Sawgrass Market Musings
Sawgrass Market Musings
Podcast Description
A podcast series from AAM's strategic partner Sawgrass Asset Management, LLC.
Podcast Insights
Content Themes
Focuses on financial market analysis, macroeconomic trends, and investment strategies with episodes covering topics such as the impact of tariffs on market volatility and the implications of emerging AI technologies on economic forecasts.
A podcast series from AAM’s strategic partner Sawgrass Asset Management, LLC.
Geopolitical shocks, AI skepticism, and shifting rate expectations pulled the S&P 500 lower in Q1, even as market leadership broadened beneath the surface. Portfolio Manager, Anthony Brooks, walks through a quarter that felt like an endless bedtime story – full of twists, false endings, and an ever-growing cast of macro surprises reshaping the market narrative.
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