Thoughts on the Market
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Podcasts
Managing for Economic Uncertainty
Published: May 7, 2024, 10:03 p.m.Duration: 3 minutes 33 seconds
Listed in: Business
What If Rates Are Higher for Longer?
Published: May 6, 2024, 10:15 p.m.Duration: 8 minutes 59 seconds
Listed in: Business
Separating the Cyclical from the Systemic
Published: May 3, 2024, 9:04 p.m.Duration: 8 minutes 44 seconds
Listed in: Business
Special Encore: Seth Carpenter: Looking Back for the Future
Published: May 3, 2024, 12:21 a.m.Duration: 4 minutes 38 seconds
Listed in: Business
Where Is the US Dollar Headed?
Published: May 2, 2024, 12:14 a.m.Duration: 8 minutes 30 seconds
Listed in: Business
Decarbonizing Real Estate
Published: April 30, 2024, 10:14 p.m.Duration: 9 minutes 40 seconds
Listed in: Business
The Curious Connection Between Airlines and Fashion
Published: April 29, 2024, 9:38 p.m.Duration: 9 minutes 58 seconds
Listed in: Business
Can Technology Help Us Live Longer & Better?
Published: April 26, 2024, 8:17 p.m.Duration: 5 minutes 13 seconds
Listed in: Business
Meeting the Demand for Anti-Obesity Treatment
Published: April 25, 2024, 7:06 p.m.Duration: 3 minutes 59 seconds
Listed in: Business
European Markets React to Upcoming U.S. Election
Published: April 24, 2024, 11:22 p.m.Duration: 8 minutes 58 seconds
Listed in: Business
US Economy: Bigger, But Not Tighter
Published: April 23, 2024, 9:35 p.m.Duration: 12 minutes 24 seconds
Listed in: Business
U.S. Equities: No Landing in Sight
Published: April 22, 2024, 8:44 p.m.Duration: 4 minutes 9 seconds
Listed in: Business
Mixed Signals for Asia and Emerging Markets
Published: April 19, 2024, 7:51 p.m.Duration: 3 minutes 54 seconds
Listed in: Business
A Central Piece of the GenAI Puzzle
Published: April 18, 2024, 10:06 p.m.Duration: 4 minutes 11 seconds
Listed in: Business
The Repercussions of Rising Global Tensions
Published: April 17, 2024, 8:13 p.m.Duration: 2 minutes 48 seconds
Listed in: Business
How Will the GenAI Revolution Be Powered?
Published: April 16, 2024, 10:17 p.m.Duration: 10 minutes 49 seconds
Listed in: Business
A Sobering View on the Spirits Sector
Published: April 16, 2024, 12:14 a.m.Duration: 4 minutes
Listed in: Business
Unpacking Correlation
Published: April 12, 2024, 9:15 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
US Energy: The Minerals and Materials at Risk
Published: April 11, 2024, 6:58 p.m.Duration: 4 minutes 5 seconds
Listed in: Business
2024 US Elections: Inflations Possible Paths
Published: April 10, 2024, 11:51 p.m.Duration: 11 minutes 16 seconds
Listed in: Business
What is Driving Big Moves in the Oil Market?
Published: April 9, 2024, 10:35 p.m.Duration: 2 minutes 54 seconds
Listed in: Business
Looking Back for the Future
Published: April 8, 2024, 8:08 p.m.Duration: 4 minutes 31 seconds
Listed in: Business
A Hot Summer for Oil?
Published: April 5, 2024, 8:10 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
The Threat to Clean Energy in the US
Published: April 4, 2024, 9:31 p.m.Duration: 4 minutes 50 seconds
Listed in: Business
The Growing Importance of Where Data Lives
Published: April 3, 2024, 9:14 p.m.Duration: 4 minutes 21 seconds
Listed in: Business
U.S. Elections: Potential Implications for Businesses and Consumers
Published: April 2, 2024, 8:29 p.m.Duration: 7 minutes 36 seconds
Listed in: Business
How Immigrations Rise Could Boost Economic Growth
Published: April 1, 2024, 9:42 p.m.Duration: 3 minutes 54 seconds
Listed in: Business
US Housing: Will Lower Fees Means Higher Sales?
Published: March 28, 2024, 9:32 p.m.Duration: 5 minutes 26 seconds
Listed in: Business
Are Credit Scores Inflated?
Published: March 27, 2024, 8:37 p.m.Duration: 4 minutes 42 seconds
Listed in: Business
Finding Late-Cycle Winners
Published: March 26, 2024, 9:31 p.m.Duration: 4 minutes 19 seconds
Listed in: Business
The Evolution of Private Credit
Published: March 25, 2024, 9:39 p.m.Duration: 4 minutes 25 seconds
Listed in: Business
Can As Expected Still Give New Information?
Published: March 22, 2024, 9:44 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
European Financials: Why Confidence Has Returned
Published: March 21, 2024, 11:13 p.m.Duration: 8 minutes 11 seconds
Listed in: Business
2024 US Elections: Global Investors' Key Questions
Published: March 20, 2024, 8:21 p.m.Duration: 4 minutes 25 seconds
Listed in: Business
Asia Equities: A Quarter of Dispersion
Published: March 19, 2024, 9:03 p.m.Duration: 4 minutes 5 seconds
Listed in: Business
Finding the Equity Sweet Spot
Published: March 18, 2024, 9:14 p.m.Duration: 3 minutes 14 seconds
Listed in: Business
Rate Cut Uncertainty
Published: March 15, 2024, 8:37 p.m.Duration: 3 minutes 22 seconds
Listed in: Business
Economics Roundtable: Updating our 2024 Outlook
Published: March 14, 2024, 10:16 p.m.Duration: 12 minutes 3 seconds
Listed in: Business
Revving Up the Speed of E-Commerce Delivery
Published: March 13, 2024, 9:35 p.m.Duration: 4 minutes
Listed in: Business
Where AI Is Advancing
Published: March 12, 2024, 9:39 p.m.Duration: 7 minutes 32 seconds
Listed in: Business
AI, Scale and Privacy
Published: March 11, 2024, 8:36 p.m.Duration: 3 minutes 11 seconds
Listed in: Business
M&A Rebound Ahead?
Published: March 8, 2024, 9:11 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
Why European Data Centers Are Set for Major Growth
Published: March 7, 2024, 10:17 p.m.Duration: 4 minutes
Listed in: Business
Three Long-Term Trends by the Numbers
Published: March 6, 2024, 9:42 p.m.Duration: 3 minutes 10 seconds
Listed in: Business
How US Consumers Will Spend 2024 Tax Refunds
Published: March 5, 2024, 10:08 p.m.Duration: 3 minutes 52 seconds
Listed in: Business
Hedging in a Robust Equity Market
Published: March 4, 2024, 10:02 p.m.Duration: 5 minutes 7 seconds
Listed in: Business
The Predictive Power of PMIs
Published: March 1, 2024, 9:27 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
Making Sense of Confusing Economic Data
Published: March 1, 2024, 12:13 a.m.Duration: 3 minutes 42 seconds
Listed in: Business
Should Investors Care About a Government Shutdown?
Published: Feb. 28, 2024, 10:11 p.m.Duration: 3 minutes 21 seconds
Listed in: Business
Why Is the Price of Food Still Rising?
Published: Feb. 27, 2024, 11:11 p.m.Duration: 7 minutes 48 seconds
Listed in: Business
The Gap Between Corporate Haves and Have-Nots
Published: Feb. 26, 2024, 10:59 p.m.Duration: 3 minutes 43 seconds
Listed in: Business
Eyeing a Market of Many
Published: Feb. 23, 2024, 10 p.m.Duration: 3 minutes 8 seconds
Listed in: Business
Behind the Rapid Growth of the Private Credit Market
Published: Feb. 22, 2024, 9:43 p.m.Duration: 6 minutes 53 seconds
Listed in: Business
An Atlantic-Sized Divide in Monetary Policy
Published: Feb. 21, 2024, 7:34 p.m.Duration: 4 minutes
Listed in: Business
Accelerating the Shift from AI Enablers to AI Adopters
Published: Feb. 20, 2024, 10:04 p.m.Duration: 3 minutes 32 seconds
Listed in: Business
Commercial Real Estate's Uncertain Future
Published: Feb. 16, 2024, 8:30 p.m.Duration: 3 minutes 46 seconds
Listed in: Business
What the U.S. Election Could Mean for NATO
Published: Feb. 15, 2024, 10:34 p.m.Duration: 2 minutes 39 seconds
Listed in: Business
The Rising Risk of Global Trade Tensions for Asia
Published: Feb. 15, 2024, 4:24 a.m.Duration: 3 minutes 21 seconds
Listed in: Business
Ripple Effects of the Red Sea Disruptions
Published: Feb. 14, 2024, 12:04 a.m.Duration: 9 minutes 8 seconds
Listed in: Business
Three Reasons the U.S. Consumer Outlook Remains Strong
Published: Feb. 12, 2024, 10:45 p.m.Duration: 2 minutes 48 seconds
Listed in: Business
Rooting for a Positive Rate of Change
Published: Feb. 9, 2024, 5:34 p.m.Duration: 3 minutes 16 seconds
Listed in: Business
Trends in the 2024 Credit Landscape
Published: Feb. 8, 2024, 8:56 p.m.Duration: 8 minutes 11 seconds
Listed in: Business
Which Geopolitical Events Matter Most to Investors
Published: Feb. 7, 2024, 9:58 p.m.Duration: 3 minutes 20 seconds
Listed in: Business
What Japan Can Teach the World About Longevity
Published: Feb. 7, 2024, 12:08 a.m.Duration: 9 minutes 31 seconds
Listed in: Business
A Longer Wait for Rate Cuts?
Published: Feb. 5, 2024, 11:27 p.m.Duration: 4 minutes 21 seconds
Listed in: Business
Is the Housing Market Back?
Published: Feb. 2, 2024, 10:34 p.m.Duration: 5 minutes 51 seconds
Listed in: Business
How Longevity Is Influencing Consumer Spending
Published: Feb. 1, 2024, 10:07 p.m.Duration: 3 minutes 30 seconds
Listed in: Business
Is M&A Ready to Bounce Back?
Published: Feb. 1, 2024, 12:12 a.m.Duration: 7 minutes 57 seconds
Listed in: Business
Markets Are Ready for More Bonds
Published: Jan. 30, 2024, 8:28 p.m.Duration: 3 minutes 27 seconds
Listed in: Business
Opportunities in Corporate Credit for 2024
Published: Jan. 30, 2024, 12:07 a.m.Duration: 9 minutes
Listed in: Business
Why Its Time to Be Bullish on European Equities
Published: Jan. 26, 2024, 9:52 p.m.Duration: 3 minutes 46 seconds
Listed in: Business
Will the U.S. Presidential Election Change Fed Policy?
Published: Jan. 25, 2024, 9:16 p.m.Duration: 6 minutes 56 seconds
Listed in: Business
What Matters Most to Markets in the U.S. Election
Published: Jan. 24, 2024, 10:31 p.m.Duration: 2 minutes 48 seconds
Listed in: Business
Taking the Long View
Published: Jan. 23, 2024, 8:16 p.m.Duration: 9 minutes 11 seconds
Listed in: Business
Chasing the End of the Economic Cycle
Published: Jan. 22, 2024, 9:31 p.m.Duration: 4 minutes 2 seconds
Listed in: Business
Special Encore: Andrew Sheets: Why 2024 Is Off to a Rocky Start
Published: Jan. 20, 2024, 12:10 a.m.Duration: 3 minutes 13 seconds
Listed in: Business
Mexico Nearshoring Keeps Going Strong
Published: Jan. 18, 2024, 7:02 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
Three Investment Themes for 2024 and Beyond
Published: Jan. 17, 2024, 8:03 p.m.Duration: 3 minutes 33 seconds
Listed in: Business
The Growth Outlook for Chinas Tech Sector
Published: Jan. 16, 2024, 8:05 p.m.Duration: 3 minutes 13 seconds
Listed in: Business
Whats Next for Money Market Funds?
Published: Jan. 12, 2024, 8:20 p.m.Duration: 3 minutes 8 seconds
Listed in: Business
The Path Ahead for Natural Gas and Shale
Published: Jan. 11, 2024, 6:38 p.m.Duration: 3 minutes 15 seconds
Listed in: Business
Will Global Oil Markets Surprise In 2024?
