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Fidelity Viewpoints: Market Sense

Fidelity Investments
Federal Reserve
Interest Rates
Tariffs
Market Volatility
Stock Market
Inflation
Artificial Intelligence
S&P 500
Bond Market
Investment Strategies
Tech Stocks
Job Market
International Stocks
Economic Growth
Housing Market
Corporate Earnings
Small Cap Stocks
U.S. Economy
US Economy
Government Shutdown

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

A surprisingly strong Q2 earnings season is helping to drive the market to new highs, with leadership once again expanding beyond the biggest tech names. On this episode of Market Sense, our Fidelity leaders will explore how the AI story is evolving ... more

Biotech stocks have been quietly outperforming technology companies for over a year now, and some investors believe the rally is just getting started! On this episode of Market Sense, a Fidelity portfolio manager joins us to discuss the innovation dr... more

Market volatility is unavoidable in retirement. The goal isn't to change your lifestyle or take from your portfolio downturns; it's to build a retirement income and investment strategy that allows you to stay invested through the ups and downs. On th... more

Investors are looking for clues about the future of interest rates under new Fed Chair Kevin Warsh. On this episode of Market Sense, we discuss Warsh’s new initiatives and priorities and what they could mean for the markets. Plus, Fidelity Total Bond... more

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Recent Guests

Irini Kontopoulos
Research analyst focused on biotech investments; Portfolio Manager of Fidelity Advisor Biotech Fund
Fidelity
Episode: 08.11.26 - Is it too late to invest in Biotech stocks?
John Dance
Portfolio manager of Fidelity's Emerging Markets Fund
Fidelity Investments
Episode: 07.21.26 - Why Emerging Markets stocks are so strong right now
Jennifer Faux-Cardillo
Portfolio Manager, Fidelity Small Cap Fund
Fidelity
Episode: 07.14.26 - Why you should consider investing in small caps now
Naveen Malwell
CFA charter holder; institutional portfolio manager for Strategic Advisors at Fidelity
Fidelity Strategic Advisors
Episode: 06.16.26 - How may SpaceX IPO, the Fed, & Iran move stocks?
Bradford Pinal
CFA; head of capital market strategist at Fidelity
Fidelity
Episode: 06.16.26 - How may SpaceX IPO, the Fed, & Iran move stocks?
Denise Chisholm
Director of Quantitative Market Strategy
Fidelity Investments
Episode: 06.09.26 - 2026 Midyear Outlook: Can the bull market continue?
Scott McAdam
CFA and institutional portfolio manager at Fidelity
Fidelity Investments
Episode: 06.02.26 - Are you overlooking these health care stocks?
Eddie Hewn
Portfolio manager, Fidelity Select Healthcare Fund, health care sector team leader
Fidelity Investments
Episode: 06.02.26 - Are you overlooking these health care stocks?
Julian Potenza
Portfolio Manager, Fidelity; co-manager of Fidelity Total Bond Fund and Fidelity Investment Grade Bond Fund
Fidelity Investments
Episode: 05.19.26 - Is it a good time to buy bonds?

Host

Heather Hedges
Host of Market Sense

Reviews

4.5 out of 5 stars from 173 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 Statesa year 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 States3 years ago

Listeners Say

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

Content is varied and often highly actionable for a range of investors.
Listeners sometimes note inconsistent release timing, which affects freshness of market context.
Disclaimers at episode ends are frequently mentioned as overly long.
Commenters appreciate disciplined, straight-ahead market commentary and guest expertise.
Production quality and mic/audio issues are a common critique in reviews.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

07.14.26 - Why you should consider investing in small caps now
Q: What constitutes a small cap company?
Small cap stocks typically include firms with market capitalizations from about $300 million up to roughly $10 billion, and the Russell 2000 serves as the representative index for this space, highlighting its broad diversification across sectors and a different balance of growth versus value dynamics.
07.21.26 - Why Emerging Markets stocks are so strong right now
Q: Do you think the EM rally is durable and what should investors consider for EM allocations going forward?
John asserts this is a long-run story with opportunities across sectors and regions, emphasizing globalization of EM businesses, ongoing demand within EM for trade with each other, and the importance of active, stock-picking in a highly fragmented EM landscape.
07.21.26 - Why Emerging Markets stocks are so strong right now
Q: John, please introduce yourself and share your background that prepares you for managing Fidelity's Emerging Markets Fund.
John Dance explains his nearly two decades at Fidelity, his global experience including time in Hong Kong and London, and how on-the-ground engagement with management teams across diverse EM markets informs a bottoms-up, structurally growing investment approach.
06.23.26 - “What is the best place for uninvested cash?” & more FAQs
Q: What is the best way to navigate market volatility?
Work with a Fidelity planner to create a three-bucket plan (emergency, protection, growth) and stay invested with a diversified portfolio aligned to risk tolerance and goals.
06.02.26 - Are you overlooking these health care stocks?
Q: What exactly encompasses the health care sector beyond insurers and big pharma?
The guest explains that health care is broad, including biotechnology, health care services, medical technology, and analytical tools used to develop innovative therapies and analyze biological data, with AI integration accelerating progress across all these areas.

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?

A finance-focused show features Fidelity experts and fund managers breaking down current market dynamics, with emphasis on volatility, inflation, interest rates, and macro themes like AI, bonds, and international markets. Episodes blend practical investment guidance (retirement planning, asset allocation, income ideas) with editorially sharp questions that unpack sector opportunities, risk management, and how policy moves ripple through portfolios. Notable strengths include disciplined, data-driven commentary from senior Fidelity professionals and a clear focus on actionable takeaways for long-term and income-oriented investors; production quality and timely publishing are recurring topics in listener feedback.

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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. Investing Insights
2. In the Money
3. The Long View
4. On Investing
5. Bogleheads On Investing Podcast

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

Fidelity Viewpoints: Market Sense launched 5 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. Irini Kontopoulos
2. John Dance
3. Jennifer Faux-Cardillo
4. Naveen Malwell
5. Bradford Pinal
6. Denise Chisholm
7. Scott McAdam
8. Eddie Hewn

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