The Smith Colangelo & Vassar Group - Baird Private Wealth Management

10/23/2026

Baird Strategas Chief Investment Strategist Jason Trennert talks through what the recent rise in interest rates means for investors, whether a bull market top looms, and how to position portfolios in a concentrated market.

Baird Strategas Chief Investment Strategist Jason Trennert talks th...

10/16/2026

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through all the recent action in the bond market – from the move in Treasury yields to the widening of credit spreads – and breaks down what it means.

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks ...

10/02/2026

Baird Strategas Chief Economist Don Rissmiller talks through his view of how higher oil and yields will impact the economy, how he sees this rate hiking cycle playing out, and whether productivity growth can help with the budget deficit.

Baird Strategas Chief Economist Don Rissmiller talks through his vi...

09/25/2026

Baird Strategas Washington Research Analyst Jeannette Lowe talks through the typical stock market pattern in and around midterm elections before diving into the data center buildout that has become the key debate of the election season.

Baird Strategas Washington Research Analyst Jeannette Lowe talks th...

09/18/2026

Baird Strategas Head of Portfolio Strategy Nicholas Bohnsack talks about the Fed’s decision to raise interest rates (for the first time since 2023) and where he sees opportunities in today’s supply-constrained environment.

Baird Strategas Head of Portfolio Strategy Nicholas Bohnsack talks ...

09/11/2026

Baird Strategas Chief Investment Strategist Jason Trennert talks through market implications of potential rate hikes, the firm’s earnings outlook for 2027, and an update to the bull market top checklist.

Baird Strategas Chief Investment Strategist Jason Trennert talks th...

08/28/2026

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through the recent rise in bond yields – what the key drivers are, how the Federal Reserve and Treasury Department are impacted, and what to expect from here.

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks ...

08/26/2026

Waiting can be the hardest part of investing. Mike Antonelli explains why it's also the most important behavior to master.