Published: Jan. 10, 2024, 7:43 p.m.Duration: 3 minutes 23 seconds
Listed in: Business
Are These Gen AIs Next Big Winners?
Published: Jan. 9, 2024, 7:12 p.m.Duration: 3 minutes 33 seconds
Listed in: Business
Will Anti-Obesity Drugs Disrupt the MedTech Industry?
Published: Jan. 8, 2024, 7:50 p.m.Duration: 3 minutes 32 seconds
Listed in: Business
Andrew Sheets: Why 2024 Is Off to a Rocky Start
Published: Jan. 5, 2024, 7:36 p.m.Duration: 3 minutes 6 seconds
Listed in: Business
Can Japanese Equities Rally in 2024?
Published: Jan. 4, 2024, 7:31 p.m.Duration: 3 minutes 20 seconds
Listed in: Business
New Year, New Investment Themes?
Published: Jan. 3, 2024, 10:11 p.m.Duration: 5 minutes 51 seconds
Listed in: Business
2024 U.S. Autos Outlook: Should Investors Be Concerned?
Published: Jan. 2, 2024, 9:37 p.m.Duration: 4 minutes 5 seconds
Listed in: Business
End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2
Published: Dec. 29, 2023, 6 p.m.Duration: 11 minutes 6 seconds
Listed in: Business
End-of-Year Encore: Macro Economy: The 2024 Outlook
Published: Dec. 28, 2023, 6 p.m.Duration: 9 minutes 14 seconds
Listed in: Business
End-of-Year Encore: 2024 Asia Equities Outlook: India vs. China
Published: Dec. 27, 2023, 6 p.m.Duration: 4 minutes 55 seconds
Listed in: Business
End-of-Year Encore: An Early Guide to the 2024 U.S. Elections
Published: Dec. 26, 2023, 6 p.m.Duration: 6 minutes 22 seconds
Listed in: Business
Andrew Sheets: Credit Markets Take a Sunny View
Published: Dec. 22, 2023, 3:56 p.m.Duration: 3 minutes 14 seconds
Listed in: Business
Will Falling Rates Mean Lower Home Prices?
Published: Dec. 21, 2023, 8:16 p.m.Duration: 7 minutes 41 seconds
Listed in: Business
Michael Zezas: Why Geopolitics May Matter More in 2024
Published: Dec. 20, 2023, 9:16 p.m.Duration: 2 minutes 53 seconds
Listed in: Business
Will the Feds Pivot Favor Bonds Over Equities?
Published: Dec. 19, 2023, 9:34 p.m.Duration: 6 minutes 34 seconds
Listed in: Business
Mike Wilson: Does the U.S. Equity Rally Still Have Steam?
Published: Dec. 18, 2023, 9:15 p.m.Duration: 3 minutes 55 seconds
Listed in: Business
Economic Roundtable: Whats in Store for 24?
Published: Dec. 16, 2023, 12:21 a.m.Duration: 8 minutes 6 seconds
Listed in: Business
Sustainability: Mixed Signals on Decarbonization After COP28
Published: Dec. 14, 2023, 9:42 p.m.Duration: 3 minutes 40 seconds
Listed in: Business
Michael Zezas: The U.S. Election, Clean Energy and Healthcare
Published: Dec. 13, 2023, 11:46 p.m.Duration: 2 minutes 42 seconds
Listed in: Business
2024 China Outlook: Can Growth Rebound?
Published: Dec. 12, 2023, 10:53 p.m.Duration: 8 minutes 44 seconds
Listed in: Business
Mike Wilson: Could Bond Market Consolidation Weigh on U.S. Equities?
Published: Dec. 11, 2023, 8:58 p.m.Duration: 4 minutes 16 seconds
Listed in: Business
David Adams: A Contrarian Call on the U.S. Dollar
Published: Dec. 8, 2023, 10:10 p.m.Duration: 2 minutes 29 seconds
Listed in: Business
2024 Asia Equities Outlook: India vs. China
Published: Dec. 7, 2023, 10:44 p.m.Duration: 4 minutes 22 seconds
Listed in: Business
An Early Guide to the 2024 U.S. Elections
Published: Dec. 6, 2023, 9:38 p.m.Duration: 5 minutes 48 seconds
Listed in: Business
2024 Asia Economics Outlook: Still Divergent?
Published: Dec. 5, 2023, 8:46 p.m.Duration: 3 minutes 2 seconds
Listed in: Business
Mike Wilson: Are Markets Following the Right Playbook?
Published: Dec. 4, 2023, 10:44 p.m.Duration: 3 minutes 42 seconds
Listed in: Business
Andrew Sheets: Novembers Early Holiday Gift to Investors
Published: Dec. 1, 2023, 8:43 p.m.Duration: 2 minutes 53 seconds
Listed in: Business
Pamela Kaufman: Anti-Obesity Meds Could Bite Into Food Sales
Published: Nov. 30, 2023, 10:25 p.m.Duration: 4 minutes 9 seconds
Listed in: Business
Ravi Shanker: A New Golden Age of Travel Ahead?
Published: Nov. 29, 2023, 9:15 p.m.Duration: 3 minutes 27 seconds
Listed in: Business
How Education Companies Can Benefit from AI
Published: Nov. 28, 2023, 10:35 p.m.Duration: 3 minutes 13 seconds
Listed in: Business
Vishy Tirupattur: Debating the Outlook
Published: Nov. 27, 2023, 10:40 p.m.Duration: 4 minutes 6 seconds
Listed in: Business
Special Encore: Matt Cost: How AI Could Disrupt Gaming
Published: Nov. 24, 2023, 4 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
Special Encore: US Economy: What Generative AI Means for the Labor Market
Published: Nov. 22, 2023, 7:26 p.m.Duration: 8 minutes 33 seconds
Listed in: Business
U.S. Consumer: Mixed Holiday Spending Expectations
Published: Nov. 21, 2023, 10:45 p.m.Duration: 6 minutes 51 seconds
Listed in: Business
Ed Stanley: The Cutting Edge of AI
Published: Nov. 20, 2023, 10 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
Ellen Zentner: 2024 U.S. Economic Outlook
Published: Nov. 17, 2023, 11:07 p.m.Duration: 3 minutes 24 seconds
Listed in: Business
Serena Tang: The Return of the 60/40 Portfolio
Published: Nov. 16, 2023, 10:06 p.m.Duration: 4 minutes 19 seconds
Listed in: Business
Special: What Should I Do With My Money?
Published: Nov. 15, 2023, 10:07 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
Macro Economy: The 2024 Outlook Part 2
Published: Nov. 15, 2023, 12:34 a.m.Duration: 10 minutes 31 seconds
Listed in: Business
Macro Economy: The 2024 Outlook
Published: Nov. 14, 2023, 12:40 a.m.Duration: 8 minutes 31 seconds
Listed in: Business
Andrew Sheets: Will the Bond Market Suffer from Tax-Loss Selling?
Published: Nov. 10, 2023, 8:36 p.m.Duration: 3 minutes 14 seconds
Listed in: Business
Ed Stanley: Weight Loss Drugs and the Global Economy
Published: Nov. 9, 2023, 10:38 p.m.Duration: 4 minutes 44 seconds
Listed in: Business
Michael Zezas: Are the Worst Bond Returns Behind Us?
Published: Nov. 8, 2023, 9:22 p.m.Duration: 2 minutes 56 seconds
Listed in: Business
Matt Cost: How AI Could Disrupt Gaming
Published: Nov. 7, 2023, 8:51 p.m.Duration: 2 minutes 59 seconds
Listed in: Business
Mike Wilson: Will the Equity Market Rally Last?
Published: Nov. 6, 2023, 8:46 p.m.Duration: 4 minutes
Listed in: Business
Andrew Sheets: Upgrades and Downgrades in Corporate Credit
Published: Nov. 3, 2023, 8:24 p.m.Duration: 3 minutes 13 seconds
Listed in: Business
US Economy: What Generative AI Means for the Labor Market
Published: Nov. 2, 2023, 8:53 p.m.Duration: 8 minutes 28 seconds
Listed in: Business
Michael Zezas: What the New U.S. Speaker Means for Markets
Published: Nov. 1, 2023, 7:11 p.m.Duration: 2 minutes 46 seconds
Listed in: Business
U.S. Housing: The Impact of High Mortgage Rates
Published: Oct. 31, 2023, 9:41 p.m.Duration: 6 minutes 53 seconds
Listed in: Business
Mike Wilson: 2023 Stock Market Comes Full Circle
Published: Oct. 30, 2023, 9:13 p.m.Duration: 3 minutes 49 seconds
Listed in: Business
Andrew Sheets: Optimism in Corporate Credit
Published: Oct. 27, 2023, 7:15 p.m.Duration: 2 minutes 43 seconds
Listed in: Business
Asia Equities: Chinas Risk of a Debt Deflation Loop
Published: Oct. 26, 2023, 9:24 p.m.Duration: 7 minutes 46 seconds
Listed in: Business
Vishy Tirupattur: Implications of the Treasury Market Selloff
Published: Oct. 25, 2023, 9:01 p.m.Duration: 4 minutes 18 seconds
Listed in: Business
Matthew Hornbach: The Impact of Policy on Bond Markets
Published: Oct. 24, 2023, 8:56 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
Mike Wilson: Are Earnings Expectations Too High?
Published: Oct. 23, 2023, 7:56 p.m.Duration: 3 minutes 58 seconds
Listed in: Business
Ellen Zentner: The Rise of the SHEconomy
Published: Oct. 20, 2023, 7:20 p.m.Duration: 3 minutes 41 seconds
Listed in: Business
Global Autos: Automotives Smartphone Moment
Published: Oct. 19, 2023, 8:08 p.m.Duration: 7 minutes 55 seconds
Listed in: Business
Michael Zezas: The Impact of Geopolitical Tension
Published: Oct. 18, 2023, 9:21 p.m.Duration: 2 minutes 49 seconds
Listed in: Business
Global Tech: Generative AI and Asset Management
Published: Oct. 17, 2023, 9:50 p.m.Duration: 6 minutes 10 seconds
Listed in: Business
Seth Carpenter: Are Higher Rates Permanent?
Published: Oct. 16, 2023, 8:59 p.m.Duration: 3 minutes 22 seconds
Listed in: Business
Vishy Tirupattur: Treasury Yields Move Higher
Published: Oct. 13, 2023, 10:13 p.m.Duration: 2 minutes 49 seconds
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Chetan Ahya: What Would Trigger Rate Hikes in Asia?
Published: Oct. 12, 2023, 8:17 p.m.Duration: 2 minutes 20 seconds
Listed in: Business
Michael Zezas: Signals from the Speaker of the House Vacancy
Published: Oct. 11, 2023, 7:37 p.m.Duration: 3 minutes 1 second
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Keith Weiss: How Generative AI Could Affect Jobs
Published: Oct. 10, 2023, 8:18 p.m.Duration: 3 minutes 52 seconds
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Michelle Weaver: The Priorities of the U.S. Consumer
Published: Oct. 9, 2023, 8:30 p.m.Duration: 2 minutes 55 seconds
Listed in: Business
U.S Equities: Credit Continues to Outperform
Published: Oct. 6, 2023, 9:59 p.m.Duration: 8 minutes 33 seconds
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Todd Castagno: Rising Growth in Convertibles Bonds
Published: Oct. 5, 2023, 8:49 p.m.Duration: 3 minutes 18 seconds
Listed in: Business
Vishy Tirupattur: Corporate Credit Divided by Quality
Published: Oct. 4, 2023, 6:59 p.m.Duration: 3 minutes 14 seconds
Listed in: Business
U.S. Consumer: Opportunity in Online Grocery
Published: Oct. 3, 2023, 9:23 p.m.Duration: 6 minutes 48 seconds
Listed in: Business
Mike Wilson: Has the U.S. Government Hit a Fiscal Wall?
