Markets have always lived with uncertainty—but today, it feels fundamentally different. Hosts Matt and Taryn sit down with Marc Zabicki, Chief Investment Officer and Head of LPL Research, to unpack what happens when policy—not fundamentals—becomes the dominant force shaping markets. From tariffs to the conflict in Iran, oil price shocks, and the rise of what Marc calls the “policy engine,” this conversation explores why headlines now move markets faster than data. The trio dive into whether tariffs still matter, how AI-driven productivity could offset inflation, and what prolonged geopolitical risk means for growth, earnings, and investor behavior. Plus, timely, practical advice for advisors and investors: how to stay disciplined, communicate effectively, and manage risk in a world where clarity can disappear overnight.
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