Shows / The Wealth Enterprise Briefing
The Wealth Enterprise Briefing
The Wealth Enterprise Briefing highlights the latest trends in investment strategies for ultra-high-net-worth families. Join host Michael Zeuner, Managing Partner at WE Family Offices for interviews with industry experts about financial news and investment topics impacting enterprising families.
Episodes
- The Wealth Enterprise Briefing
Are Municipal Bonds Worth Another Look?
Higher interest rates have created new opportunities across fixed-income markets, including an area that may deserve renewed attention: municipal bonds. In a…
- The Wealth Enterprise Briefing
What Could Q4 Bring for Interest Rates, Equities and Portfolio Positioning?
Strong economic growth and rising interest rates pulled financial markets in different directions during the third quarter. Capital spending supported business…
- The Wealth Enterprise Briefing
What Is Driving U.S. Treasury Yields Higher?
U.S. Treasury yields have climbed sharply, with the 10-year Treasury reaching its highest level in 20 years. The move has raised questions about inflation…
- The Wealth Enterprise Briefing
Are Stronger Fundamentals Changing the Case for Emerging Market Debt?
Emerging market debt has long carried a reputation for sharp swings, political uncertainty and sovereign defaults. Yet over the past year and a half, the asset…
- The Wealth Enterprise Briefing
Why Are Long-Term Treasury Yields Moving Higher?
Long-dated U.S. Treasury yields recently reached levels not seen in nearly 20 years, drawing renewed attention to federal debt, fiscal deficits and the…
- The Wealth Enterprise Briefing
Inside the Family Office: Why Do Family Values Matter to Long-Term Wealth?
How can clearly defined family values help guide decision-making and support wealth across generations? According to Mel Lagomasino, CEO and Managing Partner…
- The Wealth Enterprise Briefing
AI Capital Spending: Will the Trillion-Dollar Investment Actually Deliver Returns?
The scale of capital investment flowing into AI infrastructure has no recent precedent in absolute dollar terms. Yet when measured as a percentage of GDP, the…
- The Wealth Enterprise Briefing
Reflationary Growth: What Does It Mean and Why Does It Matter for Capital Markets?
The term "reflationary growth" describes an environment where economic growth is solid and inflation, while still above the Fed's target, is stable and…
- The Wealth Enterprise Briefing
Can the Rally Continue After a Historic First Half of 2026?
The first half of 2026 was historic by almost any measure. Markets absorbed a significant energy shock, navigated a stagflationary scare, and still delivered…
- The Wealth Enterprise Briefing
What Does the Return of IPOs Mean for Long-Term Investors?
Initial public offerings are back in the news. Between the recent SpaceX offering and several high-profile, venture-backed companies preparing to list…
- The Wealth Enterprise Briefing
Inside the Family Office: What Do Successful Multi-Generational Families Have in Common?
What helps some families preserve wealth across generations while others struggle to maintain it? According to Mel Lagomasino, Managing Partner at WE Family…
- The Wealth Enterprise Briefing
What Is Driving the Renewed Case for Investing Outside the U.S.?
For most of the past 15 years, the case for investing outside the U.S. was a difficult one to make. American equity markets, driven by technology and the…
- The Wealth Enterprise Briefing
Why Are Global Stock Markets Telling Such Different Stories in 2026?
When global equity markets are up 10% YTD, the temptation is to read that as a broadly shared outcome, but it's not. Beneath the headline figure, individual…
- The Wealth Enterprise Briefing
Hedge Funds in 2026: Which Strategies Are Working and Why?
Hedge funds carry a mixed reputation among investors. Concerns about fees, tax implications and limited liquidity are real considerations. But so is the value…
- The Wealth Enterprise Briefing
What Should Investors Make of the Market's Pendulum Swing?
For the past several weeks, global markets have been gripped by the uncertainty surrounding the conflict in the Middle East. But with a temporary ceasefire…
- The Wealth Enterprise Briefing
Emerging Markets Outlook: Has the Asset Class Finally Turned a Corner?
For much of the past 15 years, emerging markets (EM) equities have been a difficult place to invest, marked by significant risk and limited returns relative to…
- The Wealth Enterprise Briefing
A Month Into the Conflict: What Has Actually Changed?
When the conflict with Iran first escalated, markets reacted with fear and uncertainty. A month later, the nature of the shock has changed. What began as a…
- The Wealth Enterprise Briefing
Is the Private Credit Selloff a Signal or a Distraction?
