{"store":{"customizeEditHighlightKey":null,"customizeEditingSectionKey":null,"customizeScrollToKey":null,"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.

","podcastLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/22271027/2048x2048_logobb37g.png","podcastShareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/22271027/2048x2048_logobb37g_1200x628.jpg?s=d81fe914b2523a5fb2c8626896e03767&e=png","podcastUrl":"https://knightsb.podbean.com","podcastCanSearched":true,"feedUrl":"https://feed.podbean.com/knightsb/feed.xml","theme":"elegant","podcastDeepLink":"https://www.podbean.com/pw/pbblog-pe8nu-153d433?from=usersite","removePodbeanBranding":"no","brandingLogo":null,"timeZone":{"timeZoneId":5,"gmtAdjustment":"GMT-08:00","useDaylightTime":1,"value":-8,"text":"(GMT-08:00) Pacific Time (US & Canada)","daylightStartTime":"Second Sunday Of March +2 Hours","daylightEndTime":"First Sunday Of November +2 Hours","timezone":"America/Los_Angeles"},"podcastDownloads":null,"totalEpisodes":2,"showComments":true,"iOSAppDownloadLink":null,"customizeCssUrl":null,"androidAppDownloadLink":null,"showPostShare":true,"showLike":true,"author":"Knightsbridge","enableEngagementStats":true,"shareEmbedLink":"https://admin5.podbean.com/embed.html?id=pbblog-pe8nu-153d433-playlist","language":"en","sensitivitySessionExpireTime":3600,"podcastApps":[{"name":"Apple Podcasts","link":"https://podcasts.apple.com/us/podcast/knightsbridge-insights/id1895035292","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/apple-podcast.png","title":null},{"name":"Podbean App","link":"https://www.podbean.com/pw/pbblog-pe8nu-153d433?from=usersite","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/podbean-app.png","title":null},{"name":"Spotify","link":"https://open.spotify.com/show/6xgQnBoFvmbggaOyrRqSa4","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/spotify.png","title":null},{"name":"Amazon Music","link":"https://music.amazon.com/podcasts/9b9ed219-7195-48ef-aa24-36014f44c172","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/AmazonMusic.png","title":null},{"name":"iHeartRadio","link":"https://iheart.com/podcast/331049974","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/iHeartRadio.png","title":null},{"name":"Podchaser","link":"https://www.podchaser.com/podcasts/knightsbridge-insights-6454645","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/Podchaser.webp","title":null}],"components":{"base":[{"id":"MainStyle","val":"light"},{"id":"Font","val":"Geometric Humanist"},{"id":"SecondaryFont","val":"Geometric Humanist"},{"id":"PlayerColor","val":"#428200"},{"id":"PlayerStyle","val":"player1"},{"id":"PlayerWave","val":"show"},{"id":"Favicon","val":null},{"id":"CookiesNotice","val":"hide"},{"id":"CookiesNoticeContent","val":"

Cookies Notice

This website uses cookies to improve your experience while you navigate through the website. By using our website you agree to our use of cookies.

