Just hours after we recorded our latest episode on President Trump’s “Liberation Day” tariffs, he announced a 90-day pause on reciprocal tariffs on most countries. But the tariff story is far from over, and high tariff rates continue to cast a shadow over the economy. We’ll continue to track this story, but in the meantime, this episode highlights some of the economic and market challenges that come with high tariffs. (Invesco Distributors, Inc.)

The S&P 500 Index entered correction territory this month. European stocks got a boost from pledges to increase defense spending. And Social Security got compared to a Ponzi scheme. We tackle these topics and much more in our latest episode. (Invesco Distributors, Inc.)

In this episode, we get an economist’s perspective on what tariffs could mean for growth, inflation, and markets. We also talk about what’s driving the recent outperformance of European stocks and the main indicator to watch regarding US inflation. (Invesco Distributors, Inc.)

2025 started with a bang: The DeepSeek AI reveal stunned markets, inflation concerns returned to the headlines, and the Gulf Coast was transformed into a winter wonderland. We cover all of this and much more in our first podcast of the new year. (Invesco Distributors, Inc.)

Matt Brill joins the podcast to discuss the resilience of the US economy, his expectations for the Federal Reserve, and why he’s bullish on the environment for investment grade credit. And he highlights opportunities in high yield, emerging markets, commercial real estate, and retail. (Invesco Distributors, Inc.)

Invesco’s Global Head of Public Policy Andy Blocker gives a non-partisan overview of what investors can expect following the results of the 2024 election. (Invesco Distributors, Inc.)

Small-cap and growth equities manager Justin Livengood shares his views on the viability of the Great Rotation, the evolution of the artificial intelligence boom, and two unexpected areas of the market that he’s excited about today. (Invesco Distributors, Inc.)

In the four years since the pandemic started, master limited partnerships (MLPs) have outperformed the broad market. Why? And what’s going to drive performance going forward? Brian Watson joins the podcast to discuss how MLPs went from “boring entities” to key players in conversations around artificial intelligence, bitcoin mining, and electric vehicles. (Invesco Distributors, Inc.)

Concerns that the Federal Reserve has waited too long to cut interest rates, along with a worse-than-expected unemployment report, sparked fears of a US recession and contributed to a global market sell-off. Alessio de Longis revisits the podcast to discuss this developing situation. (Invesco Distributors, Inc.)

The US economy is technically in a contraction — but there is no imminent risk of recession. That’s the view from Alessio de Longis and his framework of economic indicators. What has led Alessio to this conclusion, and how might investors think about positioning their portfolios in this environment? (Invesco Distributors, Inc.)