Megan Horneman
Chief Investment Officer at Verdence Capital Advisors, interviewed about market valuations, AI-driven momentum, and portfolio allocation advice.
Top 3 podcasts with Megan Horneman
Ranked by the Snipd community
51 snips
Jun 19, 2025 • 55min
Recession Indicators Are Breaking. Inflation Isn’t | Megan Horneman on What Comes Next
Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, dives into her 'Year of Fragile Optimism' thesis, highlighting the risks of hidden inflation and consumer debt. She discusses why the strength in consumer spending might be misleading and critiques traditional recession indicators that are breaking down. Megan emphasizes the potential of small/mid-caps and international stocks, the importance of active management, and offers insights into the risks and opportunities in the current fixed income landscape. Her macro perspective is invaluable for navigating today’s markets.
9 snips
Nov 3, 2025 • 35min
Palantir Reports Record Quarterly Revenue, Hikes Forecasts
Max Chafkin, a senior reporter at Bloomberg Businessweek, dives into Palantir's remarkable earnings and its role in the AI landscape. Megan Horneman, Chief Investment Officer at Verdence Capital Advisors, analyzes AI-driven market trends and offers keen portfolio strategies amid rising valuations. Adam Goldstein, CEO of Archer Aviation, shares insights on the commercialization of eVTOL technology, upcoming launches, and operational challenges. Together, they unpack the intersections of technology, finance, and innovation shaping the future.
Oct 3, 2023 • 31min
Stocks, Markets, and the Bond Market
Portfolio strategist David Dietze shares stock picks, Megan Horneman discusses market investing, Josh Joseph talks about the cannabis industry's outlook, and Natalie Trevithick analyzes bond market moves amid inflation data and the recent jobs report.