Private credit has faced a wave of negative headlines recently, touching on fraud concerns, software sector risk and questions about how these vehicles handle…
- The Wealth Enterprise Briefing
What Does the Conflict With Iran Mean for Global Markets?
Geopolitical events can move markets quickly, and the conflict with Iran is no exception. Within a single week, oil prices rose roughly 50%, the U.S. dollar…
- The Wealth Enterprise Briefing
Where Are the Real Estate Opportunities in 2026?
Commercial real estate has had a tough stretch. As interest rates rose quickly starting in 2022, transactions slowed, pricing became harder to pin down and…
- The Wealth Enterprise Briefing
What Risks Matter Most for Fixed Income if Rates Move Higher in 2026?
Entering 2026, the market is bracing for a shift. While the consensus expects inflation to cool, the fundamentals suggest a different path: inflationary…
- The Wealth Enterprise Briefing
Where Are the Private Market Opportunities in 2026?
Private market investors have been feeling the effects of slower exits and fewer distribution events, particularly in venture. That strain has made it harder…
- The Wealth Enterprise Briefing
How Should Investors Separate Fundamentals From Sentiment in 2026?
As 2026 begins, families are weighing two forces at the same time. The economic data still looks constructive, while headlines and geopolitical uncertainty can…
- The Wealth Enterprise Briefing
Considering AI's Long-Term Influence on Markets and Portfolios
Questions about a possible market bubble have resurfaced this year, driven by rapid gains in AI-related companies and concerns about whether valuations can…
- The Wealth Enterprise Briefing
Putting AI-Driven Valuations in Context and What Investors Should Know
Questions about a possible market bubble have resurfaced this year, driven by rapid gains in AI-related companies and concerns about whether valuations can…
- The Wealth Enterprise Briefing
Understanding the Forces Behind Interest Rate Volatility
Bond markets have moved through several phases this year: early optimism, tariff-driven concern, rate cuts from the Federal Reserve and now a renewed bout of…
- The Wealth Enterprise Briefing
How Diligence and Discipline Shape Outcomes in Private Credit
Private credit continues to attract attention as investors look for yield in a shifting rate environment. But behind the strong inflows, recent bankruptcies…
- The Wealth Enterprise Briefing
Inside the 2025 Allocation Outlook and Positioning for What's Next
Following a series of investment committee meetings, WE Family Offices shares its latest perspectives on asset allocation and how investors might think about…
- The Wealth Enterprise Briefing
Rate Cuts, Resilient Growth and Rising Valuations: A Look Ahead to 2026
The Federal Reserve's decision to lower rates has set a new tone for the capital markets, influencing everything from liquidity and valuations to the broader…
- The Wealth Enterprise Briefing
The Fed's Rate Cut: Implications for Portfolios and Markets
The Federal Reserve lowered rates, raising important questions about the balance between inflation risks and continued economic growth. In this episode of The…
- The Wealth Enterprise Briefing
Strategic Choices in Fixed Income for Long-Term Investors
After several years of unusually high returns in money markets and short-term instruments, the environment for fixed income is shifting. In this episode of The…
- The Wealth Enterprise Briefing
The Private Credit Surge: What Investors Can’t Afford to Miss
Private credit has experienced explosive growth in recent years, attracting significant attention from investors and financial professionals alike. But with…
- The Wealth Enterprise Briefing
Strong Markets, Weak Data: What Families Should Pay Attention to Now
Economic headlines have been mixed all year, but recently, the tone of the data has shifted. In this episode of The Wealth Enterprise Briefing, Michael Zeuner…
- The Wealth Enterprise Briefing
Understanding Today’s Secondary Market: 2025 Trends & Opportunities
After several years of growing attention, the secondary private equity market is in a new phase, one defined less by dislocation and more by competition. In…
- The Wealth Enterprise Briefing
Mid-Year Review: Staying Disciplined Amid Mixed Signals
In this mid-year edition of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices revisit the macro themes shaping 2025 and assess…
- The Wealth Enterprise Briefing
Private Investing in 2025: Vintage Timing, Real Returns
Private markets are facing headwinds, from reduced liquidity to fewer distributions, and many investors are wondering whether these assets still belong in a…
- The Wealth Enterprise Briefing
Signals in Conflict: What to Make of Mixed Economic Data
In this episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices unpack the widening disconnect between what stocks and…
- The Wealth Enterprise Briefing
Private Liquidity, Public Assumptions: Rethinking Perpetual Vehicles
Perpetual private equity vehicles are gaining traction, but what exactly are investors signing up for? In this episode of The Wealth Enterprise Briefing…
- The Wealth Enterprise Briefing
