Marc To Markets

Marc To Markets

www.linkedin.com/in/marc-penziner
On this podcast I talk to industry leaders on matters related to your money, markets, and issues near and far from personal finance.


The Rise Of Artificial Intelligence
Oct 8 • 32 min
One of the most talked about topics in recent years is the rise in Artificial Intelligence and machine learning. I’m joined by Senior Portfolio Manager Paul Robertson to understand what AI is and how companies are using it to increase profitability. Paul…
Back To School: Finance 101
Sep 3 • 22 min
With the new school year upon us I thought I’d take the podcast back to to school for Finance 101. I’m joined by Damon Amendolara of CBS Radio to discuss some of the most important and practical parts of your financial plan. We cover how much cash to keep…
The Business & Culture of Youth Sports
Aug 18 • 27 min
Youth sports is an enormous industry. Childhood athletics is no longer just signing up for town rec soccer, little league, or a bunch of teenagers playing basketball at the local court. If you are a parent or a grandparent, you will be interested in my…
The Markets At Mid-Year
Jul 8 • 20 min
Join me as I reflect on the first half of 2019. I review how my expectations for the year have played out so far and discuss why following the markets too closely can impact your ability to maintain the right long-term strategy. I will emphasize why not…
Everything You Want to Know About Cannabis But Are Afraid To Ask
May 31 • 54 min
We cover the industry from the operator, investor, and legal perspective. Cannabis is one of the fastest growing industries in the country, but faces a maze of regulatory hurdles. I’m joined by Jason Klein - Chair of the Cannabis Law department at Offit…
Replay of Book Lunch: The History of the Deli
May 13 • 39 min
Earlier this month I was joined in New York City for a lunch and learn with Ted Merwin, the author of the book Pastrami on Rye: The History of the Jewish Deli. This episode is the recording of that discussion. Ted covers the origin of the deli, its place…
Bonds In A Low Interest Rate World
Apr 17 • 25 min
This month, we focus on the bond market and interest rates. I’m joined by Matt Norton, Co-Head of Municipal Investing at Bernstein. Matt shares his forecast for interest rates and how best to position a bond portfolio in this environment. We talk about…
March Madness is Here: Fill Out Your Brackets and Win Your Pool
Mar 19 • 31 min
On a special Marc to Markets we go about as far away from finance as possible. I break down College Basketball’s March Madness Tournament with Damon Amendolara, host CBS Sports Radio’s The D.A. Show, and Dave Friedman, Play-By-Play announcer of Winthrop…
Inside Philanthropy
Mar 4 • 41 min
This month, we take a deep dive into philanthropy and not-for-profit organizations. I’m joined by Hillel Hyman, CFO of the Marlene Meyerson JCC Manhattan; Peter Dunn, President and CEO of the Central NY Community Foundation; and Seth Buchwald, a Principal…
Understanding Millennials
Feb 1 • 34 min
Millennials are rapidly becoming the largest demographic in the country. They are already changing everything from the way we work, to how we communicate, to how we shop. On this episode I talk with Paul Robertson, a Senior Portfolio Manager at Bernstein,…
Reflections on 2018 & Outlook for 2019
Jan 3 • 25 min
On this episode, I switch places and answer questions from Client Advisor, Amanda Beebe about the markets and economy. We cover an eventful year, starting with what I got right and wrong in my predictions for 2018. I discuss where stock and bond markets…
Where Have All The Traders Gone? Computer Trading Takes Over Wall Street
Dec 5, 2018 • 27 min
On this episode I chat with Kent Spellman, Co-Founder of Hard Eight Trading, a global proprietary trading firm based in Chicago. Kent and I discuss how the trading of stocks has changed from the old days on the floor of an exchange. We talk about how…
The October Correction: What It Tells Us About The Market and How To Manage Portfolios
Nov 5, 2018 • 28 min
On this episode I’m joined by Paul Benjamin, former Director of Investments at Alcoa. At Alcoa he was responsible for asset allocation, manager selection and risk management of Alcoa’s $7+ Billion in global Pension and Foundation assets. Paul was named by…
How to Protect Yourself and Your Money If and When Bad Things Happen
Oct 8, 2018 • 23 min
On this episode I’m joined by Fred Schulman, Managing Partner of the Schulman Blitz Law Firm. We discuss how to best use insurance to best protect yourself and your family, Fred talks about the most important type of insurance most people do not know…
Sustainable Investing: You have heard of it, now learn about it.
