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Sawgrass Market Musings

Sawgrass Market Musings

By: Advisors Asset Management Inc.
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A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.

© 2025 Sawgrass Market Musings Economics Personal Finance
Episodes
  • AI Euphoria

    AI Euphoria
    Oct 8 2025

    Anthony Brooks, Portfolio Manager, discusses the strong third quarter spurred by optimism in Artificial Intelligence (AI) developments and a dovish Federal Reserve. The largest technology companies are set to increase spending and Wall Street is rushing to jump on board the "AI goldrush." Historically, markets tend to do well in the fourth quarter, however stubborn inflation and mixed monetary policy signals could awaken some volatility.
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    4 mins
  • Will Summer Momentum Last in Q4?

    Will Summer Momentum Last in Q4?
    Sep 11 2025

    Marc Davis, CFA, Co-Portfolio Manager, discusses the continued ascent of equity markets and stocks' resiliency despite signs of a weaking job market. This slowdown has shifted the interest rate outlook toward multiple potential cuts. However, although short-term rates are expected to decline, will longer-term rates follow suit?
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    4 mins
  • A Peaceful Ascent

    A Peaceful Ascent
    Aug 14 2025

    Anthony Brooks, Portfolio Manager, shares insights on what's been driving positive investor sentiment as the S&P 500 hit new highs in July. And he discusses how investors' response to corporate earnings, economic progress, and seasonality may shape whether this moment can continue.
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    4 mins
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