Robert Teter
Chief Investment Strategist at Silvercrest Asset Management specializing in sector rotation, portfolio strategy, and asset allocation views.
Best podcasts with Robert Teter
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11 snips
Feb 13, 2026 • 48min
June Back in Play for First 2026 Fed Cut After CPI
Robert Teeter, Chief Investment Strategist at Silvercrest, on sector rotation and shifting valuation opportunities. Jim Caron, CIO at Morgan Stanley IM, on market dispersion, Fed cut odds and yield outlooks. They discuss CPI drivers, rotation from mega-cap winners to AI users, and why fixed income looks more attractive. Short, punchy market themes and positioning take center stage.
Dec 24, 2025 • 30min
Santa Rally Optimism Grows as Stocks Hold Near Record High
Robert Teter, Chief Investment Strategist at Silvercrest Asset Management, discusses the intriguing disconnect between robust GDP growth and a softening labor market, while forecasting a promising outlook for earnings in 2026 driven by AI. Peter Cheer, Head of Macro Strategy at Academy Securities, analyzes macroeconomic conditions and highlights emerging investment opportunities tied to national security. Both guests emphasize the evolving landscape of consumer spending, particularly the shift towards wellness and experiential purchases.
