PODCAST · business
The Wealth Enterprise Briefing
by WE Family Offices
The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
Episodes
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What Is Driving U.S. Treasury Yields Higher?
U.S. Treasury yields have climbed sharply, with the 10-year Treasury reaching its highest level in 20 years. The move has raised questions about inflation, Federal Reserve policy and the potential effect of higher borrowing costs across the economy. In a recent episode of The Wealth Enterprise...
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Are Stronger Fundamentals Changing the Case for Emerging Market Debt?
Emerging market debt has long carried a reputation for sharp swings, political uncertainty and sovereign defaults. Yet over the past year and a half, the asset class has outperformed U.S. Treasuries, high-yield corporate bonds and the broader U.S. bond market, even as geopolitical risks have...
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Why Are Long-Term Treasury Yields Moving Higher?
Long-dated U.S. Treasury yields recently reached levels not seen in nearly 20 years, drawing renewed attention to federal debt, fiscal deficits and the direction of interest rates. While the Treasury has signaled plans to buy back more long-term bonds in an effort to ease yields, questions remain...
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Inside the Family Office: Why Do Family Values Matter to Long-Term Wealth?
How can clearly defined family values help guide decision-making and support wealth across generations? According to Mel Lagomasino, CEO and Managing Partner at WE Family Offices, making family values explicit can help family members understand what drives their decisions, find common ground and...
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AI Capital Spending: Will the Trillion-Dollar Investment Actually Deliver Returns?
The scale of capital investment flowing into AI infrastructure has no recent precedent in absolute dollar terms. Yet when measured as a percentage of GDP, the current spending cycle sits at 1.5%, well below the peaks seen during past industrial booms like the railroad era or the telecom…
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Reflationary Growth: What Does It Mean and Why Does It Matter for Capital Markets?
The term "reflationary growth" describes an environment where economic growth is solid and inflation, while still above the Fed's target, is stable and well-supported by the underlying fundamentals. It is also, by the firm's assessment, the environment we are in today. In the latest episode of…
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Can the Rally Continue After a Historic First Half of 2026?
The first half of 2026 was historic by almost any measure. Markets absorbed a significant energy shock, navigated a stagflationary scare, and still delivered strong returns. The question now is what's underneath that resilience, and whether the conditions that produced it can carry into the…
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What Does the Return of IPOs Mean for Long-Term Investors?
Initial public offerings are back in the news. Between the recent SpaceX offering and several high-profile, venture-backed companies preparing to list, investors are paying close attention to the public markets again after a quiet multi-year stretch. In this episode of The Wealth Enterprise...
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Inside the Family Office: What Do Successful Multi-Generational Families Have in Common?
What helps some families preserve wealth across generations while others struggle to maintain it? According to Mel Lagomasino, Managing Partner at WE Family Offices, successful multi-generational families tend to share three characteristics: a clear set of family values, a disciplined approach to...
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What Is Driving the Renewed Case for Investing Outside the U.S.?
For most of the past 15 years, the case for investing outside the U.S. was a difficult one to make. American equity markets, driven by technology and the mega-cap boom, outperformed international developed markets by a wide margin. But something has been shifting, and the question now is whether…
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Why Are Global Stock Markets Telling Such Different Stories in 2026?
When global equity markets are up 10% YTD, the temptation is to read that as a broadly shared outcome, but it's not. Beneath the headline figure, individual markets are moving in sharply different directions, driven by forces that have almost nothing in common with one another. In the latest...
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Hedge Funds in 2026: Which Strategies Are Working and Why?
Hedge funds carry a mixed reputation among investors. Concerns about fees, tax implications and limited liquidity are real considerations. But so is the value they can add in the right portfolio for the right investor. In the latest episode of The Wealth Enterprise Briefing, Managing Partner...
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What Should Investors Make of the Market's Pendulum Swing?
For the past several weeks, global markets have been gripped by the uncertainty surrounding the conflict in the Middle East. But with a temporary ceasefire underway and negotiations begun, the picture is starting to shift. Equity markets have staged a powerful rally, and interest rates have…
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Emerging Markets Outlook: Has the Asset Class Finally Turned a Corner?
For much of the past 15 years, emerging markets (EM) equities have been a difficult place to invest, marked by significant risk and limited returns relative to U.S. equities. But last year, EM outperformed U.S. equities by its largest margin in years. In the latest episode of The Wealth…
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A Month Into the Conflict: What Has Actually Changed?
When the conflict with Iran first escalated, markets reacted with fear and uncertainty. A month later, the nature of the shock has changed. What began as a volatility event is evolving into an inflation event, and the data is starting to reflect this. In this follow-up flash episode of The Wealth...
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Is the Private Credit Selloff a Signal or a Distraction?
Private credit has faced a wave of negative headlines recently, touching on fraud concerns, software sector risk and questions about how these vehicles handle redemptions. For investors with existing allocations, it has been easy to wonder whether something more fundamental is shifting. In this...
