Shows / Tactical Take
Episodes
- Tactical Take
AI still dominates, but is the market ready to broaden?
Macro experts Jack Janasiewicz and Brian Hess talk model trades and what could drive a shift beyond AI.
- Tactical Take
Higher rates, higher oil. So why is growth holding up?
Macro experts Jack Janasiewicz and Brian Hess discuss growth, inflation, bond yields, and the AI investment cycle.
- Tactical Take
Fed policy, yen intervention, and why bond yields keep rising
Earnings are driving markets. Hear our experts explore what slower growth, easing inflation, and higher rates may mean.
- Tactical Take
Does the AI stock correction change the outlook?
AI turbulence, rising oil and resilient consumers: hear our macro experts connect the dots.
- Tactical Take
Markets weigh AI bubble risk as Fed outlook turns hawkish
AI optimism is surging but risks are building. Our experts debate whether strong data will force the Fed’s hand.
- Tactical Take
Tech strength holds as inflation heats up
Hear Jack Janasiewicz and Brian Hess explain what’s behind the rally and how they’re positioning portfolios in response.
- Tactical Take
Markets rebound after Iran ceasefire, but risks remain
Jack Janasiewicz and Brian Hess explain why the Iran ceasefire matters for markets and it’s impact on model portfolios.
- Tactical Take
Iran war, oil backwardation, and the Fed’s next move
Listen to Jack Janasiewicz and Brian Hess discuss the US attack on Iran, market impacts and portfolio implications.
- Tactical Take
When policy, AI, and markets test investor conviction
Hear Jack Janasiewicz and Brian Hess discuss navigating markets shaped by policy, AI, and evolving market structure.
- Tactical Take
Growth to inflation: 4 things that may surprise in 2026
Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
- Tactical Take
Employment, inflation, and AI: Looking back on 2025
Jack Janasiewicz and Brian Hess discuss the year’s key market themes, the government shutdown and model portfolio positioning.
- Tactical Take
Stocks get stronger while labor market gets weaker. What’s next?
From labor market concerns to the Fed policy outlook, macro experts Jack Janasiewicz and Brian Hess weigh in.
- Tactical Take
Labor market slows as tech drives US economic growth
Jack Janasiewicz and Brian Hess discuss mixed retail and income data, tech-driven growth, evolving inflation, and potential Fed rate cuts.
- Tactical Take
Five institutional investment trends – midyear 2025
From the return environment to asset allocation, Natixis consultants discuss institutional portfolio trends for H1 2025.
- Tactical Take
US dollar weakness and tariff impact surprises
Jack Janasiewicz and Brian Hess discuss the unexpected shift in the US dollar and just how adverse tariff impacts may be.
- Tactical Take
Same old song and dance: Slower growth, inflation & tariffs
Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.
- Tactical Take
Credit spreads are tight – and why this may not change soon
Listen to Mark Cintolo and Kevin McCullough discuss tight credit spreads and the importance of credit risk in portfolios.