The Wealth Enterprise Briefing
Episodes
What Does the Conflict With Iran Mean for Global Markets?
10 Mar 2026
Contributed by Lukas
Geopolitical events can move markets quickly, and the conflict with Iran is no exception. Within a single week, oil prices rose roughly 50%, the U.S. ...
Where Are the Real Estate Opportunities in 2026?
26 Feb 2026
Contributed by Lukas
Commercial real estate has had a tough stretch. As interest rates rose quickly starting in 2022, transactions slowed, pricing became harder to pin dow...
What Risks Matter Most for Fixed Income if Rates Move Higher in 2026?
12 Feb 2026
Contributed by Lukas
Entering 2026, the market is bracing for a shift. While the consensus expects inflation to cool, the fundamentals suggest a different path: inflationa...
Where Are the Private Market Opportunities in 2026?
29 Jan 2026
Contributed by Lukas
Private market investors have been feeling the effects of slower exits and fewer distribution events, particularly in venture. That strain has made it...
How Should Investors Separate Fundamentals From Sentiment in 2026?
15 Jan 2026
Contributed by Lukas
As 2026 begins, families are weighing two forces at the same time. The economic data still looks constructive, while headlines and geopolitical uncert...
Considering AI's Long-Term Influence on Markets and Portfolios
18 Dec 2025
Contributed by Lukas
Questions about a possible market bubble have resurfaced this year, driven by rapid gains in AI-related companies and concerns about whether valuation...
Putting AI-Driven Valuations in Context and What Investors Should Know
18 Dec 2025
Contributed by Lukas
Questions about a possible market bubble have resurfaced this year, driven by rapid gains in AI-related companies and concerns about whether valuation...
Understanding the Forces Behind Interest Rate Volatility
25 Nov 2025
Contributed by Lukas
Bond markets have moved through several phases this year: early optimism, tariff-driven concern, rate cuts from the Federal Reserve and now a renewed ...
How Diligence and Discipline Shape Outcomes in Private Credit
13 Nov 2025
Contributed by Lukas
Private credit continues to attract attention as investors look for yield in a shifting rate environment. But behind the strong inflows, recent bankru...
Inside the 2025 Allocation Outlook and Positioning for What's Next
30 Oct 2025
Contributed by Lukas
Following a series of investment committee meetings, WE Family Offices shares its latest perspectives on asset allocation and how investors might thin...
Rate Cuts, Resilient Growth and Rising Valuations: A Look Ahead to 2026
16 Oct 2025
Contributed by Lukas
The Federal Reserve's decision to lower rates has set a new tone for the capital markets, influencing everything from liquidity and valuations to the ...
The Fed's Rate Cut: Implications for Portfolios and Markets
02 Oct 2025
Contributed by Lukas
The Federal Reserve lowered rates, raising important questions about the balance between inflation risks and continued economic growth.In this episode...
Strategic Choices in Fixed Income for Long-Term Investors
18 Sep 2025
Contributed by Lukas
After several years of unusually high returns in money markets and short-term instruments, the environment for fixed income is shifting. In this episo...
The Private Credit Surge: What Investors Can’t Afford to Miss
04 Sep 2025
Contributed by Lukas
Private credit has experienced explosive growth in recent years, attracting significant attention from investors and financial professionals alike. Bu...
Strong Markets, Weak Data: What Families Should Pay Attention to Now
21 Aug 2025
Contributed by Lukas
Economic headlines have been mixed all year, but recently, the tone of the data has shifted.In this episode of The Wealth Enterprise Briefing, Michael...
Understanding Today’s Secondary Market: 2025 Trends & Opportunities
07 Aug 2025
Contributed by Lukas
After several years of growing attention, the secondary private equity market is in a new phase, one defined less by dislocation and more by competiti...
Mid-Year Review: Staying Disciplined Amid Mixed Signals
24 Jul 2025
Contributed by Lukas
In this mid-year edition of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices revisit the macro themes shaping 2025 a...
Private Investing in 2025: Vintage Timing, Real Returns
02 Jul 2025
Contributed by Lukas
Private markets are facing headwinds, from reduced liquidity to fewer distributions, and many investors are wondering whether these assets still belon...
Signals in Conflict: What to Make of Mixed Economic Data
18 Jun 2025
Contributed by Lukas
In this episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices unpack the widening disconnect between what stoc...
Private Liquidity, Public Assumptions: Rethinking Perpetual Vehicles
05 Jun 2025
Contributed by Lukas
Perpetual private equity vehicles are gaining traction, but what exactly are investors signing up for?In this episode of The Wealth Enterprise Briefin...