Market Update: Temporary Relief, Lingering Risks and What Investors Should Watch Now
In this flash episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner, managing partner, and Sam Sudame, senior investment manager…
- The Wealth Enterprise Briefing
Why Long-Term Commitments Still Matter in Private Markets
What happens when private market investments fall short of expectations and how should investors respond? In this episode of The Wealth Enterprise Briefing…
- The Wealth Enterprise Briefing
U.S. Market Volatility and Global Opportunities
In a rare market pattern, stocks, bonds and the dollar have all moved lower together, signaling deeper concerns about confidence in U.S. economic leadership…
- The Wealth Enterprise Briefing
Infrastructure Investing in 2025: Opportunities, Risks and Strategy
Infrastructure is attracting renewed interest as shifts in technology, government policy and inflation expectations reshape the opportunity set. Michael…
- The Wealth Enterprise Briefing
Market Update: Tariffs Spark Volatility – How to Approach the Road Ahead
In this flash episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner, managing partner, and Sam Sudame, senior investment manager…
- The Wealth Enterprise Briefing
Private Market Perspectives: Staying Strategic in a Shifting Environment
How should investors think about private market commitments amid persistent inflation, policy uncertainty and a “higher for longer” interest rate environment?…
- The Wealth Enterprise Briefing
The 10-Year Yield: A Guide to Economic Growth, Inflation and Market Signals
How can investors interpret public bond market signals to understand economic growth, inflation and market conditions? In the latest episode of The Wealth…
- The Wealth Enterprise Briefing
Market Update: Tariffs, Market Volatility and Investor Strategy
In this flash episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner, managing partner, and Sam Sudame, senior investment manager…
- The Wealth Enterprise Briefing
Capital Market Assumptions and Portfolio Strategy: Key 2025 Takeaways
How should investors adjust their expectations as market conditions evolve? In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner…
- The Wealth Enterprise Briefing
Building Stability in an Uncertain Market
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner, and Matt Farrell, Deputy CIO of WE Family Offices, address a…
- The Wealth Enterprise Briefing
A Closer Look at Term Premiums and Their Impact on Capital Markets
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices discuss recent changes in interest rates and how…
- The Wealth Enterprise Briefing
2025 Investment Outlook Part II: Real Assets and International Risks
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices explore how political instability and new fiscal…
- The Wealth Enterprise Briefing
2025 Investment Outlook: Preparing for Reflationary Changes
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices discuss how the shift from 2024's Goldilocks…
- The Wealth Enterprise Briefing
2024 in Review: Key Lessons for Portfolio Management in 2025
Michael Zeuner and Sam Sudame of WE Family Offices discuss 2024's economic developments and share their 2025 outlook on portfolio strategies and market trends…
- The Wealth Enterprise Briefing
A Positive Start to a New Economic Cycle: Exploring Broader Market Opportunities
In the latest episode of The Wealth Enterprise Briefing, WE Family Offices' Michael Zeuner and Sam Sudame examine the U.S. economy’s strong fundamentals as it…
- The Wealth Enterprise Briefing
Outlook on U.S. Economic Strength and Emerging Risks
In the latest episode of The Wealth Enterprise Briefing, WE Family Offices’ Michael Zeuner and Sam Sudame discuss insights from WE’s newly released Q3 macro…
- The Wealth Enterprise Briefing
Evaluating Investment Managers During Downturns
In the most recent episode of The Wealth Enterprise Briefing, WE Family Offices’ Michael Zeuner and Matt Farrell explored the process of evaluating investment…
- The Wealth Enterprise Briefing
How a Steeper Yield Curve Affects Equity Markets
As interest rates potentially come down, driven by the Federal Reserve, the landscape for investors is shifting. In this episode of The Wealth Enterprise…
- The Wealth Enterprise Briefing
Unlocking Fixed Income Strategy in a Changing Yield Curve
For the past few years, short-term bonds and money market instruments have offered investors attractive returns, typically without requiring substantial…
- The Wealth Enterprise Briefing
Decoding the Federal Reserve’s Rate Cut
In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, and Sam Sudame, senior investment manager, discuss…
- The Wealth Enterprise Briefing
Beyond Surface Metrics of Private Market Investments: A Conversation with Michael Zeuner & Matt Farrell
In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Matt Farrell, senior investment manager…
- The Wealth Enterprise Briefing
The Critical Role of Interest Rates in Market Valuations: A Conversation with Michael Zeuner & Sam Sudame
In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, and Sam Sudame, senior investment manager, examine…