The SIFMA Podcast

In episode 07 of Market Snapshot , SIFMA President and CEO Kenneth E. Bentsen, Jr. and Director of Research Heidi Learner recap October's market developments before turning to a replay of the economic outlook panel from SIFMA's Annual Meeting. Moderated by CNBC's Steve Liesman, the discussion features Scott Anderson of BMO and Mark Zandi of Moody's Analytics exploring economic...

In the inaugural episode of SIFMA's new six-part podcast series, The Resilient Markets Series , host Todd Klessman is joined by Debbie Guild of PNC Financial Services Group and Brian Peretti of Everstream Advisors to discuss the evolving operational resilience landscape and strategies for strengthening market-wide preparedness. The conversation explores lessons from industry exercises and tes...

In episode 6 of the Market Snapshot , SIFMA President and CEO Kenneth E. Bentsen, Jr. and Director of Research Heidi Learner are joined by Tom Simons, Chief U.S. Economist at Jefferies, to discuss the outlook for Federal Reserve policy, evolving labor market dynamics, AI investment and productivity, and what these trends could mean for interest rates, economic growth and capital markets.

In Episode 05 of Market Snapshot , SIFMA President and CEO Kenneth E. Bentsen, Jr. and Director of Research Heidi Learner are joined by Mona Mahajan, Principal and Head of Investment Strategy and Asset Allocation at Edward Jones. They discuss the outlook for Federal Reserve policy, rising Treasury yields, AI investment and corporate issuance, equity market opportunities, and the key risks investor...

In Episode 04 of Market Snapshot , SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner recap recent market developments before turning to a replay of SIFMA’s mid-year Economist Council briefing. Featuring Scott Anderson, Chief U.S. Economist and Managing Director at BMO and Co-Chair of the SIFMA Economist Council, the briefing explores economic growth, AI investment,...

In this episode of The SIFMA Podcast, SIFMA President and CEO Kenneth E. Bentsen Jr. is joined by Peter Ryan, Charles DeSimone, and Micah Smith to discuss the regulatory questions shaping the next phase of tokenized securities markets. 

In Episode 03 of Market Snapshot , SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner are joined by Tom Porcelli, Chief Economist at Wells Fargo, to discuss the latest forces shaping markets. Against the backdrop of a surprise CPI release and Fed Chair Kevin Warsh’s first congressional testimony, the conversation explores the underlying strength of the labor market,...

In this episode of The SIFMA Podcast , host Steve Byron is joined by Shawn Quant, Chief Information & Operations Officer at Piper Sandler and Chair of SIFMA’s Operations & Technology Board Subcommittee, and Deb Guarino, Managing Director at BNY Pershing and Chair of the SIFMA Operations & Technology Committee. Recorded following the 2026 SIFMA Operations Conference & Exhibition, th...

In Episode 02 of Market Snapshot , SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner are joined by Marc Giannoni, Chief U.S. Economist at Barclays, to discuss the evolving U.S. economic outlook.   The conversation explores the resilience of consumer spending, the outlook for growth and the labor market, persistent inflation pressures, and the Federal Reserve’s poli...

In this episode of The SIFMA Podcast , Saima Ahmed introduces two conversations from the 2026 SIFMA C&L Annual Seminar featuring SEC Chairman Paul Atkins with SIFMA President and CEO Ken Bentsen, and SEC Commissioner Hester Peirce with Morgan Stanley’s Eric Grossman. Together, the discussions examine regulatory clarity, modernization of legacy frameworks, SEC–CFTC coordination, digital assets,...

In this episode of the SIFMA Podcast, Ken Bentsen speaks with SIFMA’s Peter Ryan about the rapid evolution of digital assets, tokenized markets, and stablecoins. They discuss how regulatory clarity, institutional adoption, and emerging market infrastructure are accelerating the integration of tokenization across the capital markets ecosystem. 

A monthly podcast examining the forces shaping markets and the broader economy. In the inaugural episode, SIFMA President and CEO Kenneth E. Bentsen, Jr. and Head of Research Heidi Learner are joined by Matthew Luzzetti, Chief U.S. Economist and Head of U.S. Economic Research at Deutsche Bank, to discuss the evolving macroeconomic backdrop, including inflation risks, oil prices, higher interest ra...

