Show overview
Market Insights launched in 2025 and has put out 9 episodes in the time since. That works out to roughly 3 hours of audio in total. Releases follow a monthly cadence.
Episodes typically run ten to twenty minutes — most land between 15 min and 18 min — and the run-time is fairly consistent across the catalogue. It is catalogued as a EN-US-language Business show.
The show is actively publishing — the most recent episode landed 2 weeks ago, with 5 episodes already out so far this year. Published by Fidelity Investments.
From the publisher
Hear Fidelity’s insight on the current market and global economy. For legal info go to go.fidelity.com/legal
Latest Episodes
Market Insights: Oil Prices and Market Expectations
Market Insights: Geopolitics, Oil, and the Tech Reset
Denise Chisholm breaks down geopolitical tensions, oil price moves, and tech valuation resets, highlighting what history suggests for markets and where risks and opportunities may lie. Recorded on March 12, 2026. <br/> Read the <a href=https://media.fidelity.com/assets/Fidelity.com_VMS/747/115/Market_Insights_Podcast_MAR_2026.pdf>full transcript</a>
Market Insights: How Geopolitics Are Shaping 2026
Dirk Hofschire and Lars Schuster explore the impact of Middle East tensions on oil, inflation, interest rates, and investor sentiment, plus why diversification remains essential. Recorded on March 5. Download the full transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/1010/455/March_Monthly_Market_Insights_Podcast_030526.pdf
Market Insights: Dollar Moves, Market Concentration, and the Signals That Matter
Denise Chisholm unpacks the data behind dollar weakness, market concentration, and sector signals. Learn why earnings trends matter more than currency moves and what today’s conditions may mean for equity opportunities. Recorded Feb. 2, 2026.
Market Insights: What’s Driving Market Rotation in Early 2026
Dirk Hofschire breaks down the early 2026 market story, from global equity rotation and strong earnings to volatility in commodities and the implications of the new Fed chair. Recorded on Feb. 2, 2026.
Market Insights: 2025 Market Recap and What’s Ahead: AI, Consumers, and Global Diversification
Markets soared in 2025, driven by global equities, AI investment, and consumer resilience. Lars Schuster and Dirk Hofschire share key takeaways and what these trends could mean for investors heading into 2026. Recorded on Dec. 4, 2025.
Market Insights: Tech Leadership, Sentiment Signals, and the Quant Edge
Denise Chisholm and Fidelity’s Anthony Zhu discuss tech fundamentals vs. the 2000 bubble, what low sentiment could mean for markets, and how quant strategies aim to uncover alpha and manage risk. Recorded Nov. 20, 2025.
Market Insights: Finding Alpha in Unpredictable Markets
Denise Chisholm and Ramona Persaud unpack tech sector resilience, volatility-driven investing, and the power of risk-sensitive strategies to deliver smoother, more durable returns. Recorded on October 27, 2025. Morningstar disclosure available <a href=https://s21.q4cdn.com/198919461/files/doc_downloads/othe_disclosure_materials/2023/1134512.pdf>here</a>.
Market Insights: Rate Cuts, Strong Profits, and a Trade Truce
Dirk Hofschire and Lars Schuster discuss how strong corporate earnings, AI-driven growth, and shifting Fed policy are shaping a resilient market. Recorded on October 30, 2025.