Barnes Quarterly: Recent Episodes
Barnes Capital Group
Welcome to Episode 27 of the Barnes Quarterly Podcast, your trusted source for insights into the financial markets with us here at Barnes Capital Group.
In this episode, we welcomed a special guest - Alex Kirby of Total Family. Total Family is a software platform that helps wealth advisors guide their clients through legacy planning - not the legal documents or estate planning side, but the human side: capturing family stories, defining values, and preserving the moments that matter most for future generations. It's something we've incorporated into our service offering here at Barnes Capital Group, and we'd encourage you to ask us about it.
And as always, we discuss key developments shaping the investment landscape as move through 2026. Our Chief Investment Officer, Chris Zaccarelli, joins us to share his perspective on a market that continues to grind higher — S&P 500 up roughly 9% year-to-date — despite headwinds including the conflict in Iran, oil above $100 a barrel, and rising interest rates. Earnings growth has been the real story behind this year's rally, and Chris offers his measured take on whether we're headed for a bubble: strong fundamentals, but market cycles are inevitable. His outlook for the rest of the year: cautiously optimistic.
To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.
Don't forget to subscribe to stay updated with our latest episodes and share with friends and colleagues who might find this information valuable.
Welcome to Episode 26 of the Barnes Quarterly Podcast, your trusted source for insights into the financial markets with us here at Barnes Capital Group.
In this episode, we discuss key developments shaping the investment landscape as we begin 2026. Our Chief Investment Officer, Chris Zaccarelli, joins us to share his perspective on recent market performance, portfolio diversification beyond large-cap technology, the role of commodities and precious metals, and how we’re thinking about positioning portfolios amid ongoing market volatility and geopolitical uncertainty.
Make sure to subscribe to stay up to date with future episodes and share with anyone who may benefit from our market insights.
Welcome to Episode 25 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with us here at Barnes Capital Group.
In this episode, we examine the major financial storylines as we move through the fourth quarter of 2025. Our Chief Investment Officer, Chris Zaccarelli, returns to provide timely insights into the factors driving market sentiment - including concerns about a government shutdown, the long-term impact of tariffs, and shifting expectations around interest rate policy.
Tune in to gain a deeper understanding of how market resilience, macroeconomic uncertainty, and policy decisions may shape your investment approach into year-end and beyond.
Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.
To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.
Welcome to Episode 24 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with us here at Barnes Capital Group.
In this episode, we kick things off with a conversation about the great outdoors. I’m joined by special guest Brisman White, a Montana-based fly fishing and hunting guide, who shares what makes Montana such a memorable destination - whether you're a seasoned angler or trying it for the first time.
Then, our Chief Investment Officer, Chris Zaccarelli, joins us to talk through the “two T’s” driving the market—tariffs and technology. From inflation concerns and the Fed’s next move to the rebound in AI-driven tech stocks, we unpack what it all means for investors and how to stay grounded in the face of ongoing uncertainty.
Tune in to enhance your understanding of the financial market's intricacies and to refine your investment strategies based on expert insights. Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.
To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.
Welcome to Episode 23 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with Barnes Capital Group.
In this episode, we break down the dramatic market movements at the start of Q2 2025, driven by the announcement—and rapid rollback—of sweeping new tariffs from President Trump. We explore how this policy whiplash is fueling uncertainty, what it means for global trade, and how investors can navigate the volatility.
Tune in to enhance your understanding of the financial market's intricacies and to refine your investment strategies based on expert insights. Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.
To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.
Welcome to Episode 22 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with Barnes Capital Group.
In this episode, we dive into key financial topics for 2025, including retirement planning strategies, the latest market trends, and how interest rates, tariffs, and AI advancements could impact the economy.
Tune in to enhance your understanding of the financial market's intricacies and to refine your investment strategies based on expert insights. Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.
To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.
Welcome to Episode 21 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with Barnes Capital Group.
Get the latest on how election results, Warren Buffett's investment strategy, and sector earnings surprises are shaping the market. From AI-driven utility investments to economic predictions, we break down what investors need to know this quarter.
Tune in to enhance your understanding of the financial market's intricacies and to refine your investment strategies based on expert insights. Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.
To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.
Welcome to Episode 20 of the Barnes Quarterly Podcast, your essential guide to understanding the financial markets with Barnes Capital Group. In this episode, we're reviewing the highlights and key developments from the second quarter of 2024 and looking ahead to what the rest of the year might bring, particularly as we approach the election season.
Join Stan Barnes, Eddie Hatch, and our Chief Investment Officer, Chris Zaccarelli, as they discuss the significant trends and events of the past few months and their potential impact on future market movements.
Our team of experts will delve into the primary factors influencing recent market behavior, address the challenges investors have faced, and identify potential opportunities as we move through 2024 and into this crucial election period.
Tune in to enhance your understanding of the financial market's intricacies and to refine your investment strategies based on expert insights. Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.
To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.
Welcome to Episode 19 of the Barnes Quarterly Podcast, your essential guide to navigating the financial markets with Barnes Capital Group.In this episode, we're diving into a comprehensive review of the first quarter of 2024 as we step into the second quarter with renewed perspectives.
Join Stan Barnes, Eddie Hatch, and our Chief Investment Officer, Chris Zaccarelli, as they reflect on the pivotal moments and trends from the beginning of the year and discuss their implications on both current and future market dynamics.Together, our experts will explore the key drivers behind the recent market behaviors, dissect the challenges investors faced, and forecast the potential opportunities that lie ahead in 2024.
Tune in to enhance your understanding of the financial market's intricacies and to refine your investment strategies based on expert insights. Make sure to subscribe to catch every episode and share with peers who might benefit from our in-depth analyses.
