AAM Live Bloghttps://www.aamlive.com/U.S. EconomyFeaturedPartner CommentaryEquity MarketsAAM ViewpointsVideoBond MarketsAffiliate CommentaryGlobal MarketsMunicipal MarketsMarket Commentaryhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:1aa20d18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202611/aam-viewpoints---microchips-and-potato-chipsU.S. EconomyFeaturedPartner CommentaryEquity MarketsAAM ViewpointsAAM Viewpoints — Microchips and Potato ChipsFew industry sectors have emerged unscathed from the aggressive rotational consolidations that have occurred over the past several months. Whether growth or value oriented, most categories have sustained steep but relatively short-lived declines.Mon, 09 Nov 2026 16:27:16 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:d9930d18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202611/aam-viewpoints---concentrated-concentration-when-the-markets-biggest-bets-share-the-same-riskAAM ViewpointsEquity MarketsPartner CommentaryFeaturedAAM Viewpoints — Concentrated Concentration: When the Market's Biggest Bets Share the Same RiskThe U.S. equity market has become increasingly concentrated, with a handful of companies accounting for an unprecedented share of market capitalization.Mon, 02 Nov 2026 17:42:38 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:34820d18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202610/aam-viewpoints---dividend-investing-in-a-disruptive-worldPartner CommentaryEquity MarketsAAM ViewpointsAAM Viewpoints — Dividend Investing in a Disruptive WorldThe S&P 500 gained roughly 2% in the third quarter. While value and defensive stocks generally performed well, investors favored more cyclical, higher-beta areas of the market. Technology was a notable driver, while utilities and other interest-rate-sensitive sectors faced greater pressure.Mon, 26 Oct 2026 13:16:28 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:d7720d18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202610/video--with-the-fed-hiking-rates-last-quarter-and-the-10-year-above-5-is-higher-for-longer-here-to-stay-and-how-should-bond-investors-be-positionedU.S. EconomyVideoEquity MarketsFeaturedBond MarketsVIDEO: With the Fed hiking rates last quarter and the 10-year above 5%, is higher-for-longer here to stay, and how should bond investors be positioned?Cliff and the panel discuss the higher rates and how it may represent a return to normal rather than a temporary shift.Tue, 20 Oct 2026 14:29:48 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:c8720d18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202610/video--the-economy-has-stayed-resilient-through-higher-prices-geopolitical-shocks-and-tighter-policy-what-s-holding-it-together-and-what-are-the-biggest-risks-to-growth-heading-into-year-endU.S. EconomyVideoEquity MarketsVIDEO: The economy has stayed resilient through higher prices, geopolitical shocks and tighter policy. What’s holding it together, and what are the biggest risks to growth heading into year-end?Matt and the panel exchange ideas on strong corporate margins, productivity gains, and the labor market and other factors supporting the economy.Tue, 20 Oct 2026 14:29:44 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:b7720d18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202610/video--stocks-have-held-up-on-strong-earnings-despite-rising-yields-and-upcoming-midterms-can-ai-keep-carrying-the-market-and-where-is-dispersion-creating-opportunityU.S. EconomyVideoEquity MarketsVIDEO: Stocks have held up on strong earnings despite rising yields and upcoming midterms. Can AI keep carrying the market, and where is dispersion creating opportunity?Jake and the panel share insights on AI and strong earnings that continue to support equity markets, and shifting leadership that may create opportunities.Tue, 20 Oct 2026 14:29:39 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:aa720d18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202610/video--how-is-infrastructure-positioned-as-rates-and-inflation-rise-and-where-are-the-best-opportunities-as-we-move-through-q4U.S. EconomyVideoBond MarketsVIDEO: How is infrastructure positioned as rates and inflation rise, and where are the best opportunities as we move through Q4?Cliff and panel highlight how infrastructure offers a combination of inflation mitigation, income and long-term growth potential as AI and rising energy demand drive investment opportunities.Tue, 20 Oct 