RCM Podcast: John McArthur on Alts, AI, and the Future of Wealth at Krilogy
John McArthur, Chief Investment Officer at Krilogy, sat down with Jeff Malec, host of RCM’s The Derivative Podcast. In this wide-ranging conversation, John covers the investment philosophy behind Krilogy’s portfolio construction, how the firm thinks about private markets and alternatives in a concentrated public market, the role of AI in both the economy and the advisory relationship, and practical advice…















Quarterly Market Newsletter: Q2 2026 Review & Q3 2026 Outlook
Q2 2026 at a Glance +15.2% S&P 500, Q2 total return 2nd best Nasdaq-100 quarter in 25 years +24.1% MSCI EM, Q2 total return 4.47% 10-year Treasury, quarter-end yield What We’re Watching U.S. equities posted one of the strongest quarterly advances of this century. The S&P 500 gained 15.2% as a Middle East peace framework and accelerating earnings overwhelmed a…
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