The Pulse by Bernstein

Dec 10 2024 100 ep. 20 mins 11
The Pulse by Bernstein Podcast artwork

In this podcast for investing, Stacie Jacobsen, Senior National Director, provides insights on the economy, global markets, and all the complexities of wealth management.

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The Way Forward: 2025 Market Outlook Podcast

Dec 10 2024 25 mins  
Bernstein’s Alex Chaloff and Maura Pape bring you the 2025 Market Outlook, and Stacie recaps 2024 with clips from our favorite episodes of the podcast. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representation

Looking Ahead with Onur Erzan: A Conversation with the Head of Bernstein PWM

Dec 03 2024 18 mins  
As we approach the end of the year, it’s the perfect time to sit down for a candid conversation about how Bernstein is positioning itself for the future. Stacie speaks to Onur Erzan, Head of Bernstein Private Wealth Management, about the evolving financial landscape and the crucial role of an experienced and forward thinking wealth management firm. Note to All Readers: The inform

Reading the Future: Five Books for a New Age of Investing

Nov 12 2024 28 mins  
Stacie speaks with Inigo Fraser Jenkins, Co-Head of Institutional Solutions at AB, to talk about five thought-provoking books that sit at the crossroads of Capitalism, technology, politics, and social order—some of the most critical issues shaping investment strategies today. Below is the list of the five books mentioned in this episode: Robert Skidelsky: The Machine Age: An Ide

Rethinking Cash: Is it Time to Seek Higher Yield Elsewhere?

Oct 22 2024 20 mins  
Even though cash has become a less attractive option in the past year, a record amount (nearly $6.5 trillion) remains in money market funds. With the Fed now cutting rates, much of that money will be moving elsewhere. Todd Buechs, Bernstein’s National Director of Core Fixed Income and Alternative Credit, joins the podcast to share his best ideas on where investors can turn for hi

Election Expectations: Matt Palazzolo on Whether Investors Should Make Moves Ahead of November

Oct 08 2024 17 mins  
Investors often try to anticipate whether elections will have an impact on the financial markets. But history tells us equity returns are roughly the same no matter who occupies the White House. Bernstein’s Senior National Director of Investment Insights, Matt Palazzolo, offers his perspective on how politics in this election year and beyond could affect the markets and economy.

Shifts in Spending: Insights on the Current Consumer Landscape

Sep 24 2024 18 mins  
Consumer spending has remained steady overall this year, but spending patterns have shifted. Bernstein senior research analyst Snezhana Otto breaks down the current landscape for consumers and retailers. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podca

Surveying Success: New Research on How Wealthy Families Chart Their Futures

Sep 10 2024 22 mins  
Investors often ask, “What are families like ours doing with their wealth?” To help answer that question, Bernstein interviewed families from around the world about their top-of-mind concerns. In this episode, study author Anne Bucciarelli shares the extraordinary ways families are using their wealth to make a lasting impact and how they navigate challenges. Click here to lear

Fiscal Fix: Averting a US Debt Crisis

Aug 27 2024 16 mins  
After skyrocketing in recent years, the U.S. national debt is projected to continue growing at an unsustainable pace. Should investors be concerned? Bernstein Senior Research Analyst Chris Brigham examines factors that have contributed to the debt’s rise and outlines key steps for avoiding a major crisis. For more context, read our new white paper “Debt or Alive.” Note to All

Confronting the Cliff: Why You Should Revisit Your Estate Plan Before 2026

Aug 13 2024 22 mins  
The lifetime exclusion amount for gift and estate taxes is scheduled to fall by half in 2026. Who does this change affect—and how can they manage the financial impact? Estate planning expert Jennifer Goode explains the potential impacts of the looming tax cliff and shares insights on tax-conscious wealth transfer strategies. Note to All Readers: The information contained here r

Happy Campers: CEO Jeffrey Hunter on Storyteller Overland’s Success

Jul 23 2024 18 mins  
Storyteller Overland has succeeded by embracing exploration and innovation while forging close connections among #vanlifers. Hear how in this insightful conversation with CEO Jeffrey Hunter. Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceB