From Know More to Above the Fray: Markets & the Road Ahead

In this final episode of the Know More Risk Better podcast, Winnie Cisar is joined by Zachary Griffiths to discuss the key themes shaping markets in 2026. They examine the evolving Federal Reserve outlook, Treasury yield uncertainty, and the impact of AI-driven investment trends, including growing hyperscaler debt issuance and data center financing activity.
The conversation also explores inflation risks, labor market dynamics, geopolitical developments, and how AI is influencing productivity, financial conditions, and investor sentiment. They assess the implications for credit markets and fixed income investors while reflecting on lessons from the podcast and previewing the upcoming Above the Fray podcast. This episode offers valuable insights into the market forces investors should watch as they navigate an increasingly complex macro environment.