Sep 17, 2018 • 18 min
On this episode we talk about the idea of sustainable investing. It is a common buzzword thrown out in the investment world today, but what does it mean, and how do you even do it? I’m joined by research analyst Joe Sun to talk about how his sustainable…
Why Being Good at Investing Isn’t Part Of Human Nature
Aug 9, 2018 • 23 min
On this episode I’m joined by Amanda Beebe, Senior Associate at Bernstein Private Wealth Management. We discuss how the essence of human nature leads people to be much worse at managing money than anticipated. We share research on how the mind can be lazy…
China: Ghost Cities or Global Growth Leader
Jul 9, 2018 • 27 min
On this episode we talk about China’s changing landscape, potential trade wars, and investment opportunity. Jim Murphy, Senior Portfolio Manager at Bernstein, explains the firm’s differentiated view of China and what our research is uncovering that might…
The Amazon Effect
May 30, 2018 • 36 min
In this podcast, I’m joined by Steven Ross, former CEO of EdCon – one of Africa’s largest retailer, and Dana Herrman, Senior Managing Director on Bernstein’s trading desk. We discuss the impact of Amazon and the disruption it’s causing on everything from…
Bitcoin, Blockchain, and Cryptocurrency: Fad or the Future?
Apr 25, 2018 • 32 min
In this podcast we discuss the hype surrounding Bitcoin, blockchain & cryptocurrency. Paul and I discuss the innovation each provides, and the investment implications, how can you play this market as an investor, and debate if the mania around Bitcoin has…
A Roundtable On Residential Real Estate
Feb 1, 2018 • 27 min
In this edition I talk with Blake Mastalir, Managing Director in Bernstein’s Real Estate Group, Amy Herman, from Nest Seekers International—The Serhant Team, and Jed Lewin, Esq., LG Fairmont, to discuss the state of real estate in New York City, the…
A Discussion on Financial Security
Oct 12, 2017 • 24 min
On this edition I speak with Milan Kosanovich, Federal Bureau of Investigation Special Agent, White Collar Crimes Unit, about how to protect your financial security on the Internet and in your everyday transactions. Special Agent Kosanovich has expertise…
A View From the C-Suite
Jul 11, 2017 • 25 min
In this edition of our podcast I talk with David Barnard, Head of Bernstein Private Wealth Management, as we reflect on the first half of the year for our clients, and the future of the business and industry. In this edition of our we discuss: A look at…
Trumpcare and Obamacare, the Truth Behind the Headlines
May 23, 2017 • 18 min
In this edition I talk with Matt Penziner, Executive Director, NYUPN Clinically Integrated Network, about the repeal of the Affordable Healthcare Act and its impact on patients. Matt and I discuss the facts surrounding “repeal and replace”, the odds…
The Trump Tax Plan: What It Is and What To Do
May 23, 2017 • 12 min
In this edition of our podcast I talk with Tara Thompson Popernik, Bernstein Director of Research about the Trump Tax Plan. We cover the specifics of the proposal and planning issues you should consider in advance of the tax law change. The information…
2017 Outlook For The Capital Markets
Mar 6, 2017 • 31 min
In this episode I sit down with Bernstein CIO Seth Masters to get his outlook for 2017. We discuss potential return in both the stock and bond market, risks to the forecast, and the geopolitical environment.
The Municipal Bond Market Now
Oct 20, 2016 • 23 min
In this episode I sit down with Daryl Clements, Senior Portfolio Manager-Municipal Bonds at Bernstein. In this episode we discuss why the muni market us fundamentally healthy, why Daryl believes investors should concentrate their portfolios in…
Can The Stock Market Keep Going Up?
Jul 12, 2016 • 25 min
In this episode (July 2016) I sit down with Gerry Paul, Bernstein’s CIO of US Strategic Equity portfolio. We discuss the DOW being at an all time high and how that impacts his view of valuation and opportunities in the market, the impact of monetary…
The US Oil and Energy Market: An Overlooked Opportunity?
Apr 12, 2016 • 26 min
In this episode I speak with Deacon Turner, Nationally Managing Director and member of Cohead of the Targeted Services Investment Committee, from his office in Oklahoma to get a first hand account of the status of the US energy market. We discuss the…
Economic Outlook 2016 and Best Planning Strategies For The Year Ahead
Feb 25, 2016 • 21 min
In this episode I sit down with CIO of Fixed Income at AllianceBernstein, Doug Peebles, and Director of Research-Wealth Management Group, Tara Thompson Popernik to discuss the outlook for the market and the best ways to prepare your investments. Doug…