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Financial PerspectivesInsights from Investment Professionals Author: CFA Society San Francisco
Financial Perspectives is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guests area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! Overall, you'll come away having learned new finance and investment insights. This podcast, developed by CFA Society San Francisco, is provided for general interest only. Episodes are published on the last Tuesday of the month. The content is not intended to be, nor should be interpreted as recommendations or fiduciary advice. Please consult your own investment professional for information concerning your specific situation. Language: en Genres: Business, Careers, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Decoding Today's Markets: Signals, Shifts, and Smart Positioning w/ Benjamin Armellini
Episode 4
Tuesday, 25 November, 2025
In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Benjamin Armellini - Managing Partner at Main Street Research - for a candid look at the forces shaping today’s markets. Together, they unpack an economy landscape defined by volatile trade policy, uneven sector performance, and a labor market that looks very different depending on where you stand. Benjamin offers a global perspective on earnings growth, highlights where investors may be overlooking meaningful opportunities outside the U.S., and explains why AI-driven sectors have widened the gap between headline indexes and the rest of the market. They also explore the disconnect between lagging economic data and real-time market behavior, the implications of shifting capital expenditure trends, and what a “Goldilocks environment” really means for long-term investors. The conversation closes with grounded, practical guidance—why market timing continues to fail investors, how to define success beyond benchmarks, and why having a clear plan matters more than ever in a noisy, fast-moving economy.Listeners will also hear practical guidance on why market timing continues to fail investors, how to define success beyond benchmarks, and why having a clear plan matters more than ever in an erratic economy.Tune in for an insightful conversation that moves beyond the noise to provide actionable strategies for navigating today's complex global economy, managing risk, and making sound decisions in a period of economic uncertainty.
