Synopsis
Many investors want a one-stop site to access clear, credible thinking on the markets and investing. Fisher Investments Market Insights was created to address this need, providing succinct, entertaining and savvy thinking on global capital markets. Our goal is to provide discerning investors the most essential information and commentary to stay in tune with what's happening in the markets, while providing unique perspectives on essential financial issues.
Episodes
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This Week in Review | Middle East Update, New Fed Chair Hearing, Resilient Markets (Apr. 24, 2026)
24/04/2026 Duration: 05minThe economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • An update on the Iran-US conflict negotiations • Senate confirmation hearing for Fed chair nominee • Stocks recover from recent pullback to set new all-time highs Below are the sources for all data cited in today’s show: 1.) Source: Macrobond and FactSet, as of 4/23/2026. US and global developed market GDP-weighted yield curves, 3/31/2025 – 3/31/2026. 2.) Source: CNBC, as of 4/23/2026. “Tillis maintains blockade on Fed pick Kevin Warsh over Powell probe”. 3.) Source: CNBC, as of 4/23/2026. “Powell says he will stay on as head of the Fed until Warsh is confirmed”. 4.) Source: FactSet, as of 4/23/2026. MSCI World Total Return Index, daily, from 1/1/2026 – 4/20/2026. 5.) Sour
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This Week in Review | Iran Conflict Update, Canada Election, UK GDP (Apr. 17, 2026)
17/04/2026 Duration: 08minThe economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • Iran conflict ceasefire negotiations • Canada’s byelection • UK economic update Below are the sources for all data cited in today’s show: 1. Source: FactSet, as of 4/16/2026. MSCI World Total Return Index, daily, 3/30/2026 – 4/15/2026. 2. Source: FactSet, Trading Economics and Macrobond, as of 4/16/2026. Y/y S&P 500 earnings and revenue growth, actual and estimated, 4/10/2026. US, UK, eurozone, and Japan flash manufacturing and service PMIs, March 2026. US and global developed market GDP-weighted yield curves, 3/31/2025 – 3/31/2026. 3. “Elections and Defections Unshackle Canada’s Liberals Under Carney”, Ian Austen, The New York Time, 4/14/2026. 4. Source: FactSet, as of 4
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Ken Fisher on Inflation Data, Currency Reset Risks, Commodity Opportunities and More– April 2026
17/04/2026 Duration: 12minIn this episode of the Market Insights podcast, Fisher Investments’ founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his thoughts on topics like the accuracy of inflation data, whether a currency reset is underway, should investors consider commodity opportunities and leading economic indicators. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 02/20/2026. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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This Week in Review | Middle East Conflict, US Inflation, Tariff Update (Apr. 10, 2026)
10/04/2026 Duration: 06minThe economy and markets can feel dizzying and ever changing. That’s where we can help. Fisher Investments’ “This Week in Review” is a weekly segment designed to highlight a few things you may have missed this week, what they could mean for financial markets and why they matter to investors like you. This week, Fisher Investments reviews: • Updates on the Middle East conflict • Recent US inflation data • Market Trends: Liberation Day Tariffs Below are the sources for all data cited in today’s show: 1. Source: FactSet and Trading Economics, as of 4/10/2026. MSCI World Index return with net dividends and Brent crude oil, 12/31/2025 – 3/31/2026. 2. Source: FactSet, as of 4/10/2026. MSCI World Total Return Index, Brent crude oil, and Dutch TTF natural gas, 4/8/2026. 3. Source: FactSet, as of 4/10/2026. MSCI World Total Return Index, 3/30/2026 – 4/8/2026. 4. Source: Macrobond and FactSet, as of 4/10/2026. US and global developed market GDP-weighted yield curves, 3/31/2025 – 3/31/2026. 5. Source: U.S. Bureau of La
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Ken Fisher on AI Research, Recession Probability, Tariffs' Economic Impact and More – March 2026
09/03/2026 Duration: 18minIn this episode of the Market Insights podcast, Fisher Investments’ founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his thoughts on topics like tariffs’ economic impact, the probability of a recession in 2026, being a “perma-bull,” and comparisons between AI stocks and the dot-com bubble.. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 01/12/2026. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ken Fisher on Dollar Devaluation, Timing the Market, Private Credit Markets and More – Jan 2026
26/01/2026 Duration: 13minIn this episode of the Market Insights podcast, Fisher Investments’ founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his thoughts on topics like dollar devaluation fears, the importance of time in the market versus timing the market, the potential risks posed by private credit markets during a period of financial crisis, the price-to-sales ratio and more. Get these insights and much more in this episode of the Market Insights podcast. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ken Fisher on Inflation, Bear Markets, The End of Pennies and More – December 2025
23/12/2025 Duration: 11minIn this episode of the Market Insights podcast, Fisher Investments’ founder, Executive Chairman, and Co-Chief Investment Officer, Ken Fisher, tackles a fresh round of listener questions. Ken shares his expert insights on topics like investing during periods of high inflation, recognizing the turning point in a bear market, the potential impact of phasing out pennies, and the rise of cashless payments. With a blend of historical perspective and practical advice, Ken offers valuable guidance on markets and long-term investing. Episode recorded on 11/20/2025. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ep. 25-11 Ken Fisher on Short-Term Market Swings, Natural Disasters, US Debt and More – Nov 2025
25/11/2025 Duration: 11minIn this episode, Fisher Investments’ founder Ken Fisher answers a fresh batch of listener questions. Ken discusses the role of sentiment in short-term market swings, the market impact of natural disasters, how US debt compares to other governments around the world and whether home affordability and student debt are headwinds to markets and the economy. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 10/14/2025. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ep. 25-10 Ken Fisher on Market Bubbles, Budget Deficits, US Presidential Cycles and More – Oct 2025
