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Fidelity Viewpoints: Market Sense

Fidelity Investments
Federal Reserve
Interest Rates
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Tech Stocks
Stock Market
Market Volatility
Investment Strategies
Artificial Intelligence
September Effect
Small Cap Stocks
Housing Market
Mortgage Rates
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

What’s next in AI?

On this special in-person edition of Market Sense, we sit down with Chris Lin, a Fidelity Portfolio Manager who manages more than $100 billion in large-cap growth strategies with a focus on technology. We’ll dig into what’s evolv... more

As the first quarter of 2026 comes to a close, this episode offers a timely status check on the economy and overall market sentiment. We’ll dig into how markets are absorbing major global headlines—from Middle East unrest to volatile oil prices and r... more

This episode of Market Sense dives into the unfolding conflict in Iran and how the tanker shutdown in the Strait of Hormuz is affecting global energy markets. You'll hear from a Fidelity portfolio manager about why a prolonged closure could disrupt e... more

As tax‑filing season approaches, this episode of Market Sense takes a look at ways investors can manage taxes more effectively throughout the year. We walk through investments that can offer tax-advantaged passive income. We break down how strategies... more

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Recent Guests

Jake Weinstein
Senior Vice President at Fidelity's Asset Allocation Research Team
Fidelity
Episode: 03.24.26 - Are we headed for a recession?
Ashley Fernandez
Sector leader for Natural Resources and Fidelity's Equities Division; co-manager of Fidelity Natural Resources Fund
Fidelity
Episode: 03.17.26 - Energy: The global implications
Travis Ferland
Fidelity Vice President and financial consultant in the Boston area
Fidelity Investments
Episode: 03.10.26 - Ways to help reduce taxes on stocks & bonds
Greg Lohman
Vice President of Advocacy and Policy Communications at Fidelity
Fidelity
Episode: 02.24.26 - Supreme Court tariff ruling: what’s next?
Ryan Oldham
Fidelity Portfolio Manager and Research Director with experience in investing in the gold space
Fidelity
Episode: 02.10.26 - What’s going on with the prices of gold & silver?
Liana Davini
Vice President and market leader at Fidelity, overseeing investor centers in Boston area.
Fidelity
Episode: 01.13.26 - One of the smartest investing moves to consider
Kana Norimoto
Senior Fixed Income Macro Analyst at Fidelity
Fidelity
Episode: 12.09.25 - Interest rates & the Fed in 2026
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?

Hosts

Heather Hedges
Host of a financial insight series delving into market trends and investment strategies, with an emphasis on educating listeners about the complexities of the financial landscape.
Urien Timmer
Director of Global Macro at Fidelity, known for his expertise in analyzing macroeconomic trends and their impacts on market performance.

Reviews

4.6 out of 5 stars from 162 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 States8 months ago
  • Good show

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

    Apple Podcasts
    5
    JMS32205
    United States2 years 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.

Several reviews mention quality issues with the sound and overwhelming legal disclaimers as potential drawbacks.
The discussions offer insightful market views and are well organized.
Listeners often find the information valuable, though some mention that the release timings could be improved.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

03.31.26 - AI: What you should be paying attention to
Q: What are the dominant AI themes right now and how are they affecting software stocks?
AI agents are the leading theme, expanding from simple search to autonomous task execution, which could alter the competitive landscape for software by reducing the need for human-in-the-loop processes and shifting which companies benefit most from AI adoption.
03.24.26 - Are we headed for a recession?
Q: What is the outlook for interest rates this year?
Rates are higher now, with a potential for fewer cuts and possibly a hike, but the more likely trajectory is for rates to drift lower later in the year as inflation and labor conditions evolve, with volatility expected to stay elevated.
03.24.26 - Are we headed for a recession?
Q: Is the US economy still in good shape given the energy shock and Middle East tensions?
Yes, the US economy remains in a mid-cycle expansion supported by diversified sectors, ongoing policy accommodation, and resilient earnings, though higher oil prices and inflation concerns could weigh on the pace of growth.
03.24.26 - Are we headed for a recession?
Q: How much has recession risk risen in the past few weeks?
The team views a higher probability of a recession now than several weeks ago, but the actual magnitude and timing remain uncertain and are evaluated within a defined business cycle framework; overall, they do not see enough evidence yet to push the odds into a severe downturn.
03.03.26 - Iran conflict: investment strategies for uncertainty
Q: What do you make of the market reaction yesterday versus today?
Markets tend to discount new information quickly, and the reaction can shift as headlines and perceived implications evolve, leading to periods of volatility before a clearer picture emerges.

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?

Content focuses prominently on investment strategies, market trends, and financial insights aimed at helping listeners make informed decisions in varying economic climates. Topics frequently highlighted include the impact of interest rates, portfolio diversification, and current events affecting the stock market, with a particular emphasis on assets like gold, silver, and AI-driven investments. The series features discussions with industry experts who provide valuable perspectives on navigating market volatility, tactical asset allocation, and risk management. A unique aspect of this content is its frequent updates on the latest market developments, offering actionable insights for both novice and seasoned investors.

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How many subscribers and views does Fidelity Viewpoints: Market Sense have?

To see how many followers or subscribers Fidelity Viewpoints: Market Sense has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. On Investing
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. Jake Weinstein
2. Ashley Fernandez
3. Travis Ferland
4. Greg Lohman
5. Ryan Oldham
6. Liana Davini
7. Kana Norimoto
8. Maura Clow

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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