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Fidelity Viewpoints: Market Sense

Fidelity Investments
Federal Reserve
Interest Rates
Inflation
Tech Stocks
Stock Market
Market Volatility
Investment Strategies
ARTIFICIAL Intelligence
September Effect
Small Cap Stocks
Mortgage Rates
Housing Market
Bond Market
Consumer Spending
International Stocks
Job Market
Real Estate
Financials
Mid Cap Stocks
Inflation Data

To help you navigate through current market conditions, Fidelity's leaders have come together for a series called Fidelity Viewpoints®: Market Sense. Each week, they'll cover the latest market happenings, actions you might consider, and answers to common questions. © 2025 FMR LLC. All rights reserved.

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Artwork for Fidelity Viewpoints: Market Sense

Latest Episodes

Despite little economic data, the Fed has approved another interest rate cut for December. A cooler job market was cited as the main concern, and now questions swirl about whether this rate cutting cycle will continue in 2026. On this episode of Mark... more

From gold to Bitcoin, to tariffs, 2025 has delivered some unique market headlines. On this episode of Market Sense, Fidelity’s Jurrien Timmer reveals what’s behind this year’s trends—and what investors should watch for next.

On the go? Market Sense... more

Ready to talk about taxes? On this episode of Market Sense, we dive into the new tax law, and how it could impact your 2025 taxes. A Fidelity branch leader and former tax preparer will highlight some of the changes and strategies for itemizing, chari... more

A seasoned Fidelity fund manager joins the Market Sense team to tackle the question everyone is asking: “Are we in an AI bubble or is this the beginning of a long-term tech transformation?" We’ll also discuss how to spot durable tech investments and ... more

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Recent Guests

Jurrien Timmer
Director of Global Macro at Fidelity
Fidelity
Episode: 12.02.25 - Gold, Bitcoin & Jurrien’s 2025 market takeaways
Maura Clow
Vice President and financial consultant at Fidelity, with background as a tax preparer.
Fidelity
Episode: 11.18.25 - How the new tax law could affect your taxes
Chris Lin
A seasoned portfolio manager with a focus on large cap growth and the tech industry
Fidelity Investments
Episode: 11.04.25 - Are we in an AI bubble?
Sonu Kalra
Veteran portfolio manager at Fidelity
Fidelity
Episode: 10.14.25 - How a fund manager picks stocks in 2025
Naveen Mawal
CFA Charter Holder and Institutional Portfolio Manager
Fidelity Investments
Episode: 10.07.25 - Q4 Stock market forecast
Maura Clough
Vice president and financial consultant at Fidelity, former tax preparer
Fidelity
Episode: 08.19.25 - What is tax-loss harvesting & how to do it?
Uriah Zimmer
Director of Global Macro at Fidelity
Fidelity
Episode: 07.29.25 - International stock investment opportunities
Yasmin Landi
Institutional Portfolio Manager at Fidelity focusing on international stocks
Fidelity
Episode: 07.29.25 - International stock investment opportunities
Ben Kalkert
Vice President and Alternative Investment Strategist
Fidelity Investments
Episode: 05.20.25 - What are liquid alternatives?

Hosts

Heather Hedges
Host of Market Sense, focused on guiding listeners through current market conditions and financial strategies by engaging experts in the field.
Urien Timmer
Director of Global Macro at Fidelity, providing insights on macroeconomic trends and their implications for investors.

Reviews

4.6 out of 5 stars from 156 ratings
  • Politically biased

    It’s frustrating to have a guest with such strong political biases influencing his comments. It’s even more concerning to know that he works within fidelity and allows these biases to influence advice which flows down to customers.

    Apple Podcasts
    2
    wtp3
    United States4 months ago
  • Good show

    Very informative. As others have mentioned; the releases of shows is inconsistent.

    Apple Podcasts
    5
    JMS32205
    United Statesa year ago
  • Good podcast, too much legal disclaimers

    I like this podcast very much. However, five minutes of canned legal disclaimers and other verbal “fine print” at the end of each podcast is excessive and unnecessary. Of all the financial podcasts that I listen to this is by far the longest with the disclaimers. Please abbreviate this.

    Apple Podcasts
    3
    Bcf06877
    United States2 years ago
  • Great show

    Thank you for sharing the actual show. It’s helpful to see and hear the guests. Keep em coming C.

    Apple Podcasts
    5
    ChipLeza
    United States2 years ago
  • Well organized, insightful market views

    Fidelity experts give their views on various financial market topics. It is not a sales talk for Fidelity services just straight up, succinct commentary curated by very adept host. Heather Hegedus keeps it moving fast & asks excellent questions. Been a client for many years but think this is new. It appears on fidelity’s website before it hits this podcast.

    Apple Podcasts
    5
    rakish6
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some express concerns about the excessive legal disclaimers that can take away from the primary content of the episodes.
Listeners appreciate the informative nature of the discussions, particularly on current market trends and investment strategies.
Several people have noted the production quality can vary, with some suggesting improvements in sound clarity and recording conditions.
There are comments regarding the timeliness of episode releases, with some expressing frustration over delays that can affect the relevance of content in a rapidly changing market.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

11.04.25 - Are we in an AI bubble?
Q: How do you think about who might be at risk from being disrupted by AI?
Businesses with digital-only models that are repetitive and static could be at risk of disruption by AI.
11.04.25 - Are we in an AI bubble?
Q: Are we in an AI bubble at this point?
It's uncertain; one might not recognize a bubble until it potentially bursts, but AI could be a significant long-term growth area.
10.28.25 - Should I invest in bonds when interest rates fall?
Q: What's the implication for stocks given the current inflation of 3 percent?
Julian suggests that the bond market has weathered tariff concerns relatively well, with strong corporate earnings supporting the outlook.
10.28.25 - Should I invest in bonds when interest rates fall?
Q: Julian, what do you think is going to happen tomorrow?
Urian believes that several more rate cuts are expected this year following a 25 basis point cut in September.
10.14.25 - How a fund manager picks stocks in 2025
Q: What role does global exposure play in your investment strategy?
I consider international investments with caution, looking for US companies with opportunities to expand globally.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Fidelity Viewpoints: Market Sense

What is Fidelity Viewpoints: Market Sense about and what kind of topics does it cover?

The discussions focus on navigating current market conditions, providing insights into various financial topics, including tax strategies, investment opportunities, economic indicators, and market trends. Episodes frequently feature expert analysis from Fidelity leaders and financial consultants, addressing questions about stock market dynamics, the impact of monetary policy, and the effects of global economic events on investment strategies. There is a strong emphasis on understanding complex financial topics in a digestible format for both seasoned investors and those new to market dynamics, making these discussions relatable and practical for listeners seeking to enhance their financial literacy.

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Which podcasts are similar to Fidelity Viewpoints: Market Sense?

These podcasts share a similar audience with Fidelity Viewpoints: Market Sense:

1. Market Insights
2. Investing Insights
3. In the Money
4. The Long View
5. The Morning Filter

How many episodes of Fidelity Viewpoints: Market Sense are there?

Fidelity Viewpoints: Market Sense launched 4 years ago and published 12 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Fidelity Viewpoints: Market Sense?

Recent guests on Fidelity Viewpoints: Market Sense include:

1. Jurrien Timmer
2. Maura Clow
3. Chris Lin
4. Sonu Kalra
5. Naveen Mawal
6. Maura Clough
7. Uriah Zimmer
8. Yasmin Landi

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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