Published: Oct. 2, 2023, 10:43 p.m.Duration: 3 minutes 25 seconds
Listed in: Business
U.S. Economy: What AI Means for People Doing Multiple Jobs
Published: Sept. 29, 2023, 4:07 p.m.Duration: 9 minutes 14 seconds
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Jonathan Garner: Volatility in Asia and Emerging Markets
Published: Sept. 28, 2023, 6:54 p.m.Duration: 3 minutes 18 seconds
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U.S. Policy: The Economic Impact of a Government Shutdown
Published: Sept. 27, 2023, 7:49 p.m.Duration: 5 minutes 41 seconds
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Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
Published: Sept. 26, 2023, 8:10 p.m.Duration: 3 minutes 9 seconds
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Mike Wilson: A Shift in Stock Personalities
Published: Sept. 25, 2023, 9:22 p.m.Duration: 4 minutes 4 seconds
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Andrew Sheets: The Rise of Corporate Bond Yields
Published: Sept. 22, 2023, 8:44 p.m.Duration: 3 minutes 16 seconds
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US Economy: Stronger Growth in the U.S. Economy
Published: Sept. 21, 2023, 7:21 p.m.Duration: 6 minutes 58 seconds
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Michael Zezas: Chinas Evolving Economy
Published: Sept. 20, 2023, 8:27 p.m.Duration: 2 minutes 55 seconds
Listed in: Business
Kickstarting the U.S. Mining Industry
Published: Sept. 19, 2023, 9:28 p.m.Duration: 8 minutes 38 seconds
Listed in: Business
Seth Carpenter: The ECB, The Fed and Oil Prices
Published: Sept. 18, 2023, 9:15 p.m.Duration: 4 minutes 3 seconds
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Thematic Research: How AI Can Transform Travel Booking
Published: Sept. 15, 2023, 9:25 p.m.Duration: 8 minutes 39 seconds
Listed in: Business
Martijn Rats: Why Energy Sector is Attractive Once Again
Published: Sept. 14, 2023, 9:21 p.m.Duration: 3 minutes 46 seconds
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U.S Housing: The Impact of Raising Rates
Published: Sept. 13, 2023, 7 p.m.Duration: 5 minutes 35 seconds
Listed in: Business
Vishy Tirupattur: U.S. and China on Divergent Paths
Published: Sept. 12, 2023, 10:32 p.m.Duration: 3 minutes 27 seconds
Listed in: Business
Global Economy: Fall Outlook for Rates and the Economy
Published: Sept. 11, 2023, 10:13 p.m.Duration: 9 minutes 16 seconds
Listed in: Business
Andrew Sheets: A Murky Forecast for Equities and High-Yield Bonds
Published: Sept. 8, 2023, 7:44 p.m.Duration: 3 minutes
Listed in: Business
Stephen Byrd: Watch Out for El Nino
Published: Sept. 7, 2023, 8:15 p.m.Duration: 3 minutes 46 seconds
Listed in: Business
Michael Zezas: Congressional Return Raises Questions for Markets
Published: Sept. 6, 2023, 9:02 p.m.Duration: 2 minutes 59 seconds
Listed in: Business
Mike Wilson: Are Stocks Beginning to Question Economic Resiliency?
Published: Sept. 5, 2023, 9:42 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
U.S. Consumer: How U.S. Consumers Are Shopping to Go Back to School
Published: Sept. 1, 2023, 8:59 p.m.Duration: 6 minutes 58 seconds
Listed in: Business
Daniel Blake: Japans Surge in GDP Growth
Published: Aug. 31, 2023, 10:36 p.m.Duration: 3 minutes 47 seconds
Listed in: Business
Energy: Are Europes Clean Energy Goals Realistic?
Published: Aug. 30, 2023, 10:38 p.m.Duration: 9 minutes 24 seconds
Listed in: Business
Seth Carpenter: The Global Implications of Chinas Deflation
Published: Aug. 29, 2023, 8:25 p.m.Duration: 3 minutes 53 seconds
Listed in: Business
Vishy Tirupattur: Banking Regulations Could Reduce Available Credit
Published: Aug. 28, 2023, 10:28 p.m.Duration: 4 minutes 25 seconds
Listed in: Business
Andrew Sheets: Is the Fed Done Raising Rates?
Published: Aug. 25, 2023, 7:20 p.m.Duration: 3 minutes 28 seconds
Listed in: Business
Special: Access & Opportunity Podcast
Published: Aug. 24, 2023, 2 p.m.Duration: 2 minutes 41 seconds
Listed in: Business
Michael Zezas: What to Expect from Presidential Debates
Published: Aug. 23, 2023, 5:27 p.m.Duration: 2 minutes 28 seconds
Listed in: Business
Special Encore: Vishy Tirupattur: Corporate Credit Risks Remain
Published: Aug. 22, 2023, 10:15 p.m.Duration: 3 minutes 30 seconds
Listed in: Business
Special Encore: Global Autos: Are Chinas Electric Vehicles Reshaping the Market?
Published: Aug. 21, 2023, 9:34 p.m.Duration: 9 minutes 39 seconds
Listed in: Business
Andrew Sheets: The Positive Side of Higher Rates
Published: Aug. 18, 2023, 6:40 p.m.Duration: 3 minutes 30 seconds
Listed in: Business
Chetan Ahya: Can China Avoid a Lost Decade?
Published: Aug. 17, 2023, 8:50 p.m.Duration: 4 minutes
Listed in: Business
Michael Zezas: The Risks of a U.S. Government Shutdown
Published: Aug. 16, 2023, 8:31 p.m.Duration: 2 minutes 40 seconds
Listed in: Business
Jonathan Garner: A Bullish Turn for India
Published: Aug. 15, 2023, 8:54 p.m.Duration: 4 minutes 32 seconds
Listed in: Business
Mike Wilson: Fiscal Policy Continues to Drive U.S. Economic and Market Performance
Published: Aug. 14, 2023, 8:30 p.m.Duration: 4 minutes 25 seconds
Listed in: Business
U.S. Equities: Valuations Still Matter
Published: Aug. 11, 2023, 11:34 p.m.Duration: 9 minutes 33 seconds
Listed in: Business
Pharmaceuticals: The Investment Opportunity in Obesity Treatment
Published: Aug. 10, 2023, 9:18 p.m.Duration: 6 minutes 34 seconds
Listed in: Business
Michael Zezas: The Impact of New Investment Limitations in China
Published: Aug. 9, 2023, 7:26 p.m.Duration: 2 minutes 29 seconds
Listed in: Business
Social Investing: The Future of Sustainability
Published: Aug. 8, 2023, 9:45 p.m.Duration: 9 minutes 41 seconds
Listed in: Business
U.S Housing: U.S Housing Market Remains Tight for Buyers
Published: Aug. 7, 2023, 9:14 p.m.Duration: 5 minutes 55 seconds
Listed in: Business
Andrew Sheets: Why Are Rates Up and Stocks Down?
Published: Aug. 4, 2023, 8:33 p.m.Duration: 3 minutes 28 seconds
Listed in: Business
Ron Kamdem: Bifurcation in Global Office Real Estate Markets
Published: Aug. 3, 2023, 9:58 p.m.Duration: 3 minutes 57 seconds
Listed in: Business
Michael Zezas: How Will the U.S. Credit Downgrade Affect Markets?
Published: Aug. 3, 2023, 2:01 a.m.Duration: 2 minutes 46 seconds
Listed in: Business
Vishy Tirupattur: Corporate Credit Risks Remain
Published: Aug. 1, 2023, 9:15 p.m.Duration: 3 minutes 24 seconds
Listed in: Business
Mike Wilson: A New Cyclical Upturn?
Published: July 31, 2023, 9:29 p.m.Duration: 3 minutes 30 seconds
Listed in: Business
Andrew Sheets: Unexpected Behavior in Markets
Published: July 28, 2023, 7:08 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
Global Autos: Are Chinas Electric Vehicles Reshaping the Market?
Published: July 27, 2023, 10:32 p.m.Duration: 9 minutes 32 seconds
Listed in: Business
Michael Zezas: Elections and Their Influence on Markets
Published: July 26, 2023, 7:14 p.m.Duration: 3 minutes 6 seconds
Listed in: Business
Mike Wilson: Expanding Valuations in Equity Markets
Published: July 25, 2023, 8:08 p.m.Duration: 3 minutes 22 seconds
Listed in: Business
Erik Woodring: Indias Smartphone Market Poised to Take Off
Published: July 24, 2023, 8:43 p.m.Duration: 3 minutes 54 seconds
Listed in: Business
Japan: A New Era for Japanese Equities
Published: July 21, 2023, 9:32 p.m.Duration: 5 minutes 33 seconds
Listed in: Business
Japan: Finding Opportunity Across Sectors
Published: July 20, 2023, 11:11 p.m.Duration: 8 minutes 8 seconds
Listed in: Business
Chetan Ahya: A Bullish Outlook on Japan
Published: July 19, 2023, 7:35 p.m.Duration: 3 minutes 28 seconds
Listed in: Business
Sarah Wolfe: Student Loan Restart Draws Nearer
Published: July 18, 2023, 7:31 p.m.Duration: 3 minutes 58 seconds
Listed in: Business
Mike Wilson: Disinflation and Equities
Published: July 17, 2023, 8:36 p.m.Duration: 4 minutes
Listed in: Business
Vishy Tirupattur: Are Bonds Primed for a Comeback?
Published: July 14, 2023, 7:05 p.m.Duration: 2 minutes 51 seconds
Listed in: Business
Ravi Shanker: Decarbonizing Aviation
Published: July 13, 2023, 9:20 p.m.Duration: 3 minutes 48 seconds
Listed in: Business
Michael Zezas: Looking to the Treasury Market
Published: July 12, 2023, 9:53 p.m.Duration: 2 minutes 48 seconds
Listed in: Business
Shawn Kim: The Double-Edged Sword of AI Technologies
Published: July 11, 2023, 8:40 p.m.Duration: 3 minutes 6 seconds
Listed in: Business
Mike Wilson: All Eyes on Earnings
Published: July 10, 2023, 8:29 p.m.Duration: 3 minutes 58 seconds
Listed in: Business
James Lord: The Dollars Resiliency
Published: July 7, 2023, 7:12 p.m.Duration: 3 minutes 9 seconds
Listed in: Business
Terence Flynn: AI Opportunities in Healthcare
Published: July 6, 2023, 6:57 p.m.Duration: 2 minutes 54 seconds
Listed in: Business
Michael Zezas: Investing in New Geographies
Published: July 5, 2023, 9:25 p.m.Duration: 2 minutes 51 seconds
Listed in: Business
Special Encore: Asias Economy Outlook - Recovery Picking Up Steam
Published: July 3, 2023, 4 p.m.Duration: 3 minutes 32 seconds
Listed in: Business
Special Encore: Mid-Year U.S. Consumer Outlook - Spending, Savings and Travel
Published: June 30, 2023, 7:02 p.m.Duration: 7 minutes 40 seconds
Listed in: Business
U.S Housing: The Market Is Not a Monolith
Published: June 29, 2023, 8:47 p.m.Duration: 6 minutes 5 seconds
Listed in: Business
Corporate Credit Outlook: Higher Interest Rates Challenge Lower-Quality Borrowers
Published: June 28, 2023, 8:19 p.m.Duration: 3 minutes 17 seconds
Listed in: Business
Ed Stanley: Key Lessons as AI Goes Mainstream
Published: June 27, 2023, 7:16 p.m.Duration: 5 minutes 16 seconds
Listed in: Business
Emerging Markets: Climate Finance and Credit
Published: June 26, 2023, 8:36 p.m.Duration: 8 minutes 22 seconds
Listed in: Business
Mid-Year U.S. Dollar Outlook: An Important Driver for Returns
Published: June 23, 2023, 5:57 p.m.Duration: 2 minutes 33 seconds
Listed in: Business
Mid-Year U.S. Economic Outlook: Will the Fed Continue to Hike?
Published: June 22, 2023, 3:38 p.m.Duration: 2 minutes 41 seconds
Listed in: Business
Mid-Year Global Oil Outlook: Neutral or Constructive?
Published: June 21, 2023, 8:25 p.m.Duration: 4 minutes 28 seconds
Listed in: Business
Mid-Year Macro Markets Outlook: Slow Growth and Sticky Inflation
Published: June 21, 2023, 3:15 p.m.Duration: 3 minutes 15 seconds
Listed in: Business
Fixed Income: A Sweet Spot for Munis
Published: June 16, 2023, 7:40 p.m.Duration: 4 minutes 56 seconds
Listed in: Business
Asias Economy Outlook: Recovery Picking Up Steam
Published: June 15, 2023, 6:25 p.m.Duration: 3 minutes 29 seconds
Listed in: Business
Andrew Sheets: Will Markets Stay Resilient?
