All Episodes
Portfolio Intelligence Podcast — 114 episodes · page 1 of 2
Supporting clients through college planning and transition
From AI to the Fed: what could shape the rest of 2026?
Advising through the business exit journey
Finding value in fixed income amid equity volatility
How AI is driving equity momentum and attractive alternatives
Positioning portfolios for volatility with long/short investing
How to approach alternatives and private credit today
What energy shocks mean for markets and investors
The role of municipal bonds in tax-efficient portfolios
Beyond home bias and the case for international equities
Market update and key investment themes for 2026
The role of alternative investments in modern portfolios
Focusing on income and quality: portfolio positioning for 2026
What you need to know about Medicare planning
What’s driving the renewed focus on municipal bonds
Taking stock: mixed economic signals, Fed expectations
Celebrating 100 episodes with John Bryson
How OBBBA changes affect college funding and savings
Post-summer outlook: evaluating the market landscape
Know what you own: fixed-income in focus
Demystifying the Social Security Fairness Act
Understanding active ETFs and ETF share classes
Cutting through the noise—portfolio positioning in a shifting economy
College admissions—navigating test-optional applications
From inflation to rate cuts—evaluating potential tariff impacts
Reframing the way we think about women, wealth, and investing
How might tariffs affect U.S. growth and the Fed’s approach to rates?
Avoid pumping up the volume—tempering return expectations
Why U.S. stocks may continue to do well in 2025
Market outlook: what’s changed since the election?
Medicare decisions for today’s retirees
How should investors approach private credit?
How should investors approach portfolio positioning as rate cuts begin
Paying for college without falling into deep debt
Looking beyond mega-tech
Finding value in today’s markets
Amid uncertainty, is stock rotation the way forward?
Tips for making college admissions officers say, ‘wow’
Investing with patience in a higher-for-longer rate environment
Will the impressive stocks rally in Q1 continue?
Navigating the Fed’s on-again, off-again pivot on interest rates
Is there still time to move cash off the sidelines and into bonds?
Earnings optimism and rate-cut expectations are driving sentiment: is it sustainable?
What does November’s rally tell us about bonds and rates?
Understanding Medicare coverage
Unpacking the muni market: our late 2023 outlook for municipal bonds
Navigating the financial markets in Q4 2023 and beyond
Cutting the cost of college with financial aid and other resources
China’s troubles, easing U.S. inflation, and other top Q3 issues for investors
Portfolio positioning for Q3 2023 and beyond
Who are the future’s AI giants? From hyper-scalers to model specialists
How financial professionals can help business owners with exit planning
Unpacking new trends in college admissions and scholarships
Fixed-income outlook for a potential monetary policy transition
Have bank fears upended the investment outlook?
Women, wealth, and wisdom: helping clients take charge of their finances
Positioning portfolios midway through Q1 2023
How financial professionals can build trust and resilience in their client relationships
What’s ahead for the Fed in 2023?
Our market outlook looking ahead to 2023
How financial professionals may benefit from leveraging the power of model portfolios
Seeking opportunities in today's turbulent bond market
The market outlook entering year-end 2022
What financial advisors need to know about the changing fee landscape
Charting market headwinds in the second half of 2022
Positioning portfolios for a late cycle environment
Inflation and stagflation—assessing their impact on markets and the economy
Where does the U.S. economy stand entering mid-year 2022?
Unpacking spring’s surge in market volatility
Preparing for today's competitive college admissions environment
Portfolio positioning for a moderating economy
A case for value stocks for today’s investors
Opportunities arising from recent market volatility
Best practices of virtual meetings for financial professionals
Our 2022 economic projections and investment outlook
Using LinkedIn Sales Navigator to help build your business
What P/E ratios are saying about stocks
Investing in the environmental megatrend
Is inflation here to stay?
How advisors are using technology to help clients
Debunking four fixed‐income investing myths
ESG investment strategies for today
Don’t fumble the FAFSA
Midcycle investing for the second half of 2021
Why advisors use asset allocation models
Growth or value in the global equities market?
How to pay for college
What does inflation mean for the economy?
Where are we now in the economic cycle?
A short history of ETFs
The Fed holds the key to the economic cycle
Will consumer spending propel the economic recovery?
Will emerging markets lead the new cycle?
Short squeezes, SPACs, and market volatility
An investor’s guide to Biden’s first 100 days
Top investing ideas for 2021
2021 market and economic outlook
Credit research, from AAA to CCC
What’s next for markets after the election?
ETF tax efficiency and year-end planning