To learn more about how Barnes Capital Group can support your financial goals, visit us at barnescapgroup.com.
Welcome to Episode 18 of the Barnes Quarterly Podcast, your go-to source for insights into the financial world, courtesy of Barnes Capital Group.
As we wrap up 2023 and peek into 2024, this episode offers a thoughtful reflection on the past year's market trends and a glimpse into what the future might hold.
Stan Barnes, Eddie Hatch, and our Chief Investment Officer, Chris Zaccarelli, together bring a wealth of knowledge and experience to the table. They'll guide us through the key events of 2023, dissecting their impact on the financial landscape, and share their thoughts on the upcoming year's potential challenges and opportunities.
Tune in to gain a deeper understanding of the financial market's dynamics and how they might affect your investment strategies.
Don't forget to subscribe to stay updated with our latest episodes and share with friends and colleagues who might find this information valuable.
For more about Barnes Capital Group and how we can assist you, please visit our website at barnescapgroup.com.
Welcome to the 17th Episode of Barnes Quarterly, the insightful podcast brought to you by Barnes Capital Group.
This episode is brimming with essential discussions and analyses as we transition into the last quarter of 2023. We are thrilled to have Chris Zaccarelli join us in-person for an engaging conversation that traverses the realms of financial markets and the broader economy.
Chris, with his profound knowledge and industry acumen, shares his viewpoints on the unfolding market dynamics and what the indicators are signaling as we venture into Q4. Don't forget to subscribe to our channel to stay updated with the latest episodes, and share this podcast with your network to spread the financial insights.
For more information about Barnes Capital Group and our services, visit our website at barnescapgroup.com
In this Q3 2023 episode of Barnes Quarterly, we'll check in with our CIO, Chris Zaccarelli on market observations and outlooks as we move into the second half of the year.
Quarter 1 of 2023 was full of intriguing events and market happenings. We'll take a moment to recap the first quarter of the year as we shape some outlooks on the rest of the year.
In this Q1 2023 Episode of Barnes Quarterly, we wanted to dedicate our time to discussing the markets and what we've been experiencing in the first weeks of the year.
We'll speak with our CFO, Chris Zaccarelli, as he dives deep in analysis of current market events from a variety of perspectives.
In this Q1 2023 Episode of Barnes Quarterly, we wanted to dedicate our time to discussing the markets and what we've been experiencing in the first weeks of the year.
We'll speak with our CFO, Chris Zaccarelli, as he dives deep in analysis of current market events from a variety of perspectives.
We're bringing 2022 to a close with this Q4 edition of Barnes Quarterly. We'll discuss recent market conditions heading into year end with CIO, Chris Zaccarelli.
In this episode, we're welcoming Traylor McNeil, Director of Development of the Hang Tough Foundation in our "Community Impact" segment. Additionally, we'll discuss recent market conditions and happenings with our CIO, Chris Zaccarelli.
In this 11th edition of Barnes Quarterly, we are thrilled to have Liz Murphy, CEO of the Early Learning Coalition of the Big Bend in our "Community Impact" segment. Ms. Murphy is deeply committed to the lives of our community's children, and ELC plays an integral roll in these outcomes. Additionally, we'll discuss recent market conditions and happenings with our CIO, Chris Zaccarelli.
We hope your Summer is off to a great start!
In this episode, we've got a very special guest:
We are thrilled to have Felina Martin, Executive Director of INIE (Institute for Non-Profit Innovation and Excellence) as we reignite our "Community Impact" segment.
Ms. Martin is a force in our community, deeply committed to the thriving of our non-profit organizations.
Additionally, we'll discuss recent market conditions and happenings with our CIO, Chris Zaccarelli.
Learn more about INIE here - https://www.theinstitutefornonprofits.org/
Learn more about Barnes Capital Group here - https://barnescapgroup.com/
In this episode of Barnes Quarterly, we'll discuss Q4 2020 in summary and start to look at what's been happening in Q1 2021, with Chris Zaccarelli
A Special 2020 Election Edition of Barnes Quarterly. We'll discuss with Chris Zaccarelli the 2020 election and it's potential market impacts, as well as what could come in the 4th quarter of the year.
In this episode of our podcast, Barnes Quarterly, we're talking about our innovative new tool Riskalyze. Additionally we'll get a market update from Chris Zaccarelli of Independent Advisor Alliance, debriefing on the past few months in the market, and what's to come as we approach the election.
Today we have a special edition of our Barnes Quarterly podcast for you, where we'll talk with our frequent contributor Chris Zaccarelli of Independent Advisor Alliance about what we've seen the past few weeks in the markets, as well as what you might expect moving forward.
Our hope is to gain our listeners a holistic understanding of the changes we're seeing in recent times.
In this episode of our podcast, Barnes Quarterly, we'll get a market update from Chris Zaccarelli of Independent Advisor Alliance, and interview our guests Michael Kalifeh, CPA, CFST of Thomas Howell Ferguson, P.A about tax planning tips, and speak with Donald Parks, the Executive Director of Good News Outreach.
In this episode of our podcast, Barnes Quarterly, we'll take a look at all that happened in 2018 for both BCG and the markets, some exciting announcements moving forward and an interview with Michael Kalifeh, CPA, CFST of Thomas Howell Ferguson, P.A.
In this episode of our podcast, Barnes Quarterly, we'll give you some updates that have happened at BCG, interview Chris Zaccarelli of Independent Advisor Alliance about the market, and go over different types of insurance coverage, specifically life, disability income, and long-term care.
In this episode of our podcast, Barnes Quarterly, we'll get a market update from Chris Zaccarelli of Independent Advisor Alliance, and interview our guest Dena Strickland, the President of the Big Bend Hospice Foundation.