In this episode Marc Foster interviews both David Lefkowitz and Kurt Reiman, heads of equity and fixed income research at UBS to understand the significance of rising rates, the cause, and what to expect in the future

In this episode of Newport Legacy Insights, Marc interviews three UBS analysts to assess how the AI economy will affect productivity, GDP growth, and our quality of life

In this episode of Newport Legacy Insights we discuss the reasons for creating a state wealth tax as well as the current K shaped economy resulting after 50 years of globalization

In this episode of Newport Legacy insights we discuss the durability of the market expansion as well as the societal and labor effects of the fourth industrial revolution.

In this episode of Newport Legacy Insights we discuss how money is created in the United States and its effect on Inflation, growth, and expectations

In this episode of Newport Legacy Insights we will discuss the significant market volatility around AI and its effect on US productivity and the threat to the white collar labor force.

In this episode of Newport Legacy Insights, we are joined by Major General Melvin Spiese USMC (ret) to discuss where we were a year ago vs today after a flurry of policy changes and international activity as it relates to international relationships with our allies and adversaries.

In this episode of Newport Legacy Insights, we are joined by Major General Melvin Spiese USMC (ret) to discuss where we were a year ago vs today after a flurry of policy changes and international activity as it relates to international relationships with our allies and adversaries.

In this episode of Newport Legacy Insights we will discuss the recent market action as each day has brought a new unexpected policy announcement or an important economic data point.

In this podcast I interview Eric Potoker, the UBS healthcare analyst. In this discussion will explore the reasons for such high healthcare costs in the US and how our challenging demographics will take our costs to a tipping point.