Kevin Gordon
Head of Macro Research and Strategy at the Schwab Center for Financial Research providing macroeconomic and labor-market analysis for investors.
Best podcasts with Kevin Gordon
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Nov 6, 2025 • 39min
Schwab Agrees to Buy Private Share Platform for $660 Million
Rick Wurster, President & CEO of Charles Schwab, discusses Schwab's strategic acquisition of Forge Global, aimed at enhancing client access to private markets. Kevin Gordon analyzes the implications of a potential US government shutdown on labor markets and investor sentiment. Kayla Culver emphasizes the importance of regulatory compliance for advisors in an evolving landscape. Mike Townsend explores how Washington politics influence market dynamics and the need for investors to differentiate between emotional responses and factual risks.
Dec 12, 2025 • 1h 1min
2026 Market Outlook: U.S. Economy, Equities & Fixed Income
In this insightful conversation, Kevin Gordon, Head of Macro Research at Charles Schwab, discusses the shifting dynamics of the U.S. economy and the rising concerns of a K-shaped recovery. He explores the implications of inflation trends, labor market challenges, and the impact of AI on capital expenditures. Collin Martin, a fixed income strategist, delves into corporate credit quality and recommends investment-grade bonds. Meanwhile, Cooper Howard highlights the resilience of municipal bonds, emphasizing their strong ratings and tax-equivalent advantages.