Published: June 14, 2023, 7:25 p.m.Duration: 3 minutes 25 seconds
Listed in: Business
European Equities Outlook: Short-Term Pain, Long-Term Gain
Published: June 13, 2023, 7:51 p.m.Duration: 3 minutes 40 seconds
Listed in: Business
Mike Wilson: A Historically Concentrated Market
Published: June 12, 2023, 9:20 p.m.Duration: 4 minutes 34 seconds
Listed in: Business
Mid-Year Strategy Outlook: Risk/Reward in Currency and Commodities
Published: June 9, 2023, 8:29 p.m.Duration: 9 minutes 34 seconds
Listed in: Business
Mid-Year Economic Outlook: A Dichotomy Worth Watching
Published: June 8, 2023, 11:13 p.m.Duration: 10 minutes 53 seconds
Listed in: Business
Michael Zezas: After the Debt Ceiling, Whats Next?
Published: June 7, 2023, 9:41 p.m.Duration: 2 minutes 15 seconds
Listed in: Business
Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel
Published: June 6, 2023, 10:20 p.m.Duration: 7 minutes 36 seconds
Listed in: Business
Mike Wilson: Earnings Cycle Still Running Short and Hot
Published: June 5, 2023, 9:57 p.m.Duration: 3 minutes 33 seconds
Listed in: Business
Special Encore: Erik Woodring: Are PCs on the Rebound?
Published: June 2, 2023, 5:24 p.m.Duration: 3 minutes 55 seconds
Listed in: Business
Adam Jonas: The Inconvenient Truths About EV Batteries
Published: June 1, 2023, 9:12 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
Michael Zezas: A Step Forward in the Debt-Ceiling Debate
Published: May 31, 2023, 7:20 p.m.Duration: 2 minutes 19 seconds
Listed in: Business
Seth Carpenter: Government Bonds and the Debt Ceiling
Published: May 30, 2023, 8 p.m.Duration: 3 minutes 11 seconds
Listed in: Business
Andrew Sheets: Unresolved Questions Create Market Uncertainty
Published: May 26, 2023, 7:17 p.m.Duration: 3 minutes 12 seconds
Listed in: Business
Jonathan Garner: Japans Equities Continue to Rally
Published: May 25, 2023, 8:32 p.m.Duration: 2 minutes 47 seconds
Listed in: Business
Michael Zezas: The G7 Meeting and its Impact on Markets
Published: May 24, 2023, 6:23 p.m.Duration: 2 minutes 22 seconds
Listed in: Business
U.S Housing: Is there Still Strength in the Housing Market?
Published: May 23, 2023, 8:37 p.m.Duration: 6 minutes 37 seconds
Listed in: Business
Mike Wilson: Beware a False Market Breakout
Published: May 22, 2023, 10:20 p.m.Duration: 4 minutes 15 seconds
Listed in: Business
Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?
Published: May 19, 2023, 6:54 p.m.Duration: 2 minutes 57 seconds
Listed in: Business
Andrew Sheets: Is Market Volatility on the Decline?
Published: May 18, 2023, 6:47 p.m.Duration: 3 minutes 7 seconds
Listed in: Business
Vishy Tirupattur: The Outlook for Lending
Published: May 17, 2023, 8:18 p.m.Duration: 3 minutes 40 seconds
Listed in: Business
Mike Wilson: Investors Face Uncertainty in Stock Performance
Published: May 16, 2023, 9:49 p.m.Duration: 4 minutes 52 seconds
Listed in: Business
Special Encore: Mark Purcell: The Evolution of Cancer Medicines
Published: May 15, 2023, 10:36 p.m.Duration: 3 minutes 41 seconds
Listed in: Business
Sustainability: Tech Transformation in the Education Market
Published: May 12, 2023, 10:02 p.m.Duration: 9 minutes 37 seconds
Listed in: Business
Erik Woodring: Are PCs on the Rebound?
Published: May 11, 2023, 8:10 p.m.Duration: 3 minutes 47 seconds
Listed in: Business
Michael Zezas: Debt Ceiling Uncertainty and Financial Markets
Published: May 10, 2023, 8:57 p.m.Duration: 2 minutes 39 seconds
Listed in: Business
Martijn Rats: A Change in the Global Oil Market
Published: May 9, 2023, 8:51 p.m.Duration: 3 minutes 33 seconds
Listed in: Business
Mike Wilson: Earnings, The Fed and Consumer Spending
Published: May 8, 2023, 10:07 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
Andrew Sheets: The Prospect of a Pause in Rate Hikes
Published: May 5, 2023, 6:54 p.m.Duration: 2 minutes 46 seconds
Listed in: Business
Graham Secker: Will European Equity Resilience Continue?
Published: May 4, 2023, 8:44 p.m.Duration: 3 minutes 40 seconds
Listed in: Business
Michael Zezas: Congress Contends with the Debt Ceiling
Published: May 3, 2023, 8:50 p.m.Duration: 2 minutes 33 seconds
Listed in: Business
Global Economy: Global Challenges Drive Productivity Investment
Published: May 2, 2023, 9:50 p.m.Duration: 6 minutes 9 seconds
Listed in: Business
Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation
Published: May 1, 2023, 9:55 p.m.Duration: 3 minutes 9 seconds
Listed in: Business
Ed Stanley: The Risky Path to a Multipolar World
Published: April 28, 2023, 8:30 p.m.Duration: 3 minutes 12 seconds
Listed in: Business
Matthew Hornbach: The Return of Government Bonds
Published: April 27, 2023, 11:33 p.m.Duration: 3 minutes 22 seconds
Listed in: Business
Michael Zezas: The Great Productivity Race
Published: April 26, 2023, 7:30 p.m.Duration: 2 minutes 42 seconds
Listed in: Business
Andrew Sheets: The U.S. Dollar and Cross-Asset Portfolios
Published: April 25, 2023, 7:27 p.m.Duration: 2 minutes 59 seconds
Listed in: Business
Sustainability: Decarbonization in the Steel Industry
Published: April 24, 2023, 10:22 p.m.Duration: 8 minutes 29 seconds
Listed in: Business
Andrew Sheets: What is Behind Equity Market Strength?
Published: April 21, 2023, 7:46 p.m.Duration: 3 minutes 15 seconds
Listed in: Business
Mark Purcell: The Evolution of Cancer Medicines
Published: April 20, 2023, 8:34 p.m.Duration: 3 minutes 33 seconds
Listed in: Business
Michael Zezas: The Costs of a Multipolar World
Published: April 19, 2023, 7:11 p.m.Duration: 2 minutes 38 seconds
Listed in: Business
Vishy Tirupattur: Tumult in the Banking Sector
Published: April 18, 2023, 6:27 p.m.Duration: 4 minutes 3 seconds
Listed in: Business
Mike Wilson: Credit Crunch in the U.S Equity Markets
Published: April 17, 2023, 8:42 p.m.Duration: 4 minutes 6 seconds
Listed in: Business
Sustainability: The Risks and Benefits of A.I
Published: April 14, 2023, 8:56 p.m.Duration: 8 minutes 22 seconds
Listed in: Business
Jonathan Garner: Asia Equities Rally Once More
Published: April 13, 2023, 5:46 p.m.Duration: 3 minutes 3 seconds
Listed in: Business
Chetan Ahya: Global Impacts on Asia's Growth
Published: April 12, 2023, 9:33 p.m.Duration: 3 minutes 47 seconds
Listed in: Business
U.S Housing: The Future of Mortgage Markets
Published: April 11, 2023, 11:22 p.m.Duration: 4 minutes 13 seconds
Listed in: Business
Diego Anzoategui: Goods, Services and the Shape of Chinas Reopening
Published: April 10, 2023, 11:20 p.m.Duration: 3 minutes 45 seconds
Listed in: Business
Ellen Zentner: The Lagging Effects of Loan Growth
Published: April 6, 2023, 8:28 p.m.Duration: 3 minutes 12 seconds
Listed in: Business
Michael Zezas: What the X-Date Means for Investors
Published: April 5, 2023, 8:04 p.m.Duration: 2 minutes 43 seconds
Listed in: Business
Seth Carpenter: Chinas Impact on Global Growth
Published: April 4, 2023, 8:30 p.m.Duration: 3 minutes 41 seconds
Listed in: Business
Mike Wilson: Not All Bank Reserves Are Created Equal
Published: April 3, 2023, 11:11 p.m.Duration: 3 minutes 42 seconds
Listed in: Business
Andrew Sheets: Be Careful What You Wish For
Published: March 31, 2023, 9:26 p.m.Duration: 3 minutes 20 seconds
Listed in: Business
Vishy Tirupattur: A Challenging Road for Commercial Real Estate
Published: March 30, 2023, 8:57 p.m.Duration: 3 minutes 18 seconds
Listed in: Business
Lauren Schenk: Analyzing the Online Dating Market
Published: March 29, 2023, 9:16 p.m.Duration: 3 minutes 2 seconds
Listed in: Business
Introducing: What Should I Do With My Money?
Published: March 29, 2023, 11:30 a.m.Duration: 2 minutes 50 seconds
Listed in: Business
Graham Secker: A Moment of Calm for European Equities
Published: March 28, 2023, 7:42 p.m.Duration: 3 minutes 8 seconds
Listed in: Business
Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?
Published: March 27, 2023, 8:44 p.m.Duration: 3 minutes 58 seconds
Listed in: Business
Global Economy: Central Bank Policy in a Time of Volatility
Published: March 25, 2023, 12:21 a.m.Duration: 9 minutes 3 seconds
Listed in: Business
Special Encore: U.S. Pharmaceuticals - The Future of Genetic Medicine
Published: March 23, 2023, 7:06 p.m.Duration: 8 minutes
Listed in: Business
Global Thematics: Emerging Markets Face Rising Debt Levels
Published: March 22, 2023, 9:16 p.m.Duration: 6 minutes 36 seconds
Listed in: Business
Vishy Tirupattur: The Coming Challenges for Bank Credit
Published: March 21, 2023, 8:33 p.m.Duration: 3 minutes 10 seconds
Listed in: Business
Mike Wilson: The Risk of a Credit Crunch
Published: March 20, 2023, 7:55 p.m.Duration: 3 minutes 55 seconds
Listed in: Business
Sustainability: Energy-Efficient Buildings in Europe
Published: March 17, 2023, 8:35 p.m.Duration: 5 minutes 40 seconds
Listed in: Business
Michael Zezas: A New Dynamic for U.S. Banking
Published: March 16, 2023, 7:03 p.m.Duration: 2 minutes 8 seconds
Listed in: Business
Cryptocurrency: The Issue of Regulation
Published: March 15, 2023, 10:09 p.m.Duration: 8 minutes 49 seconds
Listed in: Business
Martijn Rats: Differing Prospects for Oil & Gas
Published: March 14, 2023, 7:30 p.m.Duration: 4 minutes 24 seconds
Listed in: Business
Mike Wilson: What Bank Wind-Downs Mean for Equities
Published: March 13, 2023, 10:08 p.m.Duration: 3 minutes 52 seconds
Listed in: Business
U.S. Tech: The Future of Artificial Intelligence
Published: March 10, 2023, 10:55 p.m.Duration: 11 minutes 35 seconds
Listed in: Business
Andrew Sheets: A Test for U.S. Growth
Published: March 9, 2023, 8:21 p.m.Duration: 3 minutes 1 second
Listed in: Business
Chetan Ahya: Is Asias Growth Bouncing Back?
Published: March 8, 2023, 8:02 p.m.Duration: 3 minutes 29 seconds
Listed in: Business
Special Encore: Andrew Sheets - The Impact of High Short-Term Yields
Published: March 7, 2023, 10:37 p.m.Duration: 3 minutes 10 seconds
Listed in: Business
Mike Wilson: A Strong Rebound for Markets
Published: March 6, 2023, 10:40 p.m.Duration: 3 minutes 46 seconds
Listed in: Business
U.S. Economy: The Next American Productivity Renaissance, Pt. 1
Published: March 2, 2023, 9:16 p.m.Duration: 8 minutes 16 seconds
Listed in: Business
Michael Zezas: The Global Impact of the Inflation Reduction Act
Published: March 1, 2023, 8:08 p.m.Duration: 2 minutes 13 seconds
Listed in: Business
Sarah Wolfe: The Fed Versus Economic Resilience
Published: Feb. 28, 2023, 9:49 p.m.Duration: 3 minutes 22 seconds
Listed in: Business
Mike Wilson: Is the Worst of this Earnings Cycle Still Ahead?
