Making Sense
Making Sense
Podcast Description
Making Sense explores the key forces shaping today’s markets—and how they impact the financial decisions investors face every day. Through timely conversations, our market and economic researchers cut through the noise and break down the headlines, trends and market movements that matter, helping you navigate volatility and make more informed investment decisions.
Learn more at firstcitizens.com/making-sense.
Podcast Insights
Content Themes
The podcast centers on financial markets, economic policy, and investment strategies, with recent episodes exploring the implications of trade policy on investors, the Federal Reserve's interest rate management, and market volatility trends that influence decision-making.
Making Sense explores the key forces shaping today’s markets—and how they impact the financial decisions investors face every day. Through timely conversations, our market and economic researchers cut through the noise and break down the headlines, trends and market movements that matter, helping you navigate volatility and make more informed investment decisions.
Learn more at firstcitizens.com/market-update.
On June 24, 2025, Thomas O’Keefe, Managing Director, and Phillip Neuhart, Director of Market and Economic Research, sat down to talk about the underlying factors and decisions making up our portfolio positioning strategy for third quarter.
While global challenges exist, reacting to narratives is not an efficient investing strategy. Balance in portfolios with adequate guardrails in place remains constant in our portfolio positioning.
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