Marc To Markets

In this podcast, I’m joined by Steven Ross, former CEO of EdCon – one of Africa’s largest retailers, and Dana Herrman, Senior Managing Director on Bernstein’s trading desk. We discuss the impact of Amazon and the disruption it is causing on everything from the retail industry to the stock market. I’ll conclude with a final thought on how to increase your yield on cash, and why banks are paying nearly nothing on checking, savings, and money market accounts. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast, or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this publication. This document is for informational purposes only and

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 impacted the broader marker. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast, or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this publication. This document is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal, or accounting advice. It does not take an investor’s personal investment objectives

In this edition (February 2018) 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 tristate area, and around the country. We cover the current state of the New York City real estate market, the impact of new construction on the city and the amount of inventory expected to hit the market, the areas that are most likely to experience the highest appreciation going forward as well as the neighborhoods with the most value for your dollar, and an update on select key markets around the country (Florida, California, etc.) The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forec

On this edition (October 2017) 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 in complex financial crimes, corporate fraud, and works as a certified FBI hostage negotiator. We discuss how to protect your personal financial information; everyday tips for protecting from identity theft; steps to take if your information has been comprised; questions to ask your bankers and financial advisors to verify their legitimacy; and insights into the most common financial frauds in the market today and how to look out for them. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection

In this edition (July 2017) 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 markets and our client experience at the midpoint of the year, the state of Bernstein today, and our evolution over the past few years, the major transition in markets happening now, what matters most in getting a financial plan right in today’s environment, David’s initial impressions of new CEO Seth Bernstein and what impact it may have on our business, who are our clients and how does David define investment success on their behalf. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forec

In this edition (May 2017) 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 healthcare legislation pass the Senate, and if so, what will it look like, how patients expect their costs to change, if preexisting conditions will be covered or not, and the overall cost of healthcare in the economy. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast, or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this publication. This document is for informational pu

In this edition (May 2017) 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 contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast, or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this publication. This document is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal, or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; inv

In this episode (March 2017) 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 information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast, or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this publication. This document is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal, or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their

In this episode (October 2016) 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 intermediate-maturity portfolios, the impact of the federal reserve raising interest rates, the health state and local government finances, and the differences between holding cash versus owning municipal bonds. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast, or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this publication. This document is for informational purposes on

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 policy on the stock market, what he looks for in a stock, and the impact on ETFs on the market. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast, or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this publication. This document is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal, or accounting advice

In this episode (April 2016) 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 current forecast for oil prices, the mood of the key players in the industry, opportunities for investment in the space, the new normal supply/demand balance, and the impact of tigher bank lending and a reduction in financial liquidity on the industry. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast, or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this publication. T

In this episode (January 2016) 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 reviews the economy from both a US and Global perspective and discusses the interest rate environment worldwide. Tara gives her best tips for being financial prepared for the new year from both a planning, income, and estate tax perspective. The information contained herein reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this publication. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast, or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed herein may change at any time after the date of this publication. This do