In this episode of The SIFMA Podcast , Steve Byron speaks with Charles DeSimone, Ray Agoglia, and Elaine Li about the U.S. Treasury and Repo Clearing Done-Away Model Design Considerations report, published with EY in December 2025. 

In this episode of the SIFMA podcast, Steve Byron, Managing Director, Head of Technology, Operations, and BCP, is joined by Todd Klesman, Managing Director, Financial Services, Cyber, and Technology, and Andy Retrum of Protiviti to discuss the Quantum Dawn VIII After Action Report . Their conversation explores key findings from the November 2025 exercise, including lessons from a polycrisis scenar...

In this episode of The SIFMA Podcast , Heidi Learner , Managing Director and Director of Research at SIFMA, speaks with Andrew Guillette , Vice President at Broadridge, about insights from Broadridge’s Investor Pulse — a data-driven resource built on real investor holdings and activity rather than surveys or sentiment. 

In this episode of The SIFMA Podcast , SIFMA President and CEO Kenneth E. Bentsen, Jr. reflects on the recent Member Briefing where he was joined by Scott Anderson, Ph. D. , Chief US Economist and Managing Director at BMO and Co-Chair of the SIFMA Economist Roundtable, and Heidi Learner , Managing Director, Director of Research at SIFMA. Together, they unpack key takeaways from SIFMA’s 2025 End-Ye...

In this episode of the SIFMA Podcast, Kenneth E. Bentsen Jr. , President and CEO of SIFMA, joins Charles DeSimone and Peter Ryan to discuss the critical importance of investor protections in markets for tokenized securities. 

In this episode of The SIFMA Podcast,  we feature a replay of the remarks made from SEC Commissioner Mark T. Uyeda. 

In this episode of The SIFMA Podcast,  we share a replay from SIFMA’s Private Markets Valuation Roundtable. Panelists explore valuation principles, the guardrails already in place, and common misconceptions about valuing private assets — and discuss how greater transparency around valuation practices can help build confidence and address these misconceptions. 

In this episode of The SIFMA Podcast, we share a replay from SIFMA’s Private Markets Valuation Roundtable. Panelists explore how private assets are allocated and evaluated in retirement and professionally managed accounts, the challenges of valuing private vs. public assets, and best practices for fiduciaries navigating these investments. 

In this new episode of The SIFMA Podcast,  SIFMA COO Joe Seidel is joined by Lindsey Keljo, Head of SIFMA AMG, and Lisa Bleier, Head of Wealth Management, Retirement, and State Government Relations, to share key takeaways from the Private Markets Valuation Roundtable, including: Why private and public markets work best together How valuation practices are evolving What private markets could mean f...

In this episode of The SIFMA Podcast , SIFMA President and CEO Kenneth E. Bentsen, Jr. reflects on the recent Member Briefing where he was joined by Scott Anderson, Ph. D. , Chief US Economist and Managing Director at BMO and Co-Chair of the SIFMA Economist Roundtable. Together, they unpack key takeaways from SIFMA’s 2025 Mid-Year Economic Survey, conducted following the June FOMC meeting. 

In this episode of The SIFMA Podcast, SIFMA's President and CEO speaks with Lisa Bleier, Head of Wealth Management, Retirement, and State Government Relations at SIFMA, and Jennifer Spoeri, Executive Director of NAPSA. Together, they unpack key takeaways from the recent World Elder Abuse Awareness Day webinar and discuss the broader efforts by both organizations to protect senior investors fr...

In this episode of The SIFMA Podcast , SIFMA President and CEO Kenneth E. Bentsen, Jr., is joined by colleague Joe Corcoran, Managing Director and Associate General Counsel, to discuss SIFMA’s recommendations to the Securities and Exchange Commission on how to reform the Consolidated Audit Trail, or the CAT. Together, they discuss: Background on CAT Why CAT is back in the Spotlight SIFMA’s key rec...