Knightsbridge Insights
Prefer listening over reading? This podcast brings our quarterly market commentary to you in a more accessible format, offering thoughtful perspectives on the economy, capital markets, and the factors shaping long-term investment outcomes. Designed for our clients and partners, each episode reflects our disciplined approach to wealth management and portfolio strategy.
For the full written commentary and additional insights, visit www.knightsb.com/insights.
Episodes
Oct 12, 2026
Oct 12, 2026
11 min
In this edition, we discuss:
How AI is totally driving the US economy, corporate profits, and the stock market
The currently good-looking corporate earnings picture
Today’s stock market valuation (good relative to earnings growth, less so when factoring in capital spending)
The degree to which many stocks are not keeping up with outsized S&P 500 Index returns
Fixed income (bond) yields now looking attractive relative to cash and stocks
Jul 13, 2026
Jul 13, 2026
12 min
In this edition, we discuss:
How and why the stock market is on such a tear this year despite the war in Iran
This year’s stock market winners (all things AI) and losers (software and surprisingly, energy stocks)
Our thoughts on the SpaceX IPO
Stock market valuation – why the market is so expensive and perhaps deservedly so
Where we draw the line on high equity valuations
Apr 17, 2026
Apr 17, 2026
14 min
In this edition, we discuss:
The stock market’s changing leadership
Why the stock market is, perhaps correctly, underracting to the disruption in oil markets
The perverse incentives behind the private credit redemption flurry, and what we are doing about it