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Artwork for Market Insights

Market Insights

Fidelity Investments
Inflation
Federal Reserve
Fidelity
Equity Market
Earnings Growth
US Economy
Technology Sector
Interest Rates
Quantitative Investment Strategies
Labor Market
U.S. Economy
Value Investing
Market Volatility
Equities
Labor Costs
Stock Market
Asset Allocation
Bond Market
Economy
Corporate Earnings

Hear Fidelity’s insight on the current market and global economy. For legal info go to go.fidelity.com/legal

PublishesTwice monthlyEpisodes47Founded8 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Market Insights

Latest Episodes

Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.

Dirk Hofschire, CFA, and Lars Schuster discuss rising long-term yields, shifting investor dynamics, and the Fed’s policy outlook amid growing fiscal pressures. Recorded September 3, 2025.

Denise Chisholm is joined by Fidelity portfolio manager, Rob Croce, to discuss the equity market outlook, the reconciliation bill, and the role of alternative investments—including Fidelity’s new managed futures fund. Recorded on July 21, 2025.

Dirk Hofschire, CFA, and Lars Schuster unpack the latest market trends, economic expansion signals, job market strength, Fed policy, interest rates, and the impact of global tariffs. Recorded August 6, 2025.

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Recent Guests

Roy Justice
Fidelity's Global Technical Strategist
Fidelity Investments
Episode: Market Insights: Revisions, Confidence, and the Secular Bull Market
Rob Croce
Portfolio Manager of the Managed Futures ETF
Fidelity
Episode: Market Insights: Managed futures and the new tax bill
Adam Benjamin
Portfolio Manager of Fidelity's Select Technology and Semiconductor Funds
Fidelity Investments
Episode: Market Insights: Tech Sector Outlook: What’s Next?
Dirk Hofscher
Managing Director of Asset Allocation Research
Fidelity Investments
Episode: Market Insights: Midyear Market Pulse
Dirk Hofschar
Managing Director of Asset Allocation Research
Fidelity Investments
Episode: Market Insights: Tariffs and Market Turbulence. A Month of Economic Ups and Downs
Bobby Barnes
Head of Fidelity's Quant Index Solutions
Fidelity
Episode: Market Insights: Recent volatility and dividend yield strategies
Matt Reed
Financials Analyst and Fund Manager
Fidelity Select and Advisor Financials Fund
Episode: Market Insights: Financial Sector Spotlight
Jennifer Fo
Manager of Fidelity's Advisor Small Cap Fund and oversees funds focused on small-cap opportunities.
Fidelity Investments
Episode: Market Insights: Equity Market Outlooks & Small Caps
Danielle Lawson
Institutional Portfolio Manager for quant strategies
Fidelity
Episode: Market Insights: Market uncertainty and custom SMAs

Hosts

Lars Schuster
Institutional Portfolio Manager with Fidelity Strategic Advisors, offering insights into market dynamics and investment strategies.
Denise Chisholm
Director of Quantitative Market Strategy with Fidelity's Quantitative Research and Investments Division, providing data-driven insights on market strategy and trends.

Reviews

4.2 out of 5 stars from 83 ratings
  • Low on content, ludicrously long on legal disclosures

    Seriously. 5 out of the 15 minutes was legal disclosures. 5 MINUTES OF LEGAL DISCLOSURES ARE YOU SERIOUS? Someone needs to grab the compliance staff by the balls and settle them down.

    Apple Podcasts
    1
    Mr. Slapp-n-Tickle
    United States2 years ago
  • Legalese

    Post program disclosure info is unbearably tedious

    Apple Podcasts
    1
    TomKay53
    United States6 years ago

Listeners Say

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

Show features in-depth analysis and expert insights that many listeners find valuable for their investment decisions.
Some criticism exists regarding excessive legal disclosures at the start of episodes, which can detract from the content.

Chart Rankings

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

Apple Podcasts
#64
United States/Business/Investing
Apple Podcasts
#216
United States/Business
Apple Podcasts
#45
Canada/Business/Investing
Apple Podcasts
#113
United Kingdom/Business/Investing
Apple Podcasts
#121
Canada/Business
Apple Podcasts
#190
United Kingdom/Business

Talking Points

Recent interactions between the hosts and their guests.

Market Insights: Jobs, Interest Rates, and Trade: What’s Moving the Market?
Q: How do you see the Federal Reserve really maintaining or setting policy going forward?
They're in a tough spot managing uncertainties, balancing full employment with controlling inflation, and deciding whether to ease monetary policy or maintain current rates.
Market Insights: Jobs, Interest Rates, and Trade: What’s Moving the Market?
Q: What's going on with the tariff impacts?
It's still early to tell, but so far, the tariffs have increased significantly and most of the burden has fallen on US businesses and consumers, with inflation impacts still to come.
Market Insights: Jobs, Interest Rates, and Trade: What’s Moving the Market?
Q: How do you think about looking at jobs here in the US from a data perspective?
It's tough to measure economic statistics for a large economy, and revisions can be substantial, but through leading economic indicators, we can assess a softening trend in the labor market.
Market Insights: Jobs, Interest Rates, and Trade: What’s Moving the Market?
Q: Do you see the economy continuing just to plug along here in expansion?
The US and the global economies are still in expansion today, and there's no indication that we're about ready to sort of fall off into recession, in the next month or two.
Market Insights: Tech Sector Outlook: What’s Next?
Q: Where are we on the maturity curve regarding AI?
Adam states we're at a complex phase of AI development with many facets involved, indicating AI's enduring presence in technology.

Audience Metrics

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Frequently Asked Questions About Market Insights

What is Market Insights about and what kind of topics does it cover?

Focused on the current landscape of investment and economics, the discussions frequently encompass market trends, fiscal policies, and strategic insights relevant to both institutional and retail investors. Episodes often feature expert analyses on various topics such as bond yields, employment data, corporate tax reforms, and sector-specific strategies. Noteworthy is the podcast's commitment to providing in-depth insights on market behavior, historical contexts, and emerging investment strategies, making it a valuable resource for listeners looking to navigate today's complex financial ecosystem. The unique combination of expert commentary and real-time analysis positions it as a go-to for professionals and enthusiasts alike.

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How many listeners does Market Insights get?

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How many subscribers and views does Market Insights have?

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Which podcasts are similar to Market Insights?

These podcasts share a similar audience with Market Insights:

1. Fidelity Viewpoints: Market Sense
2. Investing Insights
3. Barron's Live
4. Notes on the Week Ahead
5. Barron's Streetwise

How many episodes of Market Insights are there?

Market Insights launched 8 years ago and published 47 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 Market Insights?

Recent guests on Market Insights include:

1. Roy Justice
2. Rob Croce
3. Adam Benjamin
4. Dirk Hofscher
5. Dirk Hofschar
6. Bobby Barnes
7. Matt Reed
8. Jennifer Fo

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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