Published: Feb. 27, 2023, 8:55 p.m.Duration: 3 minutes 8 seconds
Listed in: Business
Andrew Sheets: The Impact of High Short-Term Yields
Published: Feb. 24, 2023, 8:36 p.m.Duration: 3 minutes 3 seconds
Listed in: Business
Sustainability: Carbon Offsets and the Issue of Greenwashing
Published: Feb. 24, 2023, 1:01 a.m.Duration: 8 minutes 8 seconds
Listed in: Business
U.S. Housing: Is Activity About to Pick Up?
Published: Feb. 22, 2023, 10:35 p.m.Duration: 6 minutes 31 seconds
Listed in: Business
Graham Secker: Are European Equities Still Providing Safety?
Published: Feb. 21, 2023, 8:19 p.m.Duration: 3 minutes 14 seconds
Listed in: Business
Andrew Sheets: Falling Expectations for Global Equities
Published: Feb. 17, 2023, 8:11 p.m.Duration: 3 minutes 11 seconds
Listed in: Business
Daniel Blake: The End of an Era for Japan
Published: Feb. 16, 2023, 9:10 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
Michael Zezas: Understanding the Impact of Elections
Published: Feb. 15, 2023, 9:14 p.m.Duration: 2 minutes 33 seconds
Listed in: Business
U.S. Consumer: Whats Coming for Spending in 2023?
Published: Feb. 14, 2023, 8:45 p.m.Duration: 7 minutes 43 seconds
Listed in: Business
Seth Carpenter: Can Inflation Continue To Come Down?
Published: Feb. 13, 2023, 10:24 p.m.Duration: 4 minutes 35 seconds
Listed in: Business
Andrew Sheets: The Complexities of Market Risk
Published: Feb. 10, 2023, 6:53 p.m.Duration: 2 minutes 38 seconds
Listed in: Business
Vishy Tirupattur: A Change in Fed Policy Expectations
Published: Feb. 9, 2023, 8:58 p.m.Duration: 3 minutes 39 seconds
Listed in: Business
Michael Zezas: The State of U.S. Policy
Published: Feb. 8, 2023, 9:36 p.m.Duration: 2 minutes 47 seconds
Listed in: Business
Latin America Economy: The Possibility of Opportunity in 2023
Published: Feb. 7, 2023, 10:50 p.m.Duration: 8 minutes 42 seconds
Listed in: Business
U.S. Pharmaceuticals: The Future of Genetic Medicine
Published: Feb. 6, 2023, 9:48 p.m.Duration: 7 minutes 52 seconds
Listed in: Business
Andrew Sheets: Where Could Market Strength Persist?
Published: Feb. 3, 2023, 8:27 p.m.Duration: 3 minutes 14 seconds
Listed in: Business
Jonathan Garner: Tracking Asia and EM Outperformance
Published: Feb. 2, 2023, 9:19 p.m.Duration: 3 minutes 15 seconds
Listed in: Business
Michael Zezas: U.S. Policy and Investment Restrictions on China
Published: Feb. 1, 2023, 7:58 p.m.Duration: 2 minutes 20 seconds
Listed in: Business
Matt Hornbach: A Narrative of Declining Inflation
Published: Jan. 31, 2023, 9:17 p.m.Duration: 2 minutes 57 seconds
Listed in: Business
Mike Wilson: Fighting the Fear of Missing Out
Published: Jan. 30, 2023, 9:48 p.m.Duration: 3 minutes 44 seconds
Listed in: Business
Andrew Sheets: The Choice Between Equities and Cash
Published: Jan. 27, 2023, 7:58 p.m.Duration: 2 minutes 25 seconds
Listed in: Business
Graham Secker: An Upturn for European Equities
Published: Jan. 26, 2023, 8:53 p.m.Duration: 4 minutes 22 seconds
Listed in: Business
U.S. Economy: Renegotiating the Debt Ceiling
Published: Jan. 25, 2023, 10:24 p.m.Duration: 9 minutes 26 seconds
Listed in: Business
U.S. Retail: A Tale of Two Halves
Published: Jan. 24, 2023, 10:53 p.m.Duration: 10 minutes 3 seconds
Listed in: Business
Mike Wilson: A Shift in Recession Views
Published: Jan. 23, 2023, 10:06 p.m.Duration: 3 minutes 57 seconds
Listed in: Business
Andrew Sheets: What is an Optimal Asset Allocation?
Published: Jan. 20, 2023, 9:01 p.m.Duration: 3 minutes 1 second
Listed in: Business
U.S. Housing: Will Activity Continue to Slow?
Published: Jan. 19, 2023, 9:05 p.m.Duration: 5 minutes 19 seconds
Listed in: Business
Michael Zezas: The Year of the Long-Term Investor
Published: Jan. 18, 2023, 8:26 p.m.Duration: 3 minutes 8 seconds
Listed in: Business
Ed Stanley: Key Themes for 2023
Published: Jan. 17, 2023, 9:43 p.m.Duration: 4 minutes 49 seconds
Listed in: Business
Andrew Sheets: Will Emerging Market Outperformance Hold?
Published: Jan. 13, 2023, 8:55 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
Michael Zezas: Bringing Semiconductors to North America
Published: Jan. 12, 2023, 6:11 p.m.Duration: 2 minutes 23 seconds
Listed in: Business
Quantitative Strategies: A 2023 Return?
Published: Jan. 11, 2023, 11:59 p.m.Duration: 9 minutes 32 seconds
Listed in: Business
Mike Wilson: Challenging the Consensus on 2023
Published: Jan. 10, 2023, 9:20 p.m.Duration: 4 minutes 18 seconds
Listed in: Business
Martijn Rats: The 2023 Global Oil Outlook
Published: Jan. 9, 2023, 9:16 p.m.Duration: 4 minutes 23 seconds
Listed in: Business
Andrew Sheets: Lessons from Last Year
Published: Jan. 6, 2023, 9:21 p.m.Duration: 3 minutes 25 seconds
Listed in: Business
Chetan Ahya: Has Inflation in Asia Peaked?
Published: Jan. 5, 2023, 7:56 p.m.Duration: 3 minutes 33 seconds
Listed in: Business
Michael Zezas: Gridlock in the House of Representatives
Published: Jan. 4, 2023, 9:34 p.m.Duration: 3 minutes 24 seconds
Listed in: Business
Terence Flynn: The Next Blockbuster for Pharma?
Published: Jan. 3, 2023, 10:44 p.m.Duration: 3 minutes 12 seconds
Listed in: Business
End-of-Year Encore: 2023 Global Macro Outlook - A Different Kind of Year
Published: Dec. 30, 2022, 6 p.m.Duration: 11 minutes 31 seconds
Listed in: Business
End-of-Year Encore: Global Thematics - Whats Behind Indias Growth Story?
Published: Dec. 29, 2022, 6 p.m.Duration: 7 minutes 31 seconds
Listed in: Business
End-of-Year Encore: Ellen Zentner - Is the U.S. Headed for a Soft Landing?
Published: Dec. 28, 2022, 6 p.m.Duration: 4 minutes 53 seconds
Listed in: Business
End-of-Year Encore: U.S. Outlook - What Are The Key Debates for 2023?
Published: Dec. 27, 2022, 6 p.m.Duration: 10 minutes 17 seconds
Listed in: Business
End-of-Year Encore: U.S. Housing - How Far Will the Market Fall?
Published: Dec. 23, 2022, 6 p.m.Duration: 7 minutes 25 seconds
Listed in: Business
Andrew Sheets: Which Economic Indicators are the Most Useful?
Published: Dec. 22, 2022, 6:05 p.m.Duration: 3 minutes 13 seconds
Listed in: Business
Michael Zezas: Legislation to Watch in 2023
Published: Dec. 21, 2022, 7:48 p.m.Duration: 2 minutes 33 seconds
Listed in: Business
Global Thematics: A Breakthrough in Nuclear Fusion
Published: Dec. 20, 2022, 11:35 p.m.Duration: 8 minutes 4 seconds
Listed in: Business
Mike Wilson: Have Markets Fully Priced an Earnings Decline?
Published: Dec. 19, 2022, 9:47 p.m.Duration: 3 minutes 58 seconds
Listed in: Business
Andrew Sheets: What Will the End of Rate Hikes Mean?
Published: Dec. 16, 2022, 8:18 p.m.Duration: 3 minutes 28 seconds
Listed in: Business
Sarah Wolfe: Are Consumers Going to Pull Back on Spending?
Published: Dec. 15, 2022, 8:04 p.m.Duration: 4 minutes 2 seconds
Listed in: Business
Global Thematics: Earthshots Take on Climate Change
Published: Dec. 14, 2022, 10:15 p.m.Duration: 9 minutes 20 seconds
Listed in: Business
Ravi Shanker: A Bullish Outlook for Airlines
Published: Dec. 13, 2022, 7:08 p.m.Duration: 3 minutes 8 seconds
Listed in: Business
2023 Emerging Markets Outlook: Brighter Days Ahead
Published: Dec. 12, 2022, 10:52 p.m.Duration: 5 minutes 33 seconds
Listed in: Business
Andrew Sheets: A More Promising Start to 2023
Published: Dec. 9, 2022, 9:01 p.m.Duration: 3 minutes 17 seconds
Listed in: Business
2023 Chinese Economic Outlook: The Path Towards Reopening
Published: Dec. 8, 2022, 10:38 p.m.Duration: 6 minutes 55 seconds
Listed in: Business
Global Thematics: Whats Behind Indias Growth Story?
Published: Dec. 7, 2022, 10:43 p.m.Duration: 7 minutes 21 seconds
Listed in: Business
Matt Hornbach: Key Currency Trends for 2023
Published: Dec. 6, 2022, 8:42 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
Mike Wilson: Why Did Treasury Bonds Rally?
Published: Dec. 5, 2022, 10:22 p.m.Duration: 3 minutes 52 seconds
Listed in: Business
Ellen Zentner: Is the U.S. Headed for a Soft Landing?
Published: Dec. 2, 2022, 8:30 p.m.Duration: 4 minutes 43 seconds
Listed in: Business
Jonathan Garner: A Bullish Turn on Asia and Emerging Markets
Published: Dec. 1, 2022, 10:23 p.m.Duration: 4 minutes 15 seconds
Listed in: Business
Michael Zezas: What Will Chinas Reopening Mean for the U.S.?
Published: Nov. 30, 2022, 8:39 p.m.Duration: 2 minutes 27 seconds
Listed in: Business
Stephen Byrd: A New Approach to ESG
Published: Nov. 29, 2022, 8:59 p.m.Duration: 3 minutes 41 seconds
Listed in: Business
2023 European Outlook: Recession & Beyond
Published: Nov. 28, 2022, 9:20 p.m.Duration: 7 minutes 6 seconds
Listed in: Business
Michelle Weaver: A Very Different Holiday Shopping Season
Published: Nov. 25, 2022, 7 p.m.Duration: 3 minutes 7 seconds
Listed in: Business
Michael Zezas: Mixed News from the U.S./China Meeting
Published: Nov. 23, 2022, 6:06 p.m.Duration: 2 minutes 50 seconds
Listed in: Business
U.S. Outlook: What Are The Key Debates for 2023?
Published: Nov. 22, 2022, 9:56 p.m.Duration: 10 minutes 8 seconds
Listed in: Business
Mike Wilson: When Will Market Volatility Subside?
Published: Nov. 21, 2022, 9:55 p.m.Duration: 3 minutes 34 seconds
Listed in: Business
Robin Xing: Chinas 20th Party Congress Commits to Growth
Published: Nov. 18, 2022, 9:18 p.m.Duration: 4 minutes 11 seconds
Listed in: Business
U.S. Housing: How Far Will the Market Fall?
Published: Nov. 17, 2022, 10 p.m.Duration: 7 minutes 16 seconds
Listed in: Business
2023 Global Strategy Outlook: Big Shifts in Dynamics
Published: Nov. 17, 2022, 12:15 a.m.Duration: 9 minutes 59 seconds
Listed in: Business
2023 Global Macro Outlook: A Different Kind of Year
Published: Nov. 16, 2022, 12:57 a.m.Duration: 11 minutes 20 seconds
Listed in: Business
Mike Wilson: Dealing With the Late Cycle Stage
Published: Nov. 14, 2022, 10:59 p.m.Duration: 4 minutes 20 seconds
Listed in: Business
Global Tech: Whats Next for EdTech?
