging into the AI Cycle with CFRA Research | LPL Market Signals by
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Will Strong Economic Data Force Fed Action in September? | LPL Market Signals
In this week's Market Signals podcast, Chief Economist Dr. Jeffrey Roach is joined by Chief Market Strategist Chris Fasciano from Commonwealth Financial Network to discuss stronger-than-expected economic growth, rising Treasury yields, inflation pressures, and what could drive the Fed's next…
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Fed Week: To Hike or Not to Hike, That is the Question | LPL Market Signals
This week on LPL Market Signals, LPL Chief Fixed Income Strategist Lawrence Gillum is joined by Andrew Norelli of J.P. Morgan Asset Management to discuss the upcoming FOMC meeting. And while markets expect another pause, the bigger question is whether the Fed is preparing investors for more...
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What New Fed Leadership Means for Investors | LPL Econ Market Minute
LPL's Chief Economist Dr. Jeffrey Roach highlights three key market impacts of new Federal Reserve leadership, from AI-driven productivity to dollar strength. Tracking: #1145370
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The Great Portfolio Reset: What Comes After 60/40? | LPL Market Signals
Is the 60/40 portfolio dead? On this week's LPL Market Signals, Kristian Kerr sits down with Paul Ticu, Head of Asset Allocation and Client Solutions at Calamos Investments, to challenge some of the biggest assumptions in investing. The conversation explores diversification, downside protection,...
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Three Earnings Topics to Watch During Second Quarter Earnings Season | LPL Market Signals
On this week’s LPL Market Signals, LPL strategists highlight three themes investors should watch this earnings season: The outlook for AI capital investments by hyperscalers, the outlook for refiners amid volatile oil markets, and the setup for big bank earnings this week. Tracking: #1139559
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Widening Divergence in the Global Economies | LPL Econ Market Minute
LPL’s Chief Economist, Dr. Jeffrey Roach shares actionable insights on the global economy, underlying trends in the job market, and what the data tell us about the direction for inflation. Tracking: #1136959
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Highlights From LPL Research’s Midyear Outlook 2026 | LPL Market Signals
In this special edition of market signals, LPL strategists share highlights from LPL Research’s Midyear Outlook 2026 publication released on July 7. They share key themes for stocks, bonds, and the economy that LPL Research believes will be determining factors of second half returns. For stocks,...
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The Political Economy of Real Assets | LPL Market Signals
Will Thompson, Founder and Managing Partner of Massif Capital, joins the LPL Market Signals podcast to discuss the evolving dynamics across the broader commodities landscape. He shares his perspective on investing within the real asset universe, emphasizing how rising resource nationalism is...
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Oil Prices Likely Impacted by China | LPL Econ Market Minute
In this edition, Dr. Jeffrey Roach, LPL Financial’s Chief Economist explains why China is a factor behind volatility in oil prices and highlights the ongoing strength of the dollar and business capital spending. Tracking: #1130403
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Shock, Awe, and a Hawkish Turn: The First Warsh Fed Meeting | LPL Market Signals
In this week’s LPL Market Signals, Chief Fixed Income Strategist Lawrence Gillum and Chief Economist Jeffrey Roach break down the first Federal Reserve meeting under new Chair Kevin Warsh, highlighting a more hawkish-than-expected stance, streamlined communication, and the introduction of new…
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Midterms and Markets: An Early Look Ahead | LPL Market Signals
This week on LPL Market Signals, LPL Research and LPL Government Relations team up to discuss the setup for midterm elections and how the outcome might affect markets. Topics discussed include: Is the Senate in play and what are expected to be the key issues for voters in November? How much…
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Spending Plans Were Delayed, Not Canceled | LPL Econ Market Minute
Dr. Jeffrey Roach, Chief Economist for LPL Financial analyzes central banks’ continued shift towards gold, recent developments regarding C&I loans, and the nuances of consumer buying patterns. Tracking: #1120572
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Factor Frenzy: What's driving the volatility beneath the surface? | LPL Market Signals
Markets are sending mixed signals — headline indexes tell one story, but beneath the surface, powerful factor shifts are driving the action. In this week’s Market Signals, Kristian Kerr sits down with Tom Shipp to unpack the momentum unwind, hidden rotations, and what it all means for investors...
