Putting Economic And Q3 Market Headlines Into Context For Clients, With James Liu

With financial news headlines flagging everything from higher bond yields and oil prices to AI and elections, clients can easily lose sight of the bigger picture. For financial advisors, these headlines create an opportunity to provide context, address concerns, and help clients stay focused on their long-term financial goals.  James Liu, founder and CEO of Clearnomics, joins us today to break down the major forces shaping the current market environment and what advisors should be prepared to discuss with clients. Listen in to learn what rising bond yields mean for portfolios, why today's rate environment differs from 2022, and the return patterns of commodities. James also explores the earnings supporting current equity returns, how advisors can put the AI boom into perspective, why bonds can still provide an important defensive role, and how to discuss the upcoming midterm elections and national debt without letting politics drive investment decisions.   For show notes and a full episode transcript, visit: www.kitces.com/FAT12      Click here to learn more about becoming a Kitces.com premier member.