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Tariffs, de-dollarization, and gold: Navigating market volatility

While optimism over easing tariff risks has buoyed markets so far, the US administration’s tough trade stance and the Israel-Iran conflict continue to fuel volatility and uncertainty. How can investors balance opportunity and risk amid these shifting dynamics? Plus, will the US dollar fall further, and what are the key strategies for diversifying beyond the USD?

�۶���Ƶ On-Air: Paul Donovan Daily Audio 'Hints of labor market weakness?'

Tomorrow’s US holiday means US labor market data appears today. There is a hint today’s report may be weak. US presidents normally see the data the night before release. Last night, US President Trump issued a social media post calling for Federal Reserve Chair Powell to resign. Policy uncertainty and the largest tax increase in modern times are more likely to damage the labor market than Fed policy, but the post might signal weaker data.

The Energy Evolution: The road ahead & Investment considerations

Jay Dobson is joined by Rob Thummel for an in-depth conversation about where we are in the energy evolution story, including a look at technological innovations, investment considerations, and what to expect in the years ahead. Plus, thoughts on geopolitical risks to be mindful of when it comes to energy investing. Featured are Jay Dobson, Energy and Utilities Sector Strategist Americas, with the �۶���Ƶ Chief Investment Office, and Rob Thummel, Senior Portfolio Manager, at Tortoise Capital Management. Host: Daniel Cassidy

�۶���Ƶ On-Air: Paul Donovan Daily Audio 'The UFP – Unsustainable Fiscal Position'

The US Senate passed legislation to enshrine an unsustainable fiscal position into law. The bill goes to the House, where it may run into difficulties. Some fiscal conservatives are unhappy with the unsustainable part of US fiscal policy. Markets are not likely to react to squabbles over details—unsustainable US fiscal policy is well understood, and the economic effects of redistributing from lower income to higher income households will take time to emerge.

Artificial Intelligence: Energy requirements, Competitive landscape & more with Michael Lippert (Baron Capital)

Michael Lippert is a Vice President, Portfolio Manager, and serves as the Head of Technology Research at Baron Capital. Listen to a wide-ranging conversation about the evolution of AI, including an assessment of the energy requirements to sustain global demand, a look at the global competitive landscape, along with anticipated future use cases of this rapidly evolving technology. Host: Daniel Cassidy

Washington Weekly Podcast: Middle East, NATO, Reconciliation package, Genuis Bill

Shane drops by with the latest developments out of the Middle East, as we continue to monitor the US, Israel, Iran ceasefire, and assess last weekend’s US strikes on Iran’s nuclear sites. Plus, takeaways from this week’s NATO summit in the Netherlands, and a status update on the Reconciliation package being worked through Congress. We also touch on Congressional efforts to establish a regulatory framework for stablecoins. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Middle East, Capitol Hill, US-China trade & more

Shane drops by to share the latest developments out of the Middle East involving Israel and Iran, along with notable domestic developments spanning progress on the One Big Beautiful Bill, and Federal response to recent occurrences of civil unrest. Plus, thoughts on the outcome of this week’s round of US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Top of the Morning: POTUS 47 - Has the worst of the tariff threat passed?

Kurt rejoins the conversation in studio to reflect on the latest developments surrounding US trade policy, along with how markets have reacted - plus, thoughts on how the progression of trade negotiations (most notably with China) may progress in the weeks and months ahead. We also discuss investor concern stemming from the US fiscal outlook, and the path forward for the US budgetary situation. Featured is Kurt Reiman, Head of Fixed Income Americas, �۶���Ƶ Chief Investment Office. Host: Daniel Cassidy

Washington Weekly Podcast: Trade update, Russia-Ukraine, Capitol Hill roundup

With the US Senate set to shortly weigh in on the “Big, Beautiful Bill”, Shane roadmaps the potential next-steps, along with the potential timing of arrival on President Trump’s desk. We also cover progress being made towards a Congressional stock trading ban, update on Russia-Ukraine talks, and weigh in on Wednesday’s notable trade developments. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Washington Weekly Podcast: Middle East trip, China trade, Tax legislation

Shane drops by on a Monday to preview a busy week ahead, accounting for President Trump’s highly anticipated Middle East visit. We also spend time recapping the outcome of this past weekend’s trade negotiations in Switzerland between the US and China, along with other notable progress made recently on the trade front. Plus, and update as to where progress on Capitol Hill stands with respect to tax legislation. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

Macro Monthly Podcast with �۶���Ƶ Asset Management

Join Evan Brown, Head of Multi-Asset Strategy for �۶���Ƶ Asset Management, for an assessment of the macro environment as we head into the mid-point of 2025. Recorded on 25.06.09

In conversation: Consolidated Reporting: A function whose time has come

Jeremy Langlois of iCapital discusses juggling his hockey career while developing Mirador with CEO Joe Larizza, the value of consolidated reporting and data mining for family offices today, ways the industry is evolving and more with �۶���Ƶ Client Specialist Kristen Liller.