2026 14:29:23 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:35700d18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202610/aam-viewpoints---higher-yields-new-opportunitiesU.S. EconomyBond MarketsAAM ViewpointsAAM Viewpoints — Higher Yields, New OpportunitiesOver the past year, investors in fixed income have dealt with a reality they aren’t accustomed to a relatively quick repricing of the market. Yields have moved higher and bond prices have moved lower, all in a relatively short amount of time.Mon, 19 Oct 2026 17:11:23 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:eb600d18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202610/aam-viewpoints---the-price-of-beliefAAM ViewpointsAffiliate CommentaryEquity MarketsGlobal MarketsFeaturedU.S. EconomyAAM Viewpoints — The Price of BeliefExtraordinary belief in AI is creating extraordinary demand for capital. Businesses anticipate enormous profits, while governments see economic leadership and national security at stake.Mon, 12 Oct 2026 13:58:16 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:2c560d18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202610/aam-viewpoints---powering-the-ai-revolution-why-energy-infrastructure-mattersAAM ViewpointsEquity MarketsFeaturedGlobal MarketsAAM Viewpoints — Powering the AI Revolution: Why Energy Infrastructure MattersFor the past several years, investors seeking exposure to artificial intelligence (AI) have focused primarily on semiconductor manufacturers, cloud infrastructure providers, and large-cap technology companies.Mon, 05 Oct 2026 16:51:31 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:693e0d18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202609/aam-viewpoints---are-5-percent-muni-yields-here-to-stayAAM ViewpointsBond MarketsMunicipal MarketsU.S. EconomyAAM Viewpoints — Are 5% Muni Yields Here to Stay?The municipal bond market has followed the selloff of the Treasury market over the past few weeks, leading to the AAA MMD (Municipal Market Data) benchmark to yield 5.05% for 30-year bonds.Mon, 28 Sep 2026 18:11:08 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:04080d18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202608/aam-viewpoints---yields-higher-bessent-tries-pushing-back-next-stop-for-rates-and-investingAAM ViewpointsEquity MarketsFeaturedU.S. EconomyAAM Viewpoints — Yields Higher, Bessent Tries Pushing Back: Next Stop for Rates and InvestingLast week Treasury Secretary Scott Bessent intervened in the bond market and was quick to say the move was to ‘improve liquidity.’ The market interpreted it differently...Mon, 31 Aug 2026 15:35:14 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:a1e90c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202608/aam-viewpoints---a-more-uncertain-road-aheadAAM ViewpointsFeaturedU.S. EconomyPartner CommentaryAAM Viewpoints — A More Uncertain Road AheadMarkets absorbed one of the most severe energy shocks since the 1970s, then delivered one of the strongest quarterly rallies since 2020 led by memory and chip stocks.Mon, 24 Aug 2026 15:35:06 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:15c60c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202608/aam-viewpoints---the-discipline-behind-durable-ai-exposureAAM ViewpointsEquity MarketsFeaturedGlobal MarketsAAM Viewpoints — The Discipline Behind Durable AI ExposureAs the dust settles from several incidents that appear to mark an inflection point in artificial intelligence (AI) investing, market participants may be wondering what’s next for one of the most transformative themes of this era.Mon, 10 Aug 2026 15:28:37 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:21b80c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202608/aam-viewpoints---playbook-for-the-new-international-cyclePartner CommentaryGlobal MarketsEquity MarketsAAM ViewpointsFeaturedAAM Viewpoints — Playbook for the New International CycleInvestors and the financial media seem to be overlooking what may be the most significant cycle shift in the past 20 years, which could require a new “playbook.Mon, 03 Aug 2026 16:46:24 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:e5970c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202607/aam-viewpoints---in-the-us-natural-gas-boom-both-consumers-and-producers-winU.S. EconomyPartner CommentaryAAM ViewpointsAAM Viewpoints — In the U.S. Natural Gas Boom, Both Consumers and Producers WinSince the first well was dug in Fredonia, NY