Market Update: Temporary Relief, Lingering Risks and What Investors Should Watch Now
22 May 2025
Contributed by Lukas
In this flash episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner, managing partner, and Sam Sudame, senior investment manage...
Why Long-Term Commitments Still Matter in Private Markets
15 May 2025
Contributed by Lukas
What happens when private market investments fall short of expectations and how should investors respond?In this episode of The Wealth Enterprise Brie...
U.S. Market Volatility and Global Opportunities
01 May 2025
Contributed by Lukas
In a rare market pattern, stocks, bonds and the dollar have all moved lower together, signaling deeper concerns about confidence in U.S. economic lead...
Infrastructure Investing in 2025: Opportunities, Risks and Strategy
17 Apr 2025
Contributed by Lukas
Infrastructure is attracting renewed interest as shifts in technology, government policy and inflation expectations reshape the opportunity set.Michae...
Market Update: Tariffs Spark Volatility – How to Approach the Road Ahead
07 Apr 2025
Contributed by Lukas
In this flash episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner, managing partner, and Sam Sudame, senior investment manage...
Private Market Perspectives: Staying Strategic in a Shifting Environment
04 Apr 2025
Contributed by Lukas
How should investors think about private market commitments amid persistent inflation, policy uncertainty and a “higher for longer” interest rate ...
The 10-Year Yield: A Guide to Economic Growth, Inflation and Market Signals
20 Mar 2025
Contributed by Lukas
How can investors interpret public bond market signals to understand economic growth, inflation and market conditions?In the latest episode of The Wea...
Market Update: Tariffs, Market Volatility and Investor Strategy
06 Mar 2025
Contributed by Lukas
In this flash episode of The Wealth Enterprise Briefing, WE Family Office's Michael Zeuner, managing partner, and Sam Sudame, senior investment manage...
Capital Market Assumptions and Portfolio Strategy: Key 2025 Takeaways
20 Feb 2025
Contributed by Lukas
How should investors adjust their expectations as market conditions evolve?In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing...
Building Stability in an Uncertain Market
06 Feb 2025
Contributed by Lukas
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner, and Matt Farrell, Deputy CIO of WE Family Offices, address ...
A Closer Look at Term Premiums and Their Impact on Capital Markets
23 Jan 2025
Contributed by Lukas
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices discuss recent changes in interest rates a...
2025 Investment Outlook Part II: Real Assets and International Risks
16 Jan 2025
Contributed by Lukas
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices explore how political instability and new ...
2025 Investment Outlook: Preparing for Reflationary Changes
09 Jan 2025
Contributed by Lukas
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices discuss how the shift from 2024's Goldiloc...
2024 in Review: Key Lessons for Portfolio Management in 2025
19 Dec 2024
Contributed by Lukas
Michael Zeuner and Sam Sudame of WE Family Offices discuss 2024's economic developments and share their 2025 outlook on portfolio strategies and marke...
A Positive Start to a New Economic Cycle: Exploring Broader Market Opportunities
05 Dec 2024
Contributed by Lukas
In the latest episode of The Wealth Enterprise Briefing, WE Family Offices' Michael Zeuner and Sam Sudame examine the U.S. economy’s strong fundamen...
Outlook on U.S. Economic Strength and Emerging Risks
21 Nov 2024
Contributed by Lukas
In the latest episode of The Wealth Enterprise Briefing, WE Family Offices’ Michael Zeuner and Sam Sudame discuss insights from WE’s newly release...
Evaluating Investment Managers During Downturns
07 Nov 2024
Contributed by Lukas
In the most recent episode of The Wealth Enterprise Briefing, WE Family Offices’ Michael Zeuner and Matt Farrell explored the process of evaluating ...
How a Steeper Yield Curve Affects Equity Markets
24 Oct 2024
Contributed by Lukas
As interest rates potentially come down, driven by the Federal Reserve, the landscape for investors is shifting. In this episode of The Wealth Enterpr...
Unlocking Fixed Income Strategy in a Changing Yield Curve
10 Oct 2024
Contributed by Lukas
For the past few years, short-term bonds and money market instruments have offered investors attractive returns, typically without requiring substanti...
Decoding the Federal Reserve’s Rate Cut
26 Sep 2024
Contributed by Lukas
In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, and Sam Sudame, senior investment manager, d...
Beyond Surface Metrics of Private Market Investments: A Conversation with Michael Zeuner & Matt Farrell
19 Sep 2024
Contributed by Lukas
In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Matt Farrell, senior investment...