Published: Nov. 11, 2022, 5 p.m.Duration: 5 minutes 6 seconds
Listed in: Business
Michael Zezas: The Midterm Elections Market Impact
Published: Nov. 10, 2022, 9:44 p.m.Duration: 2 minutes 8 seconds
Listed in: Business
Stephan Kessler: What Does the Future Hold for ESG Investing?
Published: Nov. 9, 2022, 9:04 p.m.Duration: 3 minutes 29 seconds
Listed in: Business
U.S. Media: Will Streaming Overtake Traditional Cable?
Published: Nov. 8, 2022, 10:35 p.m.Duration: 6 minutes 21 seconds
Listed in: Business
Mike Wilson: Is the U.S. Equity Rally Over?
Published: Nov. 7, 2022, 8:41 p.m.Duration: 3 minutes 57 seconds
Listed in: Business
Andrew Sheets: A Swing Towards Bonds?
Published: Nov. 4, 2022, 6:03 p.m.Duration: 3 minutes 2 seconds
Listed in: Business
Labor: Are People Returning to Work?
Published: Nov. 3, 2022, 10:02 p.m.Duration: 4 minutes 57 seconds
Listed in: Business
Michael Zezas: Preparing for an Uncertain Election
Published: Nov. 2, 2022, 8:56 p.m.Duration: 3 minutes 15 seconds
Listed in: Business
Private Markets: Uncertainty in the Golden Age
Published: Nov. 1, 2022, 9:28 p.m.Duration: 6 minutes 48 seconds
Listed in: Business
Mike Wilson: Has the Fed Gone Far Enough?
Published: Oct. 31, 2022, 8:36 p.m.Duration: 4 minutes 15 seconds
Listed in: Business
U.K. Economy: Volatility's Impact Across Markets
Published: Oct. 28, 2022, 9:20 p.m.Duration: 9 minutes 13 seconds
Listed in: Business
U.K. Economy: All Eyes on the U.K.
Published: Oct. 27, 2022, 11:12 p.m.Duration: 8 minutes 3 seconds
Listed in: Business
Seth Carpenter: The Next Steps for the Bank of England
Published: Oct. 26, 2022, 7:44 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
Michael Zezas: Policy Pressure from the U.S. to China
Published: Oct. 25, 2022, 8:34 p.m.Duration: 2 minutes 28 seconds
Listed in: Business
Mike Wilson: What is Causing the Market Rally?
Published: Oct. 24, 2022, 9:36 p.m.Duration: 3 minutes 20 seconds
Listed in: Business
Andrew Sheets: The U.K.s Struggle to Bring Down Inflation
Published: Oct. 21, 2022, 7:40 p.m.Duration: 3 minutes 17 seconds
Listed in: Business
Graham Secker: Do European Earnings Have Further to Fall?
Published: Oct. 20, 2022, 8:58 p.m.Duration: 4 minutes 7 seconds
Listed in: Business
ESG: How will Evolving Regulations Affect Investment?
Published: Oct. 19, 2022, 8:29 p.m.Duration: 6 minutes 12 seconds
Listed in: Business
Matthew Hornbach: Why U.S. Public Debt Matters
Published: Oct. 18, 2022, 7:59 p.m.Duration: 3 minutes 21 seconds
Listed in: Business
Mike Wilson: Will Bond Markets Follow the Fed?
Published: Oct. 17, 2022, 8:55 p.m.Duration: 3 minutes 22 seconds
Listed in: Business
Andrew Sheets: Overseas, Currency Matters
Published: Oct. 14, 2022, 6:38 p.m.Duration: 3 minutes 55 seconds
Listed in: Business
ESG: A New Framework for Utilities
Published: Oct. 13, 2022, 8:13 p.m.Duration: 5 minutes 24 seconds
Listed in: Business
U.S. Economy: Is Inventory Outpacing Sales?
Published: Oct. 12, 2022, 9:23 p.m.Duration: 4 minutes 22 seconds
Listed in: Business
Seth Carpenter: The Political Economy
Published: Oct. 11, 2022, 7:42 p.m.Duration: 4 minutes 48 seconds
Listed in: Business
Mike Wilson: Earnings Begin to Guide Lower
Published: Oct. 10, 2022, 9:26 p.m.Duration: 3 minutes 49 seconds
Listed in: Business
Chetan Ahya: When Will Chinas Economy Reopen?
Published: Oct. 7, 2022, 7:31 p.m.Duration: 3 minutes 3 seconds
Listed in: Business
U.S. Housing: Are Home Prices Decelerating?
Published: Oct. 6, 2022, 9:25 p.m.Duration: 6 minutes 52 seconds
Listed in: Business
Michael Zezas: Shifting Global Supply Chains
Published: Oct. 5, 2022, 6:47 p.m.Duration: 2 minutes 44 seconds
Listed in: Business
Vishy Tirupattur: Can Corporate Credit Provide Shelter?
Published: Oct. 4, 2022, 9:15 p.m.Duration: 3 minutes 55 seconds
Listed in: Business
Mike Wilson: The Problem with the U.S. Dollar
Published: Oct. 3, 2022, 8:04 p.m.Duration: 4 minutes 22 seconds
Listed in: Business
Global Macro: Intervention & Inflation
Published: Sept. 30, 2022, 8:13 p.m.Duration: 10 minutes 14 seconds
Listed in: Business
Jonathan Garner: An Unusual Cycle for Asia and EM Equities
Published: Sept. 29, 2022, 6:54 p.m.Duration: 3 minutes 21 seconds
Listed in: Business
Ellen Zentner: The Narrowing Path for a Soft Landing
Published: Sept. 28, 2022, 5:52 p.m.Duration: 4 minutes 10 seconds
Listed in: Business
Martijn Rats: Will Oil Prices Continue to Fall?
Published: Sept. 27, 2022, 7:23 p.m.Duration: 3 minutes 47 seconds
Listed in: Business
Mike Wilson: A Sudden Drop for Stocks and Bonds
Published: Sept. 26, 2022, 8:48 p.m.Duration: 3 minutes 50 seconds
Listed in: Business
U.S. Economy: The Fed Continues to Fight Inflation
Published: Sept. 23, 2022, 9:11 p.m.Duration: 7 minutes 37 seconds
Listed in: Business
Thematic Investing: Moonshots
Published: Sept. 22, 2022, 8:45 p.m.Duration: 8 minutes 23 seconds
Listed in: Business
Michael Zezas: Why Isnt Fed Hiking Impacting Inflation?
Published: Sept. 21, 2022, 6:46 p.m.Duration: 2 minutes 47 seconds
Listed in: Business
Robin Xing: Can Chinas Economy Stabilize Global Growth?
Published: Sept. 20, 2022, 8:12 p.m.Duration: 4 minutes 5 seconds
Listed in: Business
Seth Carpenter: Tracking the Coming Slowdown
Published: Sept. 19, 2022, 8:36 p.m.Duration: 4 minutes 9 seconds
Listed in: Business
Andrew Sheets: The Case for Credit
Published: Sept. 16, 2022, 7:36 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
U.S. Public Policy: The Impact of Student Loan Forgiveness
Published: Sept. 15, 2022, 8:38 p.m.Duration: 6 minutes 37 seconds
Listed in: Business
Michael Zezas: Why the Midterm Elections Matter
Published: Sept. 14, 2022, 6:57 p.m.Duration: 2 minutes 34 seconds
Listed in: Business
Daniel Blake: The Resilience of Japanese Equities
Published: Sept. 13, 2022, 8:58 p.m.Duration: 3 minutes 49 seconds
Listed in: Business
Graham Secker: European Equities Face Earnings Concerns
Published: Sept. 12, 2022, 8:03 p.m.Duration: 3 minutes 57 seconds
Listed in: Business
Andrew Sheets: The Complex U.K. Economy
Published: Sept. 9, 2022, 8:56 p.m.Duration: 3 minutes 10 seconds
Listed in: Business
Matthew Hornbach: How Markets Price in Quantitative Tightening
Published: Sept. 8, 2022, 8:11 p.m.Duration: 4 minutes 2 seconds
Listed in: Business
U.S. Housing: Will Housing Prices Continue to Rise?
Published: Sept. 7, 2022, 7:38 p.m.Duration: 5 minutes 42 seconds
Listed in: Business
Mike Wilson: Preparing for an Icy Winter
Published: Sept. 6, 2022, 10:17 p.m.Duration: 4 minutes 22 seconds
Listed in: Business
Andrew Sheets: The State of Play in Markets Globally
Published: Sept. 2, 2022, 7:27 p.m.Duration: 3 minutes 26 seconds
Listed in: Business
Chetan Ahya: Why are Asias Exports Deflating?
Published: Sept. 1, 2022, 8:20 p.m.Duration: 4 minutes 6 seconds
Listed in: Business
Serena Tang: Global Cross-Asset Risk Premiums
Published: Aug. 31, 2022, 8:54 p.m.Duration: 4 minutes 18 seconds
Listed in: Business
Seth Carpenter: Is a Global Recession Upon Us?
Published: Aug. 30, 2022, 8:39 p.m.Duration: 3 minutes 47 seconds
Listed in: Business
Mike Wilson: The Increasing Risks to Earnings
Published: Aug. 29, 2022, 9:04 p.m.Duration: 4 minutes 18 seconds
Listed in: Business
Andrew Sheets: Is Cash an Efficient Asset Allocation?
Published: Aug. 26, 2022, 7:01 p.m.Duration: 2 minutes 59 seconds
Listed in: Business
Martijn Rats: Rising Gas Prices and Shifting Oil Demand
Published: Aug. 25, 2022, 7:47 p.m.Duration: 3 minutes 46 seconds
Listed in: Business
Jonathan Garner: What's Next for Asia and Emerging Markets?
Published: Aug. 24, 2022, 9:36 p.m.Duration: 4 minutes 4 seconds
Listed in: Business
U.S. Public Policy: The Inflation Reduction Act and Clean Energy
Published: Aug. 23, 2022, 8:01 p.m.Duration: 8 minutes 13 seconds
Listed in: Business
Mike Wilson: Will the Bear Market Rebound Last?
Published: Aug. 22, 2022, 8:02 p.m.Duration: 4 minutes 15 seconds
Listed in: Business
Simon Waever: Is an EM Debt Crisis Coming?
Published: Aug. 19, 2022, 6:52 p.m.Duration: 3 minutes 28 seconds
Listed in: Business
U.S. Public Policy: Tax Provisions in the Inflation Reduction Act
Published: Aug. 18, 2022, 9:11 p.m.Duration: 4 minutes 47 seconds
Listed in: Business
Allocation, Pt. 2: The Value in Diversification
Published: Aug. 17, 2022, 9:43 p.m.Duration: 6 minutes 11 seconds
Listed in: Business
Allocation, Pt. 1: Stock & Bond Correlation Shifts
Published: Aug. 16, 2022, 10:54 p.m.Duration: 9 minutes 54 seconds
Listed in: Business
Ellen Zentner: Cooling Inflation and Shifting Labor Trends
Published: Aug. 15, 2022, 8:42 p.m.Duration: 4 minutes 19 seconds
Listed in: Business
Consumer Spending: Have Consumers Begun to Trade Down?
Published: Aug. 12, 2022, 10:07 p.m.Duration: 5 minutes 40 seconds
Listed in: Business
Sheena Shah: When will Crypto Prices Find a Bottom?
Published: Aug. 11, 2022, 9:09 p.m.Duration: 3 minutes 55 seconds
Listed in: Business
U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?
Published: Aug. 10, 2022, 9:32 p.m.Duration: 4 minutes 48 seconds
Listed in: Business
U.S. Housing: Will New Lending Standards Slow Housing Activity?
Published: Aug. 9, 2022, 7:05 p.m.Duration: 6 minutes 34 seconds
Listed in: Business
Josh Pokrzywinski: Deflationary Opportunities
Published: Aug. 8, 2022, 8:35 p.m.Duration: 3 minutes 59 seconds
Listed in: Business
Andrew Sheets: What Can We Learn from Market Prices?