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What Does the Conflict With Iran Mean for Global Markets?
Geopolitical events can move markets quickly, and the conflict with Iran is no exception. Within a single week, oil prices rose roughly 50%, the U.S. dollar posted its strongest move in over a year and investors began asking whether the macro backdrop that has shaped portfolio positioning coming...
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Where Are the Real Estate Opportunities in 2026?
Commercial real estate has had a tough stretch. As interest rates rose quickly starting in 2022, transactions slowed, pricing became harder to pin down and many investors put new equity commitments on pause while the market worked through a reset. In this episode of The Wealth Enterprise…
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What Risks Matter Most for Fixed Income if Rates Move Higher in 2026?
Entering 2026, the market is bracing for a shift. While the consensus expects inflation to cool, the fundamentals suggest a different path: inflationary growth. In the second half of the conversation on The Wealth Enterprise Briefing, Managing Partner Michael Zeuner and Global Head of Macro Sam...
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Where Are the Private Market Opportunities in 2026?
Private market investors have been feeling the effects of slower exits and fewer distribution events, particularly in venture. That strain has made it harder for families to keep commitment pacing steady, even when their long-term conviction has not changed. In this episode of The Wealth…
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How Should Investors Separate Fundamentals From Sentiment in 2026?
As 2026 begins, families are weighing two forces at the same time. The economic data still looks constructive, while headlines and geopolitical uncertainty can make the market feel less steady day to day. In Part 1 of this two-part episode of The Wealth Enterprise Briefing, Managing Partner…
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Considering AI's Long-Term Influence on Markets and Portfolios
Questions about a possible market bubble have resurfaced this year, driven by rapid gains in AI-related companies and concerns about whether valuations can keep pace with expectations. Families are asking whether today's environment resembles earlier periods of exuberance and what that might mean...
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Putting AI-Driven Valuations in Context and What Investors Should Know
Questions about a possible market bubble have resurfaced this year, driven by rapid gains in AI-related companies and concerns about whether valuations can keep pace with expectations. Families are asking whether today's environment resembles earlier periods of exuberance and what that might mean...
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Understanding the Forces Behind Interest Rate Volatility
Bond markets have moved through several phases this year: early optimism, tariff-driven concern, rate cuts from the Federal Reserve and now a renewed bout of volatility. For investors trying to understand what the 10-year Treasury is signaling, the past few weeks have brought important...
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How Diligence and Discipline Shape Outcomes in Private Credit
Private credit continues to attract attention as investors look for yield in a shifting rate environment. But behind the strong inflows, recent bankruptcies have raised questions about due diligence, loan structures and manager discipline. In this episode of The Wealth Enterprise Briefing…
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Inside the 2025 Allocation Outlook and Positioning for What's Next
Following a series of investment committee meetings, WE Family Offices shares its latest perspectives on asset allocation and how investors might think about positioning as market conditions evolve. In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame and Matt...
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Rate Cuts, Resilient Growth and Rising Valuations: A Look Ahead to 2026
The Federal Reserve's decision to lower rates has set a new tone for the capital markets, influencing everything from liquidity and valuations to the broader economic outlook. In the latest episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner and Sam Sudame discuss what…
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The Fed's Rate Cut: Implications for Portfolios and Markets
The Federal Reserve lowered rates, raising important questions about the balance between inflation risks and continued economic growth. In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame to discuss what the Fed's decision could mean for interest rates…
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Strategic Choices in Fixed Income for Long-Term Investors
After several years of unusually high returns in money markets and short-term instruments, the environment for fixed income is shifting. In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame and Matt Farrell for a discussion on how investors should be thinking...
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The Private Credit Surge: What Investors Can’t Afford to Miss
Private credit has experienced explosive growth in recent years, attracting significant attention from investors and financial professionals alike. But with rapid expansion comes new risks and challenges. In this episode of The Wealth Enterprise Briefing, Managing Partner Michael Zeuner sits down...
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Strong Markets, Weak Data: What Families Should Pay Attention to Now
Economic headlines have been mixed all year, but recently, the tone of the data has shifted. In this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame to revisit the macroeconomic picture and unpack what's showing up in both soft and hard data as of late summer…
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Understanding Today’s Secondary Market: 2025 Trends & Opportunities
After several years of growing attention, the secondary private equity market is in a new phase, one defined less by dislocation and more by competition. In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner, sits down with Deputy CIO Matt Farrell to examine what's...