Top of the Morning: A “Spending waterfall” to fund your retirement lifestyle

Learn about how retirees can manage taxes when withdrawing from their accounts in retirement to ultimately improve their after-tax growth potential. Featured are Justin Waring, Senior Total Wealth Strategist, & Ainsley Carbone, Retirement Strategist, �۶���Ƶ Chief Investment Office. Host: Daniel Cassidy

Planning Podcast Series: Planning for the LGBTQ Family

In the Advanced Planning Group’s latest podcast, Senior Wealth Strategists, Casey Verst and Joanna Morrison, discuss what makes planning for the LGBTQ community unique. Host: Daniel Cassidy

The ARTicle Podcast: The Art of Protection – A conversation about fine art insurance

On this episode of the ARTicle Podcast, Matthew Newton sits down with Bradley Taylor of HUB International to unpack the evolving complexities of insuring fine art collections in an era of heightened risk. Whether you are a seasoned collector or just getting started, this episode offers timely insights and practical steps to safeguard your collection.

Elección judicial en México: ¿qué está en juego para los mercados?

La elección judicial en México fue un hecho sin precedentes: por primera vez se eligió por voto popular a todo el poder judicial. Más de 800 cargos estuvieron en juego en un proceso marcado por la falta de información y la baja participación.

Ep. 9 LatAm Access Podcast - Futuro de doÌ lar.mp3

Trump 2.0 en América Latina: ¿Doctrina Monroe recargada?

A cuatro meses del segundo mandato de Donald Trump, América Latina enfrenta una nueva etapa marcada por políticas migratorias más estrictas, tensiones comerciales, aranceles y un renovado interés geopolítico por parte de Estados Unidos. En este episodio de LatAm Access, Alejo Czerwonko conversa con Brian Winter, experto en política latinoamericana, sobre cómo la administración Trump está redefiniendo la forma en que Estados Unidos se relaciona con nuestra región.

Volatilidad y Family Offices: ¿Cómo se están protegiendo los altos patrimonios?

En un contexto de volatilidad global, el papel de las Family Offices es clave. En este episodio, Alberto Rojas analiza, con la colaboración de Maximilian Kunkel, CIO de Global Family and Institutional Wealth en �۶���Ƶ, cómo estas oficinas de gestión de grandes patrimonios navegan la incertidumbre generada por aranceles, conflictos y tensiones geopolíticas.

Argentina y el FMI: ¿Hacia un nuevo comienzo?

El último acuerdo de Argentina con el FMI vislumbra un nuevo horizonte económico para el país. Alejo Czerwonko, Chief Investment Officer para Mercados Emergentes en �۶���Ƶ, y Alejandro Werner, Director del Instituto de las Américas de la Universidad de Georgetown, desglosan los detalles del nuevo acuerdo, sus objetivos y los desafíos que enfrenta Argentina para lograr la estabilidad económica.

Rumo a 2026: um aquecimento para o grande debate até a corrida eleitoral

Rafael Favetti (Fatto Inteligência Política), Luciano Telo e Ronaldo Patah (�۶���Ƶ GWM) analisam os possíveis nomes na disputa presidencial e os riscos institucionais no caminho até as urnas. Um episódio para entender agora o que estará em jogo no futuro. Ouça agora!

Relações institucionais no Brasil: política econômica, STF e articulação no Congresso

Com o Congresso fragmentado e o STF no centro do debate, como o Brasil avança? Rafael Favetti (Fatto Inteligência Política), Luciano Telo e Ronaldo Patah (�۶���Ƶ GWM) analisam o atual ambiente político, os desafios para a governabilidade e o que observar no cenário institucional nos próximos meses. Ouça agora!

Bolsas no Brasil e no mundo: Como se posicionar após o rally?

Com bolsas em alta e tecnologia em destaque, investidores seguem cautelosos. É hora de mudar o portfólio? Neste episódio, Luciano Telo, CIO para o Brasil no �۶���Ƶ GWM, e Ronaldo Patah, estrategista de investimentos para o Brasil no �۶���Ƶ GWM, analisam os mercados globais e locais, os riscos no radar e o reposicionamento em Brasil. Um olhar estratégico sobre como navegar esse cenário de incertezas.

Quando a maior economia do mundo balança, o que pode acontecer no Brasil?

As novas tarifas anunciadas pelos Estados Unidos e os riscos de uma desaceleração econômica global colocaram os investidores em alerta. E o Brasil, onde fica agora? Neste novo episódio, Luciano Telo conversa com Solange Srour, diretora de macroeconomia para o Brasil no �۶���Ƶ GWM, trazendo insights exclusivos diretamente das reuniões do Fundo Monetário Internacional (FMI), que aconteceram neste mês de abril. Uma análise prática e estratégica para quem quer entender os passos do Fed, os possíveis dilemas de recessão na maior economia do mundo, e como ajudar a proteger as carteiras neste ambiente incerto.

Crédito privado em 2025: ainda vale a pena?

O mercado de crédito privado viveu um grande movimento ao longo de 2024. Agora, em 2025, com spreads mais apertados, financiamento mais seletivo e mudanças na liquidez, quais são as estratégias mais promissoras para investidores? E como as empresas estão se posicionando diante das condições de juros e crédito? Neste episódio, Luciano Telo, nosso CIO para o Brasil, recebe Paulo Vasconcellos, Gestor de Crédito Privado do �۶���Ƶ Evolution, para uma conversa sobre os desafios e oportunidades do setor. Ouça agora!