in 1821, natural gas has been powering homes and businesses across the United States.Mon, 20 Jul 2026 16:27:07 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:908b0c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202607/aam-viewpoints---inflation-the-fed-and-the-case-for-individual-bondsU.S. EconomyBond MarketsAAM ViewpointsAAM Viewpoints — Inflation, the Fed and the Case for Individual BondsOver the last many years, much ink has been spilled on how advances in technology ultimately lead to lower costs through improvements in efficiency and productivity.Mon, 13 Jul 2026 15:37:19 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:59760c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202607/video-what-did-you-make-of-kevin-warsh-first-fomc-meetingVideoU.S. EconomyFeaturedVIDEO: What did you make of Kevin Warsh’s first FOMC meeting as Fed Chairman, and what does the Warsh era mean for rates and the economy from here?Cliff and the panel discuss the newest Fed moves as they respond to persistent elevated inflation.Wed, 01 Jul 2026 05:21:32 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:4a760c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202607/video-how-do-you-reconcile-the-disconnect-between-equity-market-strength-and-consumer-sentimentVideoU.S. EconomyVIDEO: How do you reconcile the disconnect between equity market strength and consumer sentiment that remains near recession-level lows, and what does that tell us about where markets are headed?Matt and the panel exchange ideas on consumer sentiment in a political polarizing environment.Wed, 01 Jul 2026 05:21:27 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:39760c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202607/video-with-large-cap-us-equity-valuations-still-historically-stretched-and-the-equity-risk-premium-near-zeroVideoU.S. EconomyEquity MarketsVIDEO: With large-cap U.S. equity valuations still historically stretched and the equity risk premium near zero, where are you finding more compelling opportunities heading into Q3?Jake and the panel share insights on earnings growth outpacing expectations, and which diversified opportunities are opening up.Wed, 01 Jul 2026 05:21:17 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:d8750c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202607/video-infrastructure-is-now-spanning-digital-buildout-energy-transition-and-geopolitical-resilienceVideoU.S. EconomyMarket CommentaryVIDEO: Infrastructure is now spanning digital buildout, energy transition, & geopolitical resilience. How are you thinking about its role in a diversified portfolio & where are the most attractive opportunities heading into the second half of the year?Cliff and the panel highlight energy and infrastructure's impact in 2026.Wed, 01 Jul 2026 05:21:01 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:ff610c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202606/warsh-regime-begins-from-dark-arts-to-age-of-enlightenmentU.S. EconomyMarket CommentaryBond MarketsFeaturedWarsh Regime Begins — From “Dark Arts” to “Age of Enlightenment?”New Fed Chair Kevin Warsh kicked off his reign with a bang.Tue, 23 Jun 2026 18:46:10 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:b6530c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202606/aam-viewpoints---take-a-bow-s-p-500Equity MarketsAAM ViewpointsAAM Viewpoints — Take a Bow, S&P 500Take a bow, S&P 500 — this earnings season was a wonderful performance.Mon, 22 Jun 2026 13:26:23 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:084f0c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202606/aam-viewpoints---global-infrastructure-outlookPartner CommentaryGlobal MarketsFeaturedAAM ViewpointsAAM Viewpoints — Global Infrastructure OutlookInfrastructure has emerged as one of the most compelling segments within private real assets as global economies navigate an increasingly complex investment environment.Mon, 15 Jun 2026 15:20:54 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:c33c0c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202606/aam-viewpoints---liquidity-driven-gains-and-correlation-consternationU.S. EconomyFeaturedAAM ViewpointsAAM Viewpoints — Liquidity Driven Gains and Correlation ConsternationFinancial markets are heavily influenced by macroeconomic forces, among which excess liquidity and asset correlations play a central role.Mon, 08 Jun 2026 15:40:42 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpg