The Kraft Roethler Group - Baird Private Wealth Management

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Securities and Investment advisory services are offered by Robert W. Incorporated, a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Please visit my Baird website or rwbaird.com for additional disclosures.

Baird Strategas Chief Investment Strategist Jason Trennert talks through market implications of potential rate hikes, th...
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...

Baird Strategas Head of Fixed Income Research Tom Tzitzouris talks through the recent rise in bond yields – what the key...
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 ...

Washington Research Analyst Jeannette Lowe talks through the recent backup in bond yields and the Treasury’s response be...
08/21/2026

Washington Research Analyst Jeannette Lowe talks through the recent backup in bond yields and the Treasury’s response before getting into the political ramifications of the data center buildout in a midterm election year.

Washington Research Analyst Jeannette Lowe talks through the recent...

Investment Strategist Ryan Grabinski looks at what the boom in corporate earnings means for U.S. stock market valuations...
08/14/2026

Investment Strategist Ryan Grabinski looks at what the boom in corporate earnings means for U.S. stock market valuations before talking through the broader backdrop for this bull market.

Investment Strategist Ryan Grabinski looks at what the boom in corp...

Chief Economist Don Rissmiller talks through recent Federal Reserve activity and his decision to add a rate hike to the ...
08/07/2026

Chief Economist Don Rissmiller talks through recent Federal Reserve activity and his decision to add a rate hike to the Baird Strategas 2026 forecast. Don then tells us about the potential for a productivity boom and the headwinds that face housing.

Chief Economist Don Rissmiller talks through recent Federal Reserve...

Strategas Chief Market Strategist Chris Verrone talks through today’s rotational stock market, compares the action to th...
07/31/2026

Strategas Chief Market Strategist Chris Verrone talks through today’s rotational stock market, compares the action to the 1999-2000 bubble, and breaks down what’s going on with Gold’s underperformance year-to-date.

Strategas Chief Market Strategist Chris Verrone talks through today...

Chief Investment Strategist Jason Trennert shares what he’s watching through the Q2 earnings season, whether the market’...
07/17/2026

Chief Investment Strategist Jason Trennert shares what he’s watching through the Q2 earnings season, whether the market’s expectations for the Fed are too hawkish, and where he’d diversify Tech exposure right now.

Chief Investment Strategist Jason Trennert shares what he’s watchin...

Baird Strategas Chief ETF Strategist Todd Sohn walks through the impact that the rapidly growing leveraged ETF space is ...
07/10/2026

Baird Strategas Chief ETF Strategist Todd Sohn walks through the impact that the rapidly growing leveraged ETF space is having on broader market structure before detailing a few non-tech areas of the market that look attractive.

Baird Strategas Chief ETF Strategist Todd Sohn walks through the im...

Washington Research Analyst Courtney Gelman talks through expectations for the Fed under a new chairman, how states are ...
06/26/2026

Washington Research Analyst Courtney Gelman talks through expectations for the Fed under a new chairman, how states are reacting to data center pushback, and the bipartisan housing bill on the president’s desk.

Washington Research Analyst Courtney Gelman talks through expectati...

Strategas Chief Market Strategist Chris Verrone breaks down what the market’s momentum off the March low means for futur...
06/12/2026

Strategas Chief Market Strategist Chris Verrone breaks down what the market’s momentum off the March low means for future returns, discusses the middling breadth of the market, and talks through Financials as a key sector to watch in 2H26.

Strategas Chief Market Strategist Chris Verrone breaks down what th...

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