PODCAST · business
Tactical Take
by Natixis Investment Managers
Better financial outcomes rely on insights you can trust.
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14
Markets weigh AI bubble risk as Fed outlook turns hawkish
AI optimism is surging but risks are building. Our experts debate whether strong data will force the Fed’s hand.
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13
Tech strength holds as inflation heats up
Hear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response.
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12
Markets rebound after Iran ceasefire, but risks remain
Jack Janasiewicz and Brian Hess explain why the Iran ceasefire matters for markets and it’s impact on model portfolios.
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11
Iran war, oil backwardation, and the Fed’s next move
Listen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications.
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10
When policy, AI, and markets test investor conviction
Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure.
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9
Growth to inflation: 4 things that may surprise in 2026
Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
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8
Employment, inflation, and AI: Looking back on 2025
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
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7
Stocks get stronger while labor market gets weaker. What’s next?
From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in.
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6
Labor market slows as tech drives US economic growth
Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts.
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5
Five institutional investment trends – midyear 2025
From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025.
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4
US dollar weakness and tariff impact surprises
Jack Janasiewicz and Brian Hess discuss the unexpected shift in the US dollar and just how adverse tariff impacts may be.
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3
Same old song and dance: Slower growth, inflation & tariffs
Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.
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2
4 megatrends that could impact investment returns
Mark Cintolo and Matt Hunyadi discuss framework megatrends they believe will impact returns over the next decade.
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1
Tariff rollbacks and economic slowdown: What lies ahead?
Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios.
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0
Recession threat? How tariffs are shaping economic outlook
Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements.
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-1
Credit spreads are tight – and why this may not change soon
Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios.
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Frequently Asked Questions
How many episodes does Tactical Take have?
Tactical Take currently has 16 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Tactical Take about?
Better financial outcomes rely on insights you can trust.
How often does Tactical Take release new episodes?
Tactical Take has 16 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Tactical Take?
You can listen to Tactical Take on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Tactical Take?
Tactical Take is created and hosted by Natixis Investment Managers.
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