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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
Financials
Real Estate
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

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

Short-term bonds can offer income, flexibility, and stability in a diversified portfolio. This episode of Market Sense explores how short-term bonds have performed in the current economic environment, especially with more rate cuts on the table. A Fi... more

As the Federal Reserve shifts toward lower interest rates, investors face a new challenge: how to make their cash work harder in an economic landscape where traditional savings vehicles may soon offer diminishing returns. On this episode of Market Se... more

Key Facts

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Recent Guests

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
Navin Malwal
CFA charter holder and institutional portfolio manager at Fidelity
Fidelity
Episode: 08.19.25 - What is tax-loss harvesting & how to do it?
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?
Courtney Mays
Fidelity Workplace Financial Consultant who works closely with clients who have retirement accounts through their employer.
Fidelity
Episode: 04.29.25 - Roth conversions & investing strategies for volatility

Host

Heather Hedges
Host and representative of Fidelity, leading discussions on market trends and investment strategies.

Reviews

4.6 out of 5 stars from 154 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 States3 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.

Production quality could be improved; some technical issues noted.
Informative discussions about current market events and financial strategies.
Overall, listeners appreciate the valuable information provided, despite some criticisms regarding length and format.
Expert insights from experienced professionals in finance and investment.
Content is sometimes delayed in release, leading to concerns about timeliness of information.

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

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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?

This podcast features discussions led by industry experts about current market trends and financial strategies. Each episode covers a variety of topics including investment opportunities in stocks and bonds, market reactions to economic events, tax strategies, and retirement planning. Notably, episodes feature insights from various Fidelity leaders, enhancing the credibility and relevance of the content. Listeners can expect timely analyses that aim to provide actionable financial advice for navigating the complexities of the investment landscape.

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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. The Morning Filter
4. Simple, but Not Easy
5. The Long View

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. Chris Lin
2. Sonu Kalra
3. Naveen Mawal
4. Navin Malwal
5. Maura Clough
6. Uriah Zimmer
7. Yasmin Landi
8. Ben Kalkert

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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