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Navigating Tight Spreads and Big Themes: PGIM on the Corporate Bond Outlook | LPL Market Signals
In this episode of LPL Market Signals, we sit down with PGIM to break down the state of the economy and corporate credit markets amid geopolitical uncertainty and shifting Fed expectations. We explore resilient earnings, improving credit quality, and the tension between tight spreads and…
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The Technical Edge: Markets in Focus | LPL Market Signals
Katie Stockton, founder of Fairlead Strategies, joins the LPL Market Signals podcast this week to share her disciplined, technically driven approach to navigating today’s markets. In the conversation, Katie breaks down her framework for analyzing price trends, momentum, and market breadth…
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Global Bond Selloff: What’s Driving the Move Higher in Long-End Yields? | LPL Market Signals
A sharp global bond selloff is unfolding, with long-end yields surging across the U.S., U.K., and Japan as markets reprice inflation risks, policy, and supply dynamics. In this episode, we break down the global forces driving the move, from central banks falling behind the curve to rising term...
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Global Uncertainty Likely to Impact Inflation More Than Growth | LPL Econ Market Minute
LPL’s Chief Economist Jeffrey Roach analyzes supply shocks as a result of the Iran conflict, potential Fed actions, and the roles artificial intelligence could soon be playing in the wider economy. Economic Navigator:...
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Talking Tech and AI | LPL Market Signals
In the latest LPL Market Signals podcast, Jeffrey Buchbinder, Chief Equity Strategist, and Thomas Shipp, Head of Equity Research, discuss the technology sector and the AI buildout. They tackle the following AI topics, including where we are in the capital cycle, how to think about capital…
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Inside Private Credit: What the Market Is Missing | LPL Market Signals
On this week’s Market Signals, Kristian Kerr, Head of Macro Strategy, sits down with Andrew Deck, Head of Alternative Investments at LPL Financial, to unpack what’s really happening in private credit. Drawing on decades of institutional experience, Andrew explains why current concerns are mostly...
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Busy Week for Central Banks | LPL Market Signals
In this edition of LPL Market Signals, Lawrence Gillum, Chief Fixed Income Strategist and Adam Turquist, Chief Technical Strategist dig into a busy week for Central Banks with the Federal Reserve (Fed), European Central Bank (ECB), Bank of England (BOE) and Bank of Japan (BOJ) all set to meet…
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Energy, Inflation, and Markets in an Uncertain World | LPL Econ Market Minute
Dr. Jeffrey Roach, Chief Economist, examines how energy price shocks shape inflation, growth, and Fed policy as well as why natural gas may soon rival oil in global energy use. https://www.eia.gov/outlooks/aeo/index.php Tracking: #1094474
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Evaluating the Rally to Record Highs: Fundamentals vs. Technicals | LPL Market Signals
This week’s Market Signals podcast examines the market’s return to record highs through both fundamental and technical lenses. The strategists explore why earnings growth expectations have remained resilient despite a challenging geopolitical environment and discuss the ongoing strength of the...
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Around the World in Less than 30 Minutes | LPL Market Signals
With the help of a special guest, Dr. Jeffrey Roach, Chief Economist, and Lawrence Gillum, Chief Fixed Income Strategist, talked about what the impact the Iran Conflict is having on economic growth and inflation expectations with risks to the downside and upside, respectively. Additionally, why…
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Three Factors That Matter in Times of Market Uncertainty | LPL Econ Market Minute
In the latest episode of the Econ Market Minute, LPL's Chief Economist, Dr. Jeffrey J. Roach, gives you a few key factors to consider during periods of uncertainty in the market. Tracking: #1091025
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For Global Markets, It’s All About Oil | LPL Market Signals
This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Kristian Kerr, Head of Macro Strategy, provide an updated assessment of U.S. and global macroeconomic environment with six charts and share some historical perspective on the stock market’s resilience in the face of...