"},{"id":"EpisodePageListenOn","val":"hide"},{"id":"EpisodePageCustomizeComponent","val":"hide"}],"home-header":[{"id":"HomeHeaderTextColor","val":"#000000"},{"id":"HomeHeaderBackgroundColor","val":"#ffffff"}],"page-header":[{"id":"PageHeaderTextColor","val":"#ffffff"},{"id":"PageHeaderBackgroundColor","val":"#868686"}],"episode-list":[{"id":"EpisodesPerPage","val":10},{"id":"EpisodeStats","val":"show"}],"navigation":[{"id":"NavigationFontColor","val":"#000000"},{"id":"NavigationBackgroundColor","val":"#e9e9e9"},{"id":"NavigationSearch","val":"show"},{"id":"NavigationLinks","val":[{"id":"Home","type":"Link","value":"/","text":"Home","subitems":[]},{"id":"Subscribe","type":"Link","value":"https://www.podbean.com/site/podcatcher/index/blog/yg3G91tg1uYv","text":"Subscribe","subitems":[]},{"id":"Profile","type":"Link","value":"https://www.podbean.com/user-rmPgn8UvRuqN","text":"Profile","subitems":[]}]}],"footer":[{"id":"FooterType","val":"Footer2"},{"id":"FooterFontColor","val":"#ffffff"},{"id":"FooterBackgroundColor","val":"#000000"},{"id":"FooterCopyright","val":"Copyright 2026 All rights reserved."},{"id":"SocialMediaLinks","val":{"facebook_username":"","twitter_username":"","instagram_username":"","youtube_username":"","linkedin_username":""}}],"customize-container1":[],"customize-container2":[],"customize-container":[{"id":"EpisodeListType","val":"grid"}]},"allLinks":[],"mainStylesDefaultSettings":null,"defaultCustomizeComponents":null,"scripts":[],"metas":null,"appConfig":{"package":"com.podbean.app.podcast","app_store_id":973361050,"app_name":"Podbean","scheme":"podbean"},"customizeCss":null,"canEditCss":null,"enableJsCodeInCustomizeContent":false,"enabledIframeCodeInCustomizeContent":true,"sectionMaxCount":10,"enableEditorLink":true,"enableEditCookiesNotice":true,"siteRedirectToFeed":false,"podcatcherRssUrl":null,"showFeed":true,"showTopBar":false,"enableWebSiteLike":true,"organizationName":null,"organizationPageLink":null,"subscribeLink":"https://www.podbean.com/site/podcatcher/index/blog/yg3G91tg1uYv","isPrivateChannel":false},"backToListUrl":"/","tinymceLoaded":false,"listEpisodes":[],"userLikedEpisodes":[],"userLikeCheckedEpisodes":[],"topBarIframeLoaded":false,"listTotalCount":0,"listTotalPage":0,"listPage":0,"listType":"all","listValue":"","listName":"","pageLoading":false,"apiBaseUrl":"https://knightsb.podbean.com","apiV2BaseUrl":"","apiCommonParams":{"t":"6a6922c9","clientSignature":"4caccfe0d2ae846ea459931c364972cd","u":null,"customizing":null},"apiCommonHeaders":{},"comments":[],"commentsTotalCount":0,"commentsTotalPage":0,"commentsPage":1,"commentEpisodeId":"pb28374825-kbn7h","episode":{"id":"pb28374825","idTag":"kbn7h","title":"Summer 2026 Quarterly Commentary","logo":"https://pbcdn1.podbean.com/imglogo/image-logo/22271027/2048x2048_logobb37g_300x300.png","shareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/22271027/2048x2048_logobb37g_1200x628.jpg?s=d81fe914b2523a5fb2c8626896e03767&e=png","largeLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/22271027/2048x2048_logobb37g.png","previewContent":null,"content":"

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

","publishTimestamp":1783982271,"duration":724,"mediaUrl":"https://mcdn.podbean.com/mf/web/qjie5ztxx8gjdzkn/Knightsbridge_2026_Summer_Quarterly_Commentary_Audio74wom.mp3","mediaType":"audio/mpeg","shareLink":"https://admin5.podbean.com/embed.html?id=pb-kbn7h-1b0f729","likedCount":0,"deepLink":"https://www.podbean.com/ew/pb-kbn7h-1b0f729","transcriptUrl":null,"permalink":"/e/summer-2026-quarterly-commentary/","downloadLink":"https://www.podbean.com/media/share/pb-kbn7h-1b0f729?download=1","fallbackResource":null,"fallbackResourceMimetype":null,"downloadCount":43,"status":"publish","hasMoreContent":false,"chaptersUrl":null,"explicit":false},"episodeShareLink":null,"deepLink":"https://www.podbean.com/ew/pb-kbn7h-1b0f729","playlist":{"episodes":[],"current":0,"start":0,"stop":0,"playing":true,"playerLoading":true,"playbackRate":1,"playbackRateIndex":1,"volume":1},"toasts":[],"confirm":null,"customizeEditorFormZIndex":999,"lastRequestTime":null,"validateChangesOnBeforeunload":true,"windowWidth":1000,"previewDevice":"desktop","VITE_FS1_CDN_URL_PREFIX":"https://pbcdn1.podbean.com/fs1","reloadStats":false,"userIdEncrypted":null,"userProfilePicture":null,"username":null,"isVerified":false,"loadUserInfo":false,"loginUrl":"https://www.podbean.com/site/user/login?return=https%253A%252F%252Fknightsb.podbean.com%252Fe%252Fsummer-2026-quarterly-commentary%252F&rts=d488e7b803987186df81ac699e3ff9cb17117b01","recaptchaV3Loaded":false,"recaptchaV2Loaded":false,"likesLoaded":false,"commentLikeMap":{},"commentOffset":0,"widgetCommentsLoaded":false},"episode":{"id":"pb28374825","idTag":"kbn7h","title":"Summer 2026 Quarterly Commentary","logo":"https://pbcdn1.podbean.com/imglogo/image-logo/22271027/2048x2048_logobb37g_300x300.png","shareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/22271027/2048x2048_logobb37g_1200x628.jpg?s=d81fe914b2523a5fb2c8626896e03767&e=png","largeLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/22271027/2048x2048_logobb37g.png","previewContent":null,"content":"

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