{"store":{"baseInfo":{"podcastTitle":"Knightsbridge Insights","slug":"knightsb","podcastDescription":"

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.

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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

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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