Published: Aug. 6, 2022, 7:54 a.m.Duration: 3 minutes 13 seconds
Listed in: Business
Michael Zezas: The U.S. and China, a History of Competition
Published: Aug. 4, 2022, 11:03 p.m.Duration: 2 minutes 42 seconds
Listed in: Business
Matthew Hornbach: The Fed Pivot That Wasnt Quite As It Seemed
Published: Aug. 3, 2022, 11:46 p.m.Duration: 3 minutes 39 seconds
Listed in: Business
Pharmaceuticals: The Global Obesity Challenge
Published: Aug. 3, 2022, 12:14 a.m.Duration: 7 minutes 51 seconds
Listed in: Business
Mike Wilson: Are Recession Risks Priced in?
Published: Aug. 1, 2022, 9:34 p.m.Duration: 4 minutes 1 second
Listed in: Business
Andrew Sheets: Is 60:40 Diversification Broken?
Published: July 29, 2022, 6:12 p.m.Duration: 4 minutes 10 seconds
Listed in: Business
Andrew Sheets: Big Moves From The Fed
Published: July 28, 2022, 7:05 p.m.Duration: 3 minutes 25 seconds
Listed in: Business
Michael Zezas: Midterms Remain a Market Factor
Published: July 27, 2022, 8:09 p.m.Duration: 2 minutes 17 seconds
Listed in: Business
Jorge Kuri: Buy Now, Pay Later in Latin America
Published: July 26, 2022, 9:49 p.m.Duration: 3 minutes 42 seconds
Listed in: Business
Mike Wilson: Is this the End of the Bear Market?
Published: July 25, 2022, 8:42 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
Europe: Why is the ECB Increasing their Rate Hikes?
Published: July 22, 2022, 10:53 p.m.Duration: 9 minutes 43 seconds
Listed in: Business
Special Encore: Michelle Weaver - Checking On The Consumer
Published: July 21, 2022, 9:32 p.m.Duration: 4 minutes 16 seconds
Listed in: Business
Special Episode: The Next Phase of ESG
Published: July 20, 2022, 10:36 p.m.Duration: 8 minutes 48 seconds
Listed in: Business
Michelle Weaver: Beneficiaries of Chinas Reopening
Published: July 19, 2022, 10:56 p.m.Duration: 3 minutes 13 seconds
Listed in: Business
Mike Wilson: Preparing for Potential Recession
Published: July 18, 2022, 7:40 p.m.Duration: 3 minutes 27 seconds
Listed in: Business
Andrew Sheets: When Will High Inflation End?
Published: July 15, 2022, 8:12 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
Special Encore: Global Equities - Are Value Stocks on the Rise?
Published: July 14, 2022, 8:09 p.m.Duration: 8 minutes 18 seconds
Listed in: Business
Michael Zezas: Renewed Motivation In Congress
Published: July 13, 2022, 7 p.m.Duration: 2 minutes 41 seconds
Listed in: Business
Graham Secker: Will European Earnings Continue to Fall?
Published: July 12, 2022, 6:52 p.m.Duration: 3 minutes 56 seconds
Listed in: Business
Mike Wilson: U.S. Dollar Strength vs. Earnings Growth
Published: July 11, 2022, 8:56 p.m.Duration: 3 minutes 21 seconds
Listed in: Business
Lauren Schenk: Consumer Spending and Online Dating
Published: July 8, 2022, 9:37 p.m.Duration: 3 minutes 21 seconds
Listed in: Business
Michelle Weaver: Checking On The Consumer
Published: July 7, 2022, 10:57 p.m.Duration: 4 minutes 9 seconds
Listed in: Business
Michael Zezas: The Impact of Tariff Relief
Published: July 6, 2022, 9:07 p.m.Duration: 2 minutes 52 seconds
Listed in: Business
Special Encore: U.S. Housing - Breaking Records not Bubbles
Published: July 5, 2022, 7:03 p.m.Duration: 5 minutes 15 seconds
Listed in: Business
Global Equities: Are Value Stocks on the Rise?
Published: July 1, 2022, 7:28 p.m.Duration: 8 minutes 10 seconds
Listed in: Business
Jonathan Garner: Why Japan Should Have Investors Attention
Published: June 30, 2022, 7:48 p.m.Duration: 4 minutes 15 seconds
Listed in: Business
Michael Zezas: Next Steps for the U.S. and China
Published: June 29, 2022, 7:21 p.m.Duration: 3 minutes 19 seconds
Listed in: Business
U.S. Fixed Income: When will the Treasury Market Rally?
Published: June 28, 2022, 10:07 p.m.Duration: 9 minutes 36 seconds
Listed in: Business
Mike Wilson: The Confounding Bear Market
Published: June 27, 2022, 11 p.m.Duration: 3 minutes 59 seconds
Listed in: Business
Special Encore: Andrew Sheets - How Useful is Investor Sentiment?
Published: June 24, 2022, 5:53 p.m.Duration: 3 minutes 10 seconds
Listed in: Business
Seth Carpenter: A Stark Choice for the European Central Bank
Published: June 23, 2022, 10:45 p.m.Duration: 3 minutes 44 seconds
Listed in: Business
Michael Zezas: Evaluating Anti-Inflation Measures
Published: June 22, 2022, 7:59 p.m.Duration: 2 minutes 36 seconds
Listed in: Business
Mike Wilson: The Increasing Risk of Recession
Published: June 21, 2022, 9:11 p.m.Duration: 4 minutes 2 seconds
Listed in: Business
Andrew Sheets: Balance Sheets Take a Back Seat
Published: June 17, 2022, 6:45 p.m.Duration: 3 minutes 9 seconds
Listed in: Business
U.S. Housing: Breaking Records not Bubbles
Published: June 16, 2022, 9:27 p.m.Duration: 5 minutes 8 seconds
Listed in: Business
Michael Zezas: Can the Muni Market Provide Shelter?
Published: June 15, 2022, 7:38 p.m.Duration: 2 minutes 29 seconds
Listed in: Business
Graham Secker: The High Cost of Capital
Published: June 14, 2022, 8:10 p.m.Duration: 3 minutes 55 seconds
Listed in: Business
Mike Wilson: The Decline in Consumer Sentiment
Published: June 13, 2022, 8:50 p.m.Duration: 3 minutes 57 seconds
Listed in: Business
Robert Rosener: The Continued Rise in Inflation
Published: June 10, 2022, 9:56 p.m.Duration: 3 minutes 24 seconds
Listed in: Business
Andrew Sheets: How Useful is Investor Sentiment?
Published: June 9, 2022, 9:32 p.m.Duration: 3 minutes 3 seconds
Listed in: Business
Seth Carpenter: Spiking Food Prices and the Global Economy
Published: June 8, 2022, 9:36 p.m.Duration: 4 minutes
Listed in: Business
U.S. Politics: How the Midterms Could Affect Your Tax Rates
Published: June 7, 2022, 9:54 p.m.Duration: 5 minutes 19 seconds
Listed in: Business
Mike Wilson: Will Earnings Growth Reaccelerate?
Published: June 6, 2022, 9:36 p.m.Duration: 3 minutes 43 seconds
Listed in: Business
Special Encore: Mid-Year Economic Outlook - Slowing or Stopping?
Published: June 3, 2022, 3:26 p.m.Duration: 10 minutes 29 seconds
Listed in: Business
Andrew Sheets: Are Central Banks Making a Mistake?
Published: June 2, 2022, 9:51 p.m.Duration: 2 minutes 44 seconds
Listed in: Business
U.S. Politics: Market Implications of the Midterm Election
Published: June 1, 2022, 9:54 p.m.Duration: 7 minutes 16 seconds
Listed in: Business
Jonathan Garner: Keeping it Simple in Turbulent Times
Published: May 31, 2022, 7:20 p.m.Duration: 2 minutes 55 seconds
Listed in: Business
Andrew Sheets: The Changing Story of Inflation
Published: May 27, 2022, 7:35 p.m.Duration: 3 minutes 16 seconds
Listed in: Business
Matthew Hornbach: Will Treasury Yields Move Higher?
Published: May 26, 2022, 8:55 p.m.Duration: 3 minutes 15 seconds
Listed in: Business
Asia: Supply Chain Woes, and Opportunities
Published: May 25, 2022, 9:46 p.m.Duration: 7 minutes 52 seconds
Listed in: Business
Sheena Shah: What is Causing the Crypto Downturn?
Published: May 24, 2022, 10:28 p.m.Duration: 3 minutes 55 seconds
Listed in: Business
Mike Wilson: 2022 Mid-Year Takeaways
Published: May 23, 2022, 10:16 p.m.Duration: 3 minutes 38 seconds
Listed in: Business
Andrew Sheets: Finding Order in Market Chaos
Published: May 20, 2022, 9:38 p.m.Duration: 2 minutes 58 seconds
Listed in: Business
Mid-Year Outlook: European Energy & Growth Challenges
Published: May 20, 2022, 12:58 a.m.Duration: 9 minutes 36 seconds
Listed in: Business
Global Politics: The Opportunity for Mexico
Published: May 18, 2022, 11:37 p.m.Duration: 5 minutes 47 seconds
Listed in: Business
Mid-Year Economic Outlook: Slowing or Stopping?
Published: May 18, 2022, 12:22 a.m.Duration: 10 minutes 22 seconds
Listed in: Business
Graham Secker: The Mid-Year Outlook for European Markets
Published: May 16, 2022, 9:56 p.m.Duration: 3 minutes 53 seconds
Listed in: Business
Todd Castagno: Should Shareholders Care About Stock-Based Compensation?
Published: May 13, 2022, 9:57 p.m.Duration: 3 minutes 14 seconds
Listed in: Business
Andrew Ruben: Can eCommerce Sustain its Uptrend?
Published: May 12, 2022, 10:48 p.m.Duration: 4 minutes 20 seconds
Listed in: Business
Special Encore: Transportation - Untangling the Supply Chain
Published: May 11, 2022, 8:04 p.m.Duration: 9 minutes 47 seconds
Listed in: Business
Michael Zezas: Supply Chains and the Course for Inflation
Published: May 10, 2022, 10:22 p.m.Duration: 3 minutes 22 seconds
Listed in: Business
Energy: European Power Prices Continue to Climb
Published: May 9, 2022, 11:08 p.m.Duration: 7 minutes 12 seconds
Listed in: Business
Andrew Sheets: Are Oil and Stock Prices Now Disconnected?
Published: May 6, 2022, 8:16 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
Labor: The Rise of the Multi-Earner Economy
Published: May 6, 2022, 1:16 a.m.Duration: 8 minutes 37 seconds
Listed in: Business
Andrew Sheets: Having Rules to Follow Helps In Uncertain Times
Published: May 4, 2022, 9:08 p.m.Duration: 4 minutes 9 seconds
Listed in: Business
Michael Zezas: What's Next for U.S./China Trade?
Published: May 3, 2022, 11:20 p.m.Duration: 3 minutes 24 seconds
Listed in: Business
Credit: The Income is Back in Fixed Income
Published: May 3, 2022, 12:06 a.m.Duration: 8 minutes 26 seconds
Listed in: Business
Retail Investing, Pt. 2: ESG and Fixed Income
Published: April 29, 2022, 7:47 p.m.Duration: 9 minutes 1 second
Listed in: Business
Retail Investing, Pt. 1: International Exposure
Published: April 28, 2022, 10:46 p.m.Duration: 8 minutes 45 seconds
Listed in: Business
Michael Zezas: Legislation that Matters to Markets
Published: April 27, 2022, 8:21 p.m.Duration: 3 minutes 9 seconds
Listed in: Business
Transportation: Untangling the Supply Chain
Published: April 26, 2022, 10:13 p.m.Duration: 9 minutes 31 seconds
Listed in: Business
Mike Wilson: U.S. Stocks and the Oncoming Slowdown
Published: April 25, 2022, 9:53 p.m.Duration: 3 minutes 28 seconds
Listed in: Business
Jonathan Garner: Looking for Alternatives to Emerging Markets
Published: April 22, 2022, 7:12 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
Andrew Sheets: Can Bonds Once Again Play Defense?
