In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, are joined by special guests Dan Goeddel, Chief Operating Officer, and Brian McGeehon, Chief Financial Officer.

Together, they discuss the market implications of the Iran conflict, the outlook for oil and inflation, and how artificial intelligence is reshaping software, labor, and wealth management. The conversation also explores how Gatewood is using AI internally, why labor shortages may matter as much as job displacement, and why the human side of advising could become more important—not less—in the years ahead.

Key Topics Include:

• Iran, oil shocks, and the market’s base case
• Inflation pressure and why energy still matters
• The state of software and SaaS amid AI disruption
• Labor shortages, productivity, and business investment
• How Gatewood is using AI internally
• Family governance, parenting, and the future of human advice

Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Partner & Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Partner & Chief Investment Officer, examine two narratives dominating investor conversations:

• The surge in AI-driven market volatility
• ITR Economics’ long-standing 2030–2036 depression forecast

From insurance brokers and wealth managers to logistics and real estate services, markets reacted sharply to AI headlines. But is this disruption or mispricing?

Key Topics Include:

• AI panic across sectors and why markets “shoot first”
• Why AI may intensify productivity rather than replace labor
• ITR’s unchanged 2030 depression forecast
• Japan’s demographics vs. market returns
• Debt-to-GDP and inflation narratives
• Austrian Business Cycle Theory explained
• Why technology can outpace demographic decline
• Portfolio strategy implications

Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Partner & Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Partner & Chief Investment Officer, break down what markets are actually responding to and what investors may be overreacting to.

From Federal Reserve rate expectations to GDP forecasts, earnings leadership, and market growth myths, the team walks through why recent volatility has looked more like short-term panic than a fundamental shift. Using historical data and current earnings trends, they explain why growth continues to surprise to the upside and whether betting against U.S. markets (or innovation) works.

Key Topics Include:

• Why recent volatility wasn’t true panic selling
• Fed rate cuts: what mattered in 2025 and why 2026 may be different
• GDP forecasts and why growth keeps getting underestimated
• Why the “Magnificent 7” continue to drive earnings growth
• U.S. dollar weakness and global performance narratives
• Why AI does not resemble past market bubbles
• Money supply trends and what they signal for markets

Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, phone in a very returning special guest, Professor Jeremy J. Siegel—Wharton professor, Senior Economist at WisdomTree, and author of Stocks for the Long Run.Together, they unpack what actually drove markets in 2025 and explore the forces that could shape 2026, including interest rates, inflation, labor dynamics, government debt, and the growing role of productivity and AI. Professor Siegel also responds directly to rising fears around a potential “2030 depression,” offering historical context and long-term perspective.

Key Topics Include:

• Why tariff fears faded and how markets ultimately responded
• The Fed’s rate path and what “normal” policy could look like in 2026
• Why Professor Siegel pushes back on “2030 depression” predictions
• Government debt, demographics, and why default narratives persist
• Inflation risk and why real assets matter over the long run
• Labor trends, productivity, and the role of AI in future growth
• Stocks, real estate, and REITs as long-term components of wealth planning

Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® and Chris Arends, CFA®, CMT®, CAIA® break down a turbulent November including rate-cut jitters, bank funding stress, AI-driven volatility, the much anticipated "Santa Rally", and the setup for a potential year-end recovery.They’re joined by featured guest Andrew Mark, CFA — Senior Vice President, Alternative & Private Credit Product Strategist at Pimco for a deep dive into what’s really happening inside the private credit and lending markets.

Key Topics Include:

• Why markets pulled back 5–7% despite strong earnings
• The Fed’s short-term pivot and how it repriced expectations
• Bank funding stress and liquidity signals to watch
• AI stock volatility and sentiment trends
• Consumer debt, delinquencies, and household financial health
• “Shadow defaults,” PIK loans, and risks in private credit
• Fraud concerns in lending markets — real issue or headlines?
• Public vs. private credit: liquidity, spreads, and risk
• Why active management matters now more than ever
• The seasonal technical backdrop heading into year-end

Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, examine the market forces shaping October — from government shutdown headlines and credit-market worries to gold’s surge and renewed inflation risks.

Key Topics Include:

• How markets handle shutdowns and short-term noise
• Why rising defaults don’t necessarily mean crisis
• What’s driving gold’s rally
• The Fed’s next move on rates and inflation
• Tariffs, geopolitics, and the investor playbook

Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.

The Fed just cut rates, mortgage costs are sliding, and stocks are hitting new highs. But are these the early signs of a bull market—or a setup for disappointment? Investors are asking: what’s real momentum, and what’s just risk management spin?

In September's episode of the Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, and Chris Arends, CFA®, CMT®, CAIA®, discuss the Fed’s September moves, falling mortgage rates, and whether record market highs signal risk—or the beginning of a bull run.

👉 Key Topics include:

• The Fed’s “risk management” rate cut

• Mortgage spreads and housing affordability

• Tech’s dominance in market performance

• The independence of the Federal Reserve

Tune in for data-driven insights to guide your investment strategy this fall.

September is historically the market’s toughest month, but will 2025 follow the same path? With AI hype surging, tech valuations stretched, and just 7 stocks driving most of the market’s gains, investors are asking: is this rally built to last?

In August's episode of the Market Insights Broadcast, Chris Arends, CFA®, CMT®, CAIA® is joined by his fellow Gatewood Partners, Daniel Goeddel, MBA and Brian McGeehon, MAcc, CFA®, CLU®. Together, they break down the latest market dynamics shaping investor decisions, with an informed perspective from our CFO and hiring manager on the recent changes in the job market.

👉 Key topics include:

• Why September’s market history raises red flags
• Recent payroll revisions and shifts in the hiring market
• Whether AI enthusiasm is sustainable or speculative
• The risks of market concentration in mega-cap stocks
• How China’s slowdown creates unexpected U.S. tailwinds
• Bond market signals every investor should be watching

September is historically the market’s toughest month, but will 2025 follow the same path? With tariffs, tax reform, and shifting Fed expectations dominating the headlines, investors are asking: is the rally built on solid ground or just noise?

In this week’s Market Insights, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC® (CEO), and Chris Arends, CFA®, CMT®, CAIA® (CIO) are joined by special guests and fellow Gatewood teammates, Christina Shockley, CFP®, JD (CPO) and Dan Goeddel, MBA (COO). Together they break down what’s fueling recent market gains despite soft consumer data and Fed hesitation.

👉 Key topics include:

• The disconnect between market optimism and economic fundamentals

• Tech and mega-cap stock momentum

• Shifts in interest rate expectations

• What investors should consider for the second half of 2025

Whether you're planning near-term moves or long-term strategy, this episode helps decode what’s really happening behind the headlines.