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Artwork for Fidelity Viewpoints: Market Sense

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

The headlines are moving fast, but this Market Sense special report will tackle the escalating conflict in Iran and what this new geopolitical risk could mean for the markets and the global economy. Our Fidelity leaders discuss the impact on oil pric... more

In a landmark ruling, The Supreme Court has struck down the sweeping global tariffs. On this episode of Market Sense, Fidelity leaders unpack the implications of this decision, explore possible next steps, and discuss what it could mean for the marke... more

What’s really going on with gold and silver? Whether you’re just curious, feeling cautious, or feeling a little FOMO, this episode of Market Sense tackles the questions viewers keep asking about precious metals. A veteran portfolio manager joins us t... more

What’s the next big stock? On this episode of Market Sense, we’re sitting down with a Fidelity portfolio manager who specializes in spotting opportunities in mid‑cap companies—the potential “sweet spot” of the market. These businesses have often move... more

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Recent Guests

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
Naveen Malwal
CFA charter holder and institutional portfolio manager at Fidelity
Fidelity
Episode: 12.16.25 - Top performing stocks of 2025
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?
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

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 158 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 States7 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.

02.10.26 - What’s going on with the prices of gold & silver?
Q: What should investors consider for gold allocation in their portfolios?
Investors should evaluate their risk tolerance and look at their 60-40 portfolio with an eye towards impacting hard currency allocations, such as gold.
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.

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?

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 listeners does Fidelity Viewpoints: Market Sense get?

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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. Investing Insights
2. The Long View
3. Motley Fool Money
4. In the Money
5. Barron's Streetwise

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.

How do I contact Fidelity Viewpoints: Market Sense?

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What guests have appeared on Fidelity Viewpoints: Market Sense?

Recent guests on Fidelity Viewpoints: Market Sense include:

1. Greg Lohman
2. Ryan Oldham
3. Liana Davini
4. Naveen Malwal
5. Kana Norimoto
6. Maura Clow
7. Chris Lin
8. Sonu Kalra

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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