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The Most Important Chart in the Bond Market | LPL Market Signals
This week on LPL Market Signals, LPL Research’s Chief Equity Strategist, Jeffrey Buchbinder, and Chief Fixed Income Strategist, Lawrence Gillum, share their latest thoughts on fixed income, including how markets are responding to the ongoing Iran conflict, and preview first quarter earnings…
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Hormuz Is Most Important for Asia. Less So for U.S. | LPL Econ Market Minute
Dr. Jeffrey Roach, LPL’s Chief Economist, gives insight into the oil market, highlights where construction spending is going, and why recession risks are lower than expected. Tracking: #1084779
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A Strong Case for Staying the Course Amid Volatility | LPL Market Signals
This week on LPL Market Signals, Chief Equity Strategist Jeff Buchbinder and Chief Economist Jeffrey Roach recap the fourth straight down week for stocks amid war in Iran, provide some perspective on potential economic impacts of the oil price shock, and share four charts that can help nervous...
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Technical Damage Has Been Done but Have We Passed Peak Fear in Markets? | LPL Market Signals
This week on LPL Market Signals, the strategists recap last week’s market response to the ongoing war in Iran, check the charts to assess technical damage, and discuss what they are watching to determine where stocks go from here. Tracking: #1079619
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Dollar Strength, Energy Resilience, and the Future of Work | LPL Econ Market Minute
Dr. Jeffrey Roach, Chief Economist, examines the U.S. dollar’s safe‑haven strength amid geopolitical tensions, the economy’s reduced reliance on oil, and how AI-driven innovation is reshaping employment dynamics. Tracking: #1078065
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Iran War Upends Risk Markets and Safe Havens | LPL Market Signals
This week on LPL Market Signals, Thomas Shipp, Head of Equity Research, and Kristian Kerr, Head of Macro Strategy, discuss market impacts of the ongoing war in Iran, including oil market volatility and global impacts of the shipping standstill in the Strait of Hormuz. Geopolitics dominated news...
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Assessing Market Impacts of Iran Airstrikes | LPL Market Signals
This week on LPL Market Signals, Chief Equity Strategist Jeff Buchbinder and Chief Fixed Income Strategist Lawrence Gillum, discuss potential stock and bond market impacts of the airstrikes on Iran over the weekend. Tracking: #1072379
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Trade, Tariffs, and Trajectories | LPL Econ Market Minute
LPL’s Chief Economist, Dr. Jeffrey Roach highlights what lies ahead for businesses and the economy as Fed officials highlight potential financial risks, the potential for a rebound in growth, and tariff impacts on our trading partners. Tracking: #1069779
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Tariff Ruling Reaction and Strategic Allocation Snapshot | LPL Market Signals
This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Dr. Jeffrey Roach, Chief Economist, discuss implications of the Supreme Court’s tariff ruling and share LPL’s updated strategic asset allocation guidance. Stocks responded favorably to the tariff ruling during...
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Stocks Sell Off on AI Whack-a-Mole | LPL Market Signals
This week on LPL Market Signals, Chief Equity Strategist Jeff Buchbinder and Chief Technical Strategist Adam Turnquist explore the shifting AI narrative and check the charts to assess the setup for stocks amid ongoing AI disruption. Tracking: #1065902
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The Takaichi Trade Could Agitate Currencies | LPL Econ Market Minute
LPL’s Chief Economist, Dr. Jeffrey Roach highlights the potential impact of a new Fed Chair, improvements with inflation expectations, and why the yen could weaken further. Tracking: #1063227
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Dow 50,000 is Cool, But How About an Emerging Markets Breakout? | LPL Market Signals
This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist, and Kristian Kerr, Head of Macro Strategy, discuss the market rotation that has kept the indexes afloat despite technology weakness and share five reasons why LPL Research is warming up to emerging markets stocks....
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What Fed Chair Nominee Kevin Warsh Could Mean for Markets | LPL Market Signaks
This week on LPL Market Signals, Jeffrey Buchbinder, Chief Equity Strategist and Lawrence Gillum, Chief Fixed Income Strategist, recap last week’s gain for stocks amid precious metals mania, discuss what Fed Chair nominee Kevin Warsh could mean for markets, and explain the difficult balance the...
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ABOUT THIS SHOW
LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.
HOSTED BY
LPL Research
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Frequently Asked Questions
How many episodes does LPL Research have?
LPL Research currently has 416 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is LPL Research about?
LPL Financial Research team discusses current market trends and look ahead, sharing insightful projections on a weekly basis.
How often does LPL Research release new episodes?
LPL Research publishes regularly with 416 episodes available. Check the episode list for the typical release schedule.
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LPL Research is created and hosted by LPL Research.
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