The Critical Role of Interest Rates in Market Valuations: A Conversation with Michael Zeuner & Sam Sudame
05 Sep 2024
Contributed by Lukas
In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, and Sam Sudame, senior investment manager, e...
Understanding the Corporate Transparency Act: A Conversation with Michael Zeuner & Joseph Kellogg
22 Aug 2024
Contributed by Lukas
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner, Managing Partner at WE Family Offices, discusses with Joseph Kellogg, Partner...
Market Update: Understanding the Latest Market Volatility
15 Aug 2024
Contributed by Lukas
In this flash episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, and Sam Sudame, senior investment mana...
Navigating Economic Transitions with Steady Market Positioning
08 Aug 2024
Contributed by Lukas
In the latest episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Sam Sudame, global head o...
The Changing Terrain of Private Markets
25 Jul 2024
Contributed by Lukas
In this episode of The Wealth Enterprise Briefing, Michael Zeuner, managing partner at WE Family Offices, is joined by Matt Farrell, head of investmen...
Macroeconomic Insights: The Long-Term Outlook for Capital Markets
11 Jul 2024
Contributed by Lukas
The ever-changing landscape of macroeconomic data plays a pivotal role in shaping investment strategies. With the Federal Reserve's data dependency an...
Maximizing High-Interest Environments: Opportunities in Private Credit
27 Jun 2024
Contributed by Lukas
In this episode of The Wealth Enterprise Briefing, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell contin...
Private Markets and Persistent High Interest Rates: Challenges and Opportunities
20 Jun 2024
Contributed by Lukas
In this new episode of The Wealth Enterprise Briefing, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Matt Farrell di...
Private Markets in Focus: Long-Term Impacts of Higher Interest Rates
10 Jun 2024
Contributed by Lukas
While our past discussions have focused on forward-looking strategies in private markets amidst current capital market conditions, in our latest episo...
Understanding Market Sentiment vs. Fundamentals
23 May 2024
Contributed by Lukas
In the latest episode of The Wealth Enterprise Briefing, we discuss the nuanced interplay between short-term sentiment and long-term fundamentals in s...
The Current Venture Capital Outlook
08 May 2024
Contributed by Lukas
While the U.S. has averted any kind of serious recession and slow down, there are a few lingering areas of concern. On a previous episode of The Wealt...
Navigating the New Economic Cycle
25 Apr 2024
Contributed by Lukas
Recent years have seen rolling recessions influenced by Fed monetary policy, but signs now point to a more defined cycle, with positive markers like g...
Unveiling India's Economic Potential, Part II: Strategies For Investing
11 Apr 2024
Contributed by Lukas
During this episode of The Wealth Enterprise Briefing podcast, we continue the conversation about investing in India and take a closer look at the pot...
Unveiling India's Economic Potential, Part I: A Comparative Analysis
11 Apr 2024
Contributed by Lukas
In our latest episode of The Wealth Enterprise Briefing, we are exploring an important question that has been top of mind for many investors – How a...
Rising Rates, Falling Values: The Commercial Real Estate Reset
28 Mar 2024
Contributed by Lukas
While the U.S. economy seems to be headed for a soft landing, potentially avoiding a significant recession, economic trouble may still be brewing. In ...
Wealth Taxes: Potential Implications for Wealthy Families
07 Mar 2024
Contributed by Lukas
During this episode of The Wealth Enterprise Briefing, WE Family Office’s Managing Partner Michael Zeuner and Partner and Wealth Planning Executive ...
Dynamic Markets During Turbulent Geopolitical Events
27 Feb 2024
Contributed by Lukas
Amidst the evolving geopolitical landscape, understanding its impact on investment strategies becomes essential for deciding on a successful investmen...
Navigating Changing Market Dynamics: Insights for 2024
05 Feb 2024
Contributed by Lukas
During this episode of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner and Senior Investment Manager Sam Sud...
Insights into 2024: Private Markets, Interest Rates and Investment Opportunities
25 Jan 2024
Contributed by Lukas
During this episode of The Wealth Enterprise Briefing podcast, WE Family Offices’ Managing Partner Michael Zeuner and Senior Investment Manager Matt...
Flashing Yellow: Solving the Equity Market’s Economic Puzzle
15 Dec 2023
Contributed by Lukas
The recent record-breaking rally in the equity market has led many investors to believe that the Federal Reserve has successfully orchestrated a soft ...