21/10/2025 Duration: 20minIn this episode, Fisher Investments’ founder Ken Fisher answers a fresh batch of listeners questions. Ken discusses whether stocks are in a bubble, if budget deficits impact the US dollar’s global reserve currency status, what rising long bond yields mean for the global economy and the impact of presidential term cycles on stock market returns. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 9/18/2025. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ep. 25-009 Ken Fisher on Cryptocurrency Investing, Recession Risks and More – September 2025
15/09/2025 Duration: 16minIn this episode, Fisher Investments’ founder Ken Fisher answers a fresh batch of listeners questions. Ken discusses the pros and cons of owning cryptocurrency, whether the end of the bull market is near, and if the leading economic index could be signaling recession. Get these insights and much more in this episode of the Market Insights podcast. Episode recorded on 8/19/2025. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ep. 25-008 US National Debt,Dividends,The One Big Beautiful Bill Act and More–August 2025
20/08/2025 Duration: 20minIn this episode, Michael Hanson, Senior Vice President of Research at Fisher Investments, answers a fresh batch of listeners questions. Michael answers questions on the service cost of the national debt, utilizing dividend stocks for cash flow and whether the “One Big Beautiful Bill” is beneficial for companies and stocks. These insights and much more in this episode of the Market Insights podcast. Episode recorded on 7/10/2025 Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ep. 26-006 Ken Fisher on Tariffs and Volatility, Sequence of Return Risk, and More – July 2025
03/07/2025 Duration: 14minIn this episode, Fisher Investments’ founder Ken Fisher answers a fresh batch of listeners questions. Ken discusses the post-“Liberation Day” market drop and whether investors should expect more tariff-related volatility. He also addresses sequence of return risk, before taking a closer look at the relationship between rising interest rates and the dollar. These insights and much more in this episode of the Market Insights podcast. Episode recorded on 6/18/2025 Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ep. 25-005 Ken Fisher Discusses Trade Deficits, Tariff Collection and More - May 2025
30/05/2025 Duration: 20minIn this episode, Fisher Investments’ founder, Ken Fisher, answers a fresh batch of listeners questions. Ken discusses the hidden reality behind trade deficits and tariff collection. He also delves into the parallels between this year’s market volatility and that of 1998. All that, and much more, in this episode of the Market Insights podcast. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ep. 25-004 Ken Fisher Discusses Technical Investing, Stop Losses, Wealth Taxes and More–April 2025
25/04/2025 Duration: 19minIn this episode, Fisher Investments’ founder Ken Fisher answers a fresh batch of listeners questions. Ken discusses the pitfalls of technical investing, stop losses and wealth taxes. He also shares his thoughts on whether US tariffs will bring manufacturing jobs back to the US, and whether life and long-term care insurance are good investments. All that, and much more, in this episode of the Market Insights podcast. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ken Fisher Discusses the Federal Reserve Balance Sheet, Oil Markets, DOGE - March 2025
27/03/2025 Duration: 25minIn this episode, Fisher Investments’ founder Ken Fisher answers a fresh batch of listeners questions. Ken discusses the market impact of the current administration’s regulatory approach, the Federal Reserve's balance sheet reduction and its implications for investors. He also shares his thoughts on the oil market and whether the Department of Government Efficiency (DOGE) will influence the economy. All that, and much more, in this episode of the Market Insights podcast. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ken Fisher Discusses Market Corrections, Bitcoin, the Auto Industry and more– February 2025
20/02/2025 Duration: 13minIn this episode, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher answers a new round of listener questions. Ken explains why the Trump administration’s pro-crypto agenda hasn’t changed his outlook on bitcoin. He also discusses how the continued development of the election vehicle market might affect the auto industry. All that, and much more, in this episode of the Market Insights podcast. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ken Fisher Explains Digital Currencies, Bear Markets and How to Gauge Investor Sentiment – Nov. 2024
12/11/2024 Duration: 15minIn this episode, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher answers a new round of listener questions. Ken offers his thoughts on digital currencies and defines investor sentiment and ways to gauge it. He also discusses the likelihood of an impending bear market and whether meme stocks are something worth paying attention to. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ken Fisher Explains Capital Gains vs Dividends and the Biggest Mistake Investors Make – October 2024
30/10/2024 Duration: 15minIn this episode, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher answers a new round of listener questions. Ken covers the tax efficiencies of capital gains vs dividends, along with how to think about portfolio diversification. He also offers his thoughts on algorithmic trading and lastly, reveals what he believes is the biggest mistakes that investors make. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ken Fisher Answers When to Buy a Home and the Impact of Tariffs – September 2024
24/09/2024 Duration: 16minIn this episode, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher answers a new round of listener questions. Ken shares his thoughts on the current state of investor sentiment, along with discussing when is the best time to buy a home. He also discusses the impact of tariffs on the economy. Visit our episode page, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.
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Ken Fisher Discusses US National Debt Fears - June 2024
21/06/2024 Duration: 11minIn this episode, Fisher Investments’ founder and Co-Chief Investment Officer Ken Fisher addresses a common investor concern—US national debt. Visit our episode page https://www.fisherinvestments.com/en-us/insights/podcasts/june-2024-ken-fisher-discusses-us-national-debt-fears, where you’ll find links to more information and resources to help you become a more informed investor. And if you have questions about capital markets, investing or personal finance, email us at marketinsights@fi.com. We may use them in an upcoming episode.