AAM Live Bloghttps://www.aamlive.com/VideoU.S. EconomyFeaturedEquity MarketsMarket CommentaryBond MarketsAAM ViewpointsPartner CommentaryGlobal MarketsAffiliate CommentaryMunicipal Marketshttps://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.jpgurn:uuid:56140c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202605/aam-viewpoints---hot-inflation-prints-cool-rate-cut-hopesAAM ViewpointsFeaturedU.S. EconomyAAM Viewpoints — Hot Inflation Prints Cool Rate Cut HopesAs equities shift focus from Middle East tensions to earnings, key risks remain for investors. The recent rebound in U.S. stocks has occurred despite the primary catalyst for the earlier selloff — elevated oil prices — remaining firmly in place.Mon, 18 May 2026 17:24:06 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:aa130c18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202605/aam-viewpoints---more-energy-for-inflationU.S. EconomyPartner CommentaryAAM ViewpointsAAM Viewpoints — More Energy For InflationConsumer prices rose 0.6% in April, taking headline Consumer Price Index (CPI) from 3.3% to 3.8% year-over-year — the highest since May 2023.Mon, 18 May 2026 15:00:07 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:b8fb0b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202605/aam-viewpoints---infrastructure-constraint-and-opportunityU.S. EconomyFeaturedAffiliate CommentaryAAM ViewpointsAAM Viewpoints — Infrastructure: Constraint and OpportunityFor most of the past cycle, the conversation around the economy focused on demand. Was growth too strong or too weak? Was policy too tight or too loose? Would rates move up or down? But that framing no longer fits the data, at least not completely.Mon, 04 May 2026 17:11:31 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:6eea0b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202604/aam-viewpoints---chokepointU.S. EconomyPartner CommentaryAAM ViewpointsFeaturedAAM Viewpoints — ChokepointFinancial markets tumbled in March as the Iran conflict upended energy markets and sparked a synchronized shock to the global economy.Mon, 27 Apr 2026 18:49:13 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:9bd00b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202604/aam-viewpoints---being-deliberate-vs-conventional-wisdomAAM ViewpointsEquity MarketsU.S. EconomyAAM Viewpoints — Being Deliberate vs. Conventional WisdomI have been hearing a great deal about multiples being stretched. And given one of the strongest three-year return periods for the S&P 500 dating back to the 1920s (90th percentile), I thought it would be a good time to investigate.Mon, 20 Apr 2026 15:43:22 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:7dc30b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202604/aam-viewpoints---from-expansion-to-execution--the-s-p-500-s-fundamental-transitionU.S. EconomyFeaturedEquity MarketsAAM ViewpointsAAM Viewpoints — From Expansion to Execution: The S&P 500’s Fundamental TransitionThe market is undergoing a structural transition. After two years of valuation-led gains, earnings have re-emerged as the primary anchor for performance.Mon, 13 Apr 2026 15:52:02 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:55a00b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/aam-viewpoints---market-volatility-vs-municipal-stabilityAAM ViewpointsBond MarketsFeaturedMunicipal MarketsU.S. EconomyAAM Viewpoints — Market Volatility vs. Municipal StabilityThe municipal bond market has been a boring place to operate during the market volatility of the past few weeks, and that has been a wonderful thing!Mon, 30 Mar 2026 15:59:45 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:ffa00b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/video--with-inflation-proving-more-persistent-how-should-investors-be-thinking-about-positioning-portfolios-for-a-more-uncertain-rate-pathVideoU.S. EconomyBond MarketsVIDEO: With inflation proving more persistent, how should investors be thinking about positioning portfolios for a more uncertain rate path?Cliff and the panel discuss stickier inflation by emphasizing diversification, quality income-producing assets and fixed income.Mon, 30 Mar 2026 15:46:14 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:e3a00b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/how-are-ongoing-geopolitical-tensions-reshaping-volatility-and-where-do-you-see-both-risks-and-opportunities-emerging-across-asset-classesVideoU.S. EconomyHow are ongoing geopolitical tensions reshaping volatility, and where do you see both risks and opportunities emerging across asset classes?Matt and the panel exchange ideas on possible heightened volatility and headline risk, but also focusing on where opportunities for disciplined investors may lie.Mon, 30 Mar 2026 15:43:37 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:cfa00b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/video--how-should-investors-think-about-concentration-risk-today-and-are-we-nearing-a-point-where-diversification-could-become-a-meaningful-tailwindU.S. EconomyVideoVIDEO: How should investors think about concentration risk today and are we nearing a point where diversification could become a meaningful tailwind?Jake and the panel share insight on navigating the current shifting market leadership.Mon, 30 Mar 2026 15:41:53 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:64a00b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/video--with-infrastructure-investments-becoming-a-central-theme-this-cycle-where-are-the-most-compelling-opportunities-today-and-how-should-investors-think-about-accessing-themVideoU.S. EconomyVIDEO: With infrastructure investments becoming a central theme this cycle, where are the most compelling opportunities today, and how should investors think about accessing them?Cliff and the panel discuss infrastructure investments that may come across in digital assets, energy transmission, utilities and essential services.Mon, 30 Mar 2026 15:39:16 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:37910b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/aam-viewpoints---the-almost-economyU.S. EconomyAAM ViewpointsAffiliate CommentaryFeaturedAAM Viewpoints — The “Almost” EconomyIn an economy where many things are almost what they appear to be, we thought it would be appropriate to discuss several things in the economy that feel “almost” but not exactly.Mon, 23 Mar 2026 16:23:18 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:fd620b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/aam-viewpoints---navigating-the-storm-why-history-favors-resilience-amid-middle-east-tensionsU.S. EconomyFeaturedEquity MarketsAAM ViewpointsAAM Viewpoints — Navigating the Storm: Why History Favors Resilience Amid Middle East TensionsWhile the headlines are unsettling, history gives us some useful perspective: markets often stumble during major crises, only to regain their footing once the initial uncertainty begins to clear.Mon, 09 Mar 2026 16:26:44 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:07500b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/aam-viewpoints---navigating-private-credit-with-discipline-in-a-divided-marketU.S. EconomyAAM ViewpointsAffiliate CommentaryAAM Viewpoints — Navigating Private Credit with Discipline in a Divided MarketAs we head deeper into 2026, the U.S. private credit market — particularly the core and lower middle market direct lending segments — continues to demonstrate resilience and relevance.Mon, 02 Mar 2026 17:21:26 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:58500b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202603/trade-uncertainty-is-here-to-stayU.S. EconomyPartner CommentaryGlobal MarketsTrade Uncertainty is Here to StayThe Supreme Court ruled 6-3 to strike down a portion of President Trump’s tariffs. We expect uncertainty over the process for refunds to be protracted.Mon, 02 Mar 2026 17:17:25 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:7d3e0b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202602/aam-viewpoints---diversification-takes-home-the-goldAAM ViewpointsEquity MarketsFeaturedU.S. EconomyAAM Viewpoints — Diversification Takes Home the GoldThe start of 2026 has already indicated that this year may look different. The S&P 500 Index is essentially flat through the first seven weeks, however, performance beneath the surface has been strong.Mon, 23 Feb 2026 20:10:33 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpgurn:uuid:10230b18-92f4-66c8-9e3d-ff0700be523ehttps://www.aamlive.com/blog/202602/aam-viewpoints---2026-a-revival-of-the-underdogsU.S. EconomyPartner CommentaryFeaturedEquity MarketsAAM ViewpointsAAM Viewpoints — 2026: A Revival of the Underdogs?January proved to be a month characterized by expansive price swings and only moderate gains among the major indices. An old Wall Street adage states that “As goes January, so goes the year.”Mon, 09 Feb 2026 15:00:09 Zhttps://aamlive.com/images/blog/podcast_gene978B6D9DF52D.jpg