The Hamilton Group - Baird Private Wealth Management

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...

09/11/2026

On Patriot Day, we remember those whose lives were lost and honor the heroes who responded with extraordinary courage. We will never forget the strength, resilience, and unity that emerged in the face of tragedy.

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 ...

08/24/2026

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

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...

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...

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...

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...