The Market Insights Broadcst

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, are joined by special guests Dan Goeddel, Chief Operating Officer, and Brian McGeehon, Chief Financial Officer.Together, they discuss the market implications of the Iran conflict, the outlook for oil and inflation, and how artificial intelligence is reshaping software, labor, and wealth management. The conversation also explores how Gatewood is using AI internally, why labor shortages may matter as much as job displacement, and why the human side of advising could become more important—not less—in the years ahead.Key Topics Include:Iran, oil shocks, and the market’s base caseInflation pressure and why energy still mattersThe state of software and SaaS amid AI disruptionLabor shortages, productivity, and business investmentHow Gatewood is using AI internallyFamily governance, parenting, and the future of human adviceWhether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Partner & Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Partner & Chief Investment Officer, examine two narratives dominating investor conversations: The surge in AI-driven market volatilityITR Economics’ long-standing 2030–2036 depression forecastFrom insurance brokers and wealth managers to logistics and real estate services, markets reacted sharply to AI headlines. But is this disruption or mispricing?Key Topics Include:AI panic across sectors and why markets “shoot first”Why AI may intensify productivity rather than replace laborITR’s unchanged 2030 depression forecastJapan’s demographics vs. market returnsDebt-to-GDP and inflation narrativesAustrian Business Cycle Theory explainedWhy technology can outpace demographic declinePortfolio strategy implicationsWhether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Partner & Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Partner & Chief Investment Officer, break down what markets are actually responding to and what investors may be overreacting to.From Federal Reserve rate expectations to GDP forecasts, earnings leadership, and market growth myths, the team walks through why recent volatility has looked more like short-term panic than a fundamental shift. Using historical data and current earnings trends, they explain why growth continues to surprise to the upside and whether betting against U.S. markets (or innovation) works.Key Topics Include:Why recent volatility wasn’t true panic sellingFed rate cuts: what mattered in 2025 and why 2026 may be differentGDP forecasts and why growth keeps getting underestimatedWhy the “Magnificent 7” continue to drive earnings growthU.S. dollar weakness and global performance narrativesWhy AI does not resemble past market bubblesMoney supply trends and what they signal for marketsWhether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, phone in a very returning special guest, Professor Jeremy J. Siegel—Wharton professor, Senior Economist at WisdomTree, and author of Stocks for the Long Run.Together, they unpack what actually drove markets in 2025 and explore the forces that could shape 2026, including interest rates, inflation, labor dynamics, government debt, and the growing role of productivity and AI. Professor Siegel also responds directly to rising fears around a potential “2030 depression,” offering historical context and long-term perspective.Key Topics Include: Why tariff fears faded and how markets ultimately respondedThe Fed’s rate path and what “normal” policy could look like in 2026Why Professor Siegel pushes back on “2030 depression” predictionsGovernment debt, demographics, and why default narratives persistInflation risk and why real assets matter over the long runLabor trends, productivity, and the role of AI in future growthStocks, real estate, and REITs as long-term components of wealth planningWhether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® and Chris Arends, CFA®, CMT®, CAIA® break down a turbulent November including rate-cut jitters, bank funding stress, AI-driven volatility, the much anticipated "Santa Rally", and the setup for a potential year-end recovery.They’re joined by featured guest Andrew Mark, CFA — Senior Vice President, Alternative & Private Credit Product Strategist at Pimco for a deep dive into what’s really happening inside the private credit and lending markets.Key Topics Include:Why markets pulled back 5–7% despite strong earningsThe Fed’s short-term pivot and how it repriced expectationsBank funding stress and liquidity signals to watchAI stock volatility and sentiment trendsConsumer debt, delinquencies, and household financial health“Shadow defaults,” PIK loans, and risks in private creditFraud concerns in lending markets — real issue or headlines?Public vs. private credit: liquidity, spreads, and riskWhy active management matters now more than everThe seasonal technical backdrop heading into year-endWhether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, examine the market forces shaping October — from government shutdown headlines and credit-market worries to gold’s surge and renewed inflation risks.Key Topics Include:How markets handle shutdowns and short-term noiseWhy rising defaults don’t necessarily mean crisisWhat’s driving gold’s rallyThe Fed’s next move on rates and inflationTariffs, geopolitics, and the investor playbookWhether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.

The Fed just cut rates, mortgage costs are sliding, and stocks are hitting new highs. But are these the early signs of a bull market—or a setup for disappointment? Investors are asking: what’s real momentum, and what’s just risk management spin?In September's episode of the Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, and Chris Arends, CFA®, CMT®, CAIA®, discuss the Fed’s September moves, falling mortgage rates, and whether record market highs signal risk—or the beginning of a bull run.👉 Key Topics include:The Fed’s “risk management” rate cutMortgage spreads and housing affordabilityTech’s dominance in market performanceThe independence of the Federal ReserveTune in for data-driven insights to guide your investment strategy this fall.

September is historically the market’s toughest month, but will 2025 follow the same path? With AI hype surging, tech valuations stretched, and just 7 stocks driving most of the market’s gains, investors are asking: is this rally built to last?In August's episode of the Market Insights Broadcast, Chris Arends, CFA®, CMT®, CAIA® is joined by his fellow Gatewood Partners, Daniel Goeddel, MBA and Brian McGeehon, MAcc, CFA®, CLU®. Together, they break down the latest market dynamics shaping investor decisions, with an informed perspective from our CFO and hiring manager on the recent changes in the job market.👉 Key topics include:Why September’s market history raises red flagsRecent payroll revisions and shifts in the hiring marketWhether AI enthusiasm is sustainable or speculativeThe risks of market concentration in mega-cap stocksHow China’s slowdown creates unexpected U.S. tailwindsBond market signals every investor should be watching

September is historically the market’s toughest month, but will 2025 follow the same path? With tariffs, tax reform, and shifting Fed expectations dominating the headlines, investors are asking: is the rally built on solid ground or just noise?In this week’s Market Insights, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® (CEO), and Chris Arends, CFA®, CMT®, CAIA® (CIO) are joined by special guests and fellow Gatewood teammates, Christina Shockley, CFP®, JD (CPO) and Dan Goeddel, MBA (COO). Together they break down what’s fueling recent market gains despite soft consumer data and Fed hesitation.👉 Key topics include:The disconnect between market optimism and economic fundamentalsTech and mega-cap stock momentumShifts in interest rate expectationsWhat investors should consider for the second half of 2025Whether you're planning near-term moves or long-term strategy, this episode helps decode what’s really happening behind the headlines.