Decoding the Federal Reserve's Influence on the Equity Market
07 Dec 2023
Contributed by Lukas
Following an extended period of rapid rate increases, investors are now observing indications that the Federal Reserve might pivot its monetary policy...
The Unexplored Impact of Rising Rates on Private Markets
01 Dec 2023
Contributed by Lukas
Amidst the backdrop of a prolonged period of elevated interest rates, it comes as no surprise that the U.S. bond market and the global macro economy a...
Breaking Bonds: Examining the Unconventional Shift in Fixed Income
20 Nov 2023
Contributed by Lukas
During this installment of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner and Director of Macro Strategy Sa...
Connecting the Dots, Part II: An Economic Analysis of 2023
10 Nov 2023
Contributed by Lukas
Following a comprehensive overview of the markets, WE Family Offices Managing Partner Michael Zeuner, returns with Director of Macro Strategy Sam Suda...
Connecting the Dots: A Market Analysis of 2023
27 Oct 2023
Contributed by Lukas
During this installment of The Wealth Enterprise Briefing podcast, WE Family Offices' Managing Partner Michael Zeuner and Senior Investment Manager Ma...
Beyond the Hype: Identifying Fundamental Trends and Passing Fads
12 Oct 2023
Contributed by Lukas
There is an emerging movement within the stock market known as "fad investing," which you may want to avoid incorporating into your portfolio. Fad inv...
China's Economic Conundrum: What Investors Need to Know
28 Sep 2023
Contributed by Lukas
China, the world’s second-largest economy, is facing a severe economic slowdown with growing concerns in the real estate sector. While the slowdown ...
Emerging Opportunities Within the Hedge Fund Space
14 Sep 2023
Contributed by Lukas
In a recent installment of The Wealth Enterprise Briefing, we discuss the fundamentals of hedge funds and the role this private asset class can play i...
Navigating Tides: Taking Advantage of Opportunities in Fixed Income
29 Aug 2023
Contributed by Lukas
In a recent installment of The Wealth Enterprise Briefing, we explored the new window of opportunity that has opened within fixed income. Now, for thi...
Venture Capital: Lessons from the Past to Invest in the Future
16 Aug 2023
Contributed by Lukas
2023 has been a challenging year for venture capital, not only for companies trying to raise capital, but also for their investors. During this instal...
Shifting Tides: Unveiling Opportunities in Fixed Income
09 Aug 2023
Contributed by Lukas
Within the equity market, green shoots are emerging that indicate the door may be opening to expand portfolio allocation toward this asset class – b...
The Role of Hedge Funds in a Family's Portfolio
21 Jul 2023
Contributed by Lukas
In the latest episode of The Wealth Enterprise Briefing, WE Family Offices' Managing Partner, Michael Zeuner, and Senior Investment Manager, Matt Farr...
Will We or Won't We? The Likelihood of the U.S. Entering a Recession
05 Jul 2023
Contributed by Lukas
In this episode of The Wealth Enterprise Briefing podcast, WE Family Offices Managing Partner Michael Zeuner sat down with Director of Macro Investmen...
Venture Capital: Short-Term Challenges, Long-Term Opportunities
16 Jun 2023
Contributed by Lukas
WE Family Offices Managing Partner Michael Zeuner recently sat down with Senior Investment Manager Matt Farrell, CAIA, to call upon the latter’s ext...
It's Not Too Late to Invest in Natural Resources and Commodities
16 Jun 2023
Contributed by Lukas
Last year was an excellent year for investing in natural resources and commodities. However, now after a challenging start to 2023 with a potential lo...
Private Market Bright Spots and Warning Signals
16 Jun 2023
Contributed by Lukas
WE Family Offices Managing Partner Michael Zeuner recently sat down with Senior Investment Manager Matt Farrell, CAIA, to call upon the latter’s in-...
Debt Ceiling Drama: Market Implications and More
16 Jun 2023
Contributed by Lukas
WE Family Offices Managing Partner Michael Zeuner sat down again with Director of Macro Investment Strategy Sam Sudame, CFA, CAIA, CFP, for a special ...
Uncovering Fixed Income Opportunities for Family Offices
16 Jun 2023
Contributed by Lukas
As a broad number of economic statistics turn to the red, and the impacts of last year’s interest rate hikes appear, the risk of a recession in the ...
The Alternative Asset Playbook for Family Offices
16 Jun 2023
Contributed by Lukas
Earlier this year, Matt Farrell, senior investment manager and head of private investing at WE Family Offices, published a 2023 Outlook for Alternativ...