In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Katie Stockton, CMT, Founder and Managing Partner of Fairlead Strategies, to pull back the curtain on the technical signals driving today's markets. As the market navigates a more volatile 2026, Katie explains how technical analysis provides an objective framework for interpreting price action, sentiment, and the significant sector rotations currently underway.

Katie breaks down why the energy sector is seeing a massive breakout while traditional tech leaders are struggling. She also shares her "go-to" toolkit for navigating a corrective tape, including how indicators like the VIX and key support levels help professional investors stay on the right side of a trend. From the breakout in energy to the shifting momentum in mega-cap tech, this conversation is a deep dive into the mechanics of market transitions.

The episode explores:

1. The Dynamics of Sector Rotation: Interpreting the wide performance spread between energy’s long-term breakouts and the recent underperformance in technology.
2. Sentiment as a Contrarian Gauge: How to utilize transactional indicators like the VIX and the Fear & Greed Index to identify market extremes.
3. The Art of Support Discovery: How to recognize potential areas of buying pressure and the technical signals that suggest a corrective phase is maturing.
4. Trend Following vs. Predictive Analysis: Why technical analysis focuses on maintaining alignment with existing trends rather than setting rigid price targets.
5. Intermarket Relationships: Understanding how high-risk asset classes can serve as informational signals for broader equity market posturing.

Whether you are managing risk or looking for the next intermediate-term catalyst, this conversation offers actionable insights into keeping the trends on your side.

In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Kimberly Flynn, CFA - founder and president of XA Investments - to discuss the rapidly changing landscape of alternative investments. Following a period of disappointing returns for traditional asset classes, institutional and retail investors alike are seeking diversification and yield in the private markets.

Key topics covered include:

1. The Rise of Private Credit: How the disintermediation of banks has created a gap for direct lending and private credit to fill.
2. Emerging Opportunities for 2026: Why asset-backed lending, real estate debt, and infrastructure debt are becoming essential for income-oriented investors and retirees.
3. Breaking the 60/40 Mold: The catalyst behind the 20–25% growth in the interval fund market and the push to include alternatives in 401(k) plans.
4. The "Tangibility" Factor: Why wealth managers are turning to real assets like data facilities and infrastructure to help educate first-time alternative investors.

Whether you’re an institutional investor, advisor, or finance professional, this episode provides a forward-looking perspective on how private markets could transform portfolio construction in the years ahead.

Companies mentioned in this episode:

1. XA Investments
2. CFA Society San Francisco

In this episode of Financial Perspectives, host Tanya Suba-Tang sits down with Benjamin Armellini - Managing Partner at Main Street Research - for a candid look at the forces shaping today’s markets. Together, they unpack an economy landscape defined by volatile trade policy, uneven sector performance, and a labor market that looks very different depending on where you stand.

Benjamin offers a global perspective on earnings growth, highlights where investors may be overlooking meaningful opportunities outside the U.S., and explains why AI-driven sectors have widened the gap between headline indexes and the rest of the market. They also explore the disconnect between lagging economic data and real-time market behavior, the implications of shifting capital expenditure trends, and what a “Goldilocks environment” really means for long-term investors.

The conversation closes with grounded, practical guidance—why market timing continues to fail investors, how to define success beyond benchmarks, and why having a clear plan matters more than ever in a noisy, fast-moving economy.

Listeners will also hear practical guidance on why market timing continues to fail investors, how to define success beyond benchmarks, and why having a clear plan matters more than ever in an erratic economy.

Tune in for an insightful conversation that moves beyond the noise to provide actionable strategies for navigating today's complex global economy, managing risk, and making sound decisions in a period of economic uncertainty.