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Mid-Year Review: Staying Disciplined Amid Mixed Signals
In this mid-year edition of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices revisit the macro themes shaping 2025 and assess whether their core investment strategy still holds. What began as a year marked by policy uncertainty is starting to crystallize.…
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Private Investing in 2025: Vintage Timing, Real Returns
Private markets are facing headwinds, from reduced liquidity to fewer distributions, and many investors are wondering whether these assets still belong in a long-term portfolio. In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner, and Deputy CIO Matt Farrell…
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Signals in Conflict: What to Make of Mixed Economic Data
In this episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices unpack the widening disconnect between what stocks and bonds appear to be pricing in. While optimism around trade has lifted consumer confidence and driven a surge in retail trading activity, key...
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Private Liquidity, Public Assumptions: Rethinking Perpetual Vehicles
Perpetual private equity vehicles are gaining traction, but what exactly are investors signing up for? In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner, and Deputy CIO Matt Farrell explore the growing use of semi-liquid structures in private markets. These...
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Market Update: Temporary Relief, Lingering Risks and What Investors Should Watch Now
In this flash episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner, managing partner, and Sam Sudame, senior investment manager, revisit the state of the capital markets following recent tariff announcements and shifting investor sentiment. While equity markets have...
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Why Long-Term Commitments Still Matter in Private Markets
What happens when private market investments fall short of expectations and how should investors respond? In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner, and Matt Farrell, deputy CIO of WE Family Offices, discuss what families are seeing in their private…
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U.S. Market Volatility and Global Opportunities
In a rare market pattern, stocks, bonds and the dollar have all moved lower together, signaling deeper concerns about confidence in U.S. economic leadership. In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices discuss how rising tariffs,...
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Infrastructure Investing in 2025: Opportunities, Risks and Strategy
Infrastructure is attracting renewed interest as shifts in technology, government policy and inflation expectations reshape the opportunity set. Michael Zeuner, managing partner, and Matt Farrell, deputy CIO of WE Family Offices, examine how investments tied to real assets like energy networks,...
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Market Update: Tariffs Spark Volatility – How to Approach the Road Ahead
In this flash episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner, managing partner, and Sam Sudame, senior investment manager, examine how sweeping new tariffs are reshaping the U.S. economic outlook and financial markets. Their conversation provides a clear assessment…
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Private Market Perspectives: Staying Strategic in a Shifting Environment
How should investors think about private market commitments amid persistent inflation, policy uncertainty and a “higher for longer” interest rate environment? In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner, and Matt Farrell, deputy CIO of WE Family Offices,...
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The 10-Year Yield: A Guide to Economic Growth, Inflation and Market Signals
How can investors interpret public bond market signals to understand economic growth, inflation and market conditions? In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices analyze the 10-year Treasury yield and its role in shaping…
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Market Update: Tariffs, Market Volatility and Investor Strategy
In this flash episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner, managing partner, and Sam Sudame, senior investment manager, discuss how recent tariff policies are affecting the U.S. economy and financial markets. Their conversation provides a clear perspective on...
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Capital Market Assumptions and Portfolio Strategy: Key 2025 Takeaways
How should investors adjust their expectations as market conditions evolve? In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner and Deputy CIO Matt Farrell of WE Family Offices, break down the role of capital market assumptions in portfolio construction and what…
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Building Stability in an Uncertain Market
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner, and Matt Farrell, Deputy CIO of WE Family Offices, address a challenge many investors face: how investors can approach decision-making during periods of uncertainty about the future. They explore how the...
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A Closer Look at Term Premiums and Their Impact on Capital Markets
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices discuss recent changes in interest rates and how these shifts could impact investors. With rising bond yields and shifting guidance from the Federal Reserve, the conversation explores how...
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2025 Investment Outlook Part II: Real Assets and International Risks
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices explore how political instability and new fiscal policies may create divergent outlooks between U.S. and non-U.S. markets. They also discuss opportunities in real assets, particularly in...
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2025 Investment Outlook: Preparing for Reflationary Changes
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices discuss how the shift from 2024's Goldilocks economy—a period of balanced growth and stability—to a potentially reflationary government in 2025. This change, driven by new administration...
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2024 in Review: Key Lessons for Portfolio Management in 2025
Michael Zeuner and Sam Sudame of WE Family Offices discuss 2024's economic developments and share their 2025 outlook on portfolio strategies and market trends in the latest episode of The Wealth Enterprise Briefing. They examine how the Federal Reserve's policies, the persistence of a strong job...
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ABOUT THIS SHOW
The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
HOSTED BY
WE Family Offices
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Frequently Asked Questions
How many episodes does The Wealth Enterprise Briefing have?
The Wealth Enterprise Briefing currently has 96 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Wealth Enterprise Briefing about?
The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
How often does The Wealth Enterprise Briefing release new episodes?
The Wealth Enterprise Briefing has 96 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Wealth Enterprise Briefing?
You can listen to The Wealth Enterprise Briefing 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 The Wealth Enterprise Briefing?
The Wealth Enterprise Briefing is created and hosted by WE Family Offices.
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