Published: April 21, 2022, 9:01 p.m.Duration: 3 minutes 38 seconds
Listed in: Business
Graham Secker: A Cautious View on European Stocks
Published: April 20, 2022, 7:07 p.m.Duration: 4 minutes 26 seconds
Listed in: Business
Robert Rosener: How U.S. Businesses See the Road Ahead
Published: April 20, 2022, 12:02 a.m.Duration: 4 minutes 5 seconds
Listed in: Business
Mike Wilson: Inflation Drags on Forward Earnings
Published: April 19, 2022, 12:11 a.m.Duration: 4 minutes 12 seconds
Listed in: Business
U.S. Economy: When to Worry About the Yield Curve
Published: April 15, 2022, 11:59 a.m.Duration: 9 minutes 3 seconds
Listed in: Business
Michael Zezas: An Optimistic Look at Bonds
Published: April 13, 2022, 8:25 p.m.Duration: 2 minutes 40 seconds
Listed in: Business
U.S. Housing: Supply, Demand, and the Yield Curve
Published: April 12, 2022, 11:14 p.m.Duration: 7 minutes 2 seconds
Listed in: Business
Special Encore: Sheena Shah - Is Cryptocurrency Becoming Currency?
Published: April 12, 2022, 12:46 a.m.Duration: 4 minutes 17 seconds
Listed in: Business
Andrew Sheets: A New Outlook on U.S. Bonds
Published: April 8, 2022, 9:08 p.m.Duration: 3 minutes 7 seconds
Listed in: Business
Europe: Geopolitics and the ECB
Published: April 7, 2022, 10:40 p.m.Duration: 11 minutes 15 seconds
Listed in: Business
Michael Zezas: Will Gas Prices Come Down?
Published: April 6, 2022, 5:45 p.m.Duration: 2 minutes 17 seconds
Listed in: Business
Special Encore: The Fed - Learning From the Last Hiking Cycle
Published: April 5, 2022, 5:18 p.m.Duration: 6 minutes 26 seconds
Listed in: Business
Mike Wilson: Revisiting the 2022 Outlook
Published: April 4, 2022, 9:30 p.m.Duration: 4 minutes 22 seconds
Listed in: Business
Andrew Sheets: Markets Look to the Yield Curve
Published: April 1, 2022, 8:09 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
Sheena Shah: Is Cryptocurrency Becoming Currency?
Published: March 31, 2022, 9:34 p.m.Duration: 4 minutes 9 seconds
Listed in: Business
The Fed: Learning From the Last Hiking Cycle
Published: March 30, 2022, 10:09 p.m.Duration: 6 minutes 19 seconds
Listed in: Business
Energy: Oil, Gas and the Clean Energy Transition
Published: March 29, 2022, 9:25 p.m.Duration: 11 minutes 12 seconds
Listed in: Business
Mike Wilson: Why Are Equity Risk Premiums So Low?
Published: March 28, 2022, 9:26 p.m.Duration: 3 minutes 40 seconds
Listed in: Business
U.S. Economy: Tracking Rate Hike Implications
Published: March 25, 2022, 10:17 p.m.Duration: 10 minutes 34 seconds
Listed in: Business
Matthew Hornbach: Easing Yield Curve Concerns
Published: March 24, 2022, 10:12 p.m.Duration: 3 minutes 52 seconds
Listed in: Business
Michael Zezas: A Framework for ESG Growth in U.S.
Published: March 23, 2022, 10:06 p.m.Duration: 2 minutes 16 seconds
Listed in: Business
Andrew Sheets: The Housing Inflation Puzzle
Published: March 22, 2022, 8:39 p.m.Duration: 3 minutes 18 seconds
Listed in: Business
Mike Wilson: Late Cycle Signals
Published: March 21, 2022, 10:41 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
Andrew Sheets: The Fed has More Work to Do
Published: March 18, 2022, 10 p.m.Duration: 3 minutes 19 seconds
Listed in: Business
James Lord: Will the U.S. Dollar Still Prevail?
Published: March 17, 2022, 10:33 p.m.Duration: 4 minutes 24 seconds
Listed in: Business
Michael Zezas: A False Choice for Energy Policy
Published: March 16, 2022, 10:12 p.m.Duration: 2 minutes 28 seconds
Listed in: Business
Jonathan Garner: Commodities, Geopolitical Risk and Asia & EM Equities
Published: March 15, 2022, 9:54 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
Mike Wilson: Will Slowing Growth Alter the Feds Path?
Published: March 14, 2022, 11:39 p.m.Duration: 3 minutes 39 seconds
Listed in: Business
Special Episode: Sanctions, Bonds and Currency Markets
Published: March 11, 2022, 11:03 p.m.Duration: 8 minutes 28 seconds
Listed in: Business
Special Episode: Inflation, Energy and the U.S Consumer
Published: March 10, 2022, 10:40 p.m.Duration: 8 minutes 27 seconds
Listed in: Business
Michael Zezas: The Macro Impacts of Oil Prices
Published: March 9, 2022, 11:19 p.m.Duration: 2 minutes 46 seconds
Listed in: Business
Graham Secker: Stagflation Pressure Meets Pricing Power
Published: March 8, 2022, 8:56 p.m.Duration: 3 minutes 43 seconds
Listed in: Business
Mike Wilson: A More Bearish View for 2022
Published: March 7, 2022, 11:45 p.m.Duration: 3 minutes 55 seconds
Listed in: Business
Andrew Sheets: A Different Story for Global Markets
Published: March 4, 2022, 10:21 p.m.Duration: 2 minutes 58 seconds
Listed in: Business
Special Episode: How Fed Policy Impacts Housing
Published: March 3, 2022, 11:59 p.m.Duration: 6 minutes 1 second
Listed in: Business
Michael Zezas: Key Questions Amidst Geopolitical Tensions
Published: March 3, 2022, 12:57 a.m.Duration: 3 minutes 4 seconds
Listed in: Business
Martijn Rats: Uncertainty for Oil and Gas
Published: March 2, 2022, 5:34 a.m.Duration: 3 minutes 11 seconds
Listed in: Business
Vishy Tirupattur: Corporate Credit Faces New Challenges
Published: Feb. 28, 2022, 10:34 p.m.Duration: 3 minutes 12 seconds
Listed in: Business
Andrew Sheets: Geopolitics, Inflation and Central Banks
Published: Feb. 26, 2022, 2:25 a.m.Duration: 3 minutes 4 seconds
Listed in: Business
Special Episode: Changing Tides - Water Scarcity
Published: Feb. 25, 2022, 4 a.m.Duration: 8 minutes 38 seconds
Listed in: Business
Mike Wilson: The Prospect of a Continued Correction
Published: Feb. 24, 2022, 12:24 a.m.Duration: 3 minutes 14 seconds
Listed in: Business
Special Episode, Pt. 2: Inflation Around the World
Published: Feb. 23, 2022, 2:16 a.m.Duration: 8 minutes 57 seconds
Listed in: Business
Special Episode, Pt. 1: Two Kinds of Inflation
Published: Feb. 18, 2022, 10:03 p.m.Duration: 8 minutes 7 seconds
Listed in: Business
Special Episode: All Eyes on Ukraine
Published: Feb. 17, 2022, 9:32 p.m.Duration: 9 minutes 22 seconds
Listed in: Business
Special Encore: Consider the Muni Market
Published: Feb. 16, 2022, 11:17 p.m.Duration: 2 minutes 37 seconds
Listed in: Business
Mike Wilson: Unpacking the Latest CPI
Published: Feb. 15, 2022, 11:23 p.m.Duration: 3 minutes 44 seconds
Listed in: Business
Jonathan Garner: Welcome to the Year of the Tiger
Published: Feb. 14, 2022, 11:01 p.m.Duration: 3 minutes 21 seconds
Listed in: Business
Andrew Sheets: Where is Inflation Headed?
Published: Feb. 11, 2022, 11:03 p.m.Duration: 3 minutes 39 seconds
Listed in: Business
Special Encore: Tax-Efficient Strategies
Published: Feb. 10, 2022, 11:14 p.m.Duration: 8 minutes 45 seconds
Listed in: Business
Michael Zezas: Fiscal Policy Takes a Back Seat
Published: Feb. 9, 2022, 9:58 p.m.Duration: 2 minutes 58 seconds
Listed in: Business
Graham Secker: Feeling Positive About UK Equities
Published: Feb. 8, 2022, 11:29 p.m.Duration: 4 minutes 18 seconds
Listed in: Business
Mike Wilson: Six More Weeks of Slow Growth
Published: Feb. 7, 2022, 11:54 p.m.Duration: 3 minutes 48 seconds
Listed in: Business
Special Episode: The Improving Case for Commodities
Published: Feb. 5, 2022, 12:49 a.m.Duration: 10 minutes 18 seconds
Listed in: Business
Matt Hornbach: What Moves Real Yields?
Published: Feb. 3, 2022, 10:25 p.m.Duration: 2 minutes 37 seconds
Listed in: Business
Michael Zezas: Consider the Muni Market
Published: Feb. 2, 2022, 11:54 p.m.Duration: 2 minutes 31 seconds
Listed in: Business
Reza Moghadam: Is The ECB Behind The Curve?
Published: Feb. 2, 2022, midnightDuration: 4 minutes 21 seconds
Listed in: Business
Andrew Sheets: Systematic vs. Subjective Investing
Published: Jan. 31, 2022, 9:36 p.m.Duration: 3 minutes 29 seconds
Listed in: Business
Special Episode: New Challenges for The US Consumer
Published: Jan. 28, 2022, 11:49 p.m.Duration: 10 minutes 15 seconds
Listed in: Business
Matt Hornbach: Getting Real on Yields for TIPS
Published: Jan. 27, 2022, 11:36 p.m.Duration: 4 minutes 7 seconds
Listed in: Business
Michael Zezas: U.S. & China - Unfinished Business
Published: Jan. 27, 2022, 12:06 a.m.Duration: 2 minutes 56 seconds
Listed in: Business
Special Episode: Tax-Efficient Strategies
Published: Jan. 26, 2022, 12:16 a.m.Duration: 8 minutes 38 seconds
Listed in: Business
Mike Wilson: Fixation on the Fed
Published: Jan. 24, 2022, 11:14 p.m.Duration: 3 minutes 49 seconds
Listed in: Business
Andrew Sheets: Protecting Against Inflation
Published: Jan. 21, 2022, 8:23 p.m.Duration: 2 minutes 45 seconds
Listed in: Business
2022 US Housing Outlook: Strong Foundations but Reduced Affordability
Published: Jan. 20, 2022, 10:53 p.m.Duration: 7 minutes 19 seconds
Listed in: Business
2022 Global Currency Outlook: The Trick is in The Timing
Published: Jan. 19, 2022, 9:59 p.m.Duration: 3 minutes 22 seconds
Listed in: Business
Mike Wilson: Pricing a More Hawkish Fed
Published: Jan. 18, 2022, 11:11 p.m.Duration: 3 minutes 52 seconds
Listed in: Business
Andrew Sheets: Adjusting to a New Fed Tone
Published: Jan. 14, 2022, 8:59 p.m.Duration: 2 minutes 53 seconds
Listed in: Business
Michael Zezas: The Feds Tough Job Ahead
Published: Jan. 13, 2022, 10:23 p.m.Duration: 3 minutes 7 seconds
Listed in: Business
Special Episode, Pt. 2: Long-Term Supply Chain Restructuring
Published: Jan. 13, 2022, 12:20 a.m.Duration: 8 minutes 24 seconds
Listed in: Business
Special Episode, Pt. 1: Near-Term Supply Chain Restructuring
Published: Jan. 12, 2022, 12:45 a.m.Duration: 6 minutes 43 seconds
Listed in: Business
Mike Wilson: Will 2022 be a 2013 Taper Tantrum Redux?
Published: Jan. 10, 2022, 10:42 p.m.Duration: 3 minutes 54 seconds
Listed in: Business
Andrew Sheets: New Wrinkles for the 2022 Story
Published: Jan. 7, 2022, 8:52 p.m.Duration: 3 minutes 27 seconds
Listed in: Business
Graham Secker: Will Europe Be Derailed By Omicron?
Published: Jan. 6, 2022, 10:46 p.m.Duration: 3 minutes 49 seconds
Listed in: Business
Michael Zezas: Why are Markets Unfazed by Omicron?
Published: Jan. 5, 2022, 10:55 p.m.Duration: 2 minutes 39 seconds
Listed in: Business
Jonathan Garner: Omicron Impacts Across Asia
Published: Jan. 4, 2022, 10:03 p.m.Duration: 3 minutes 44 seconds
Listed in: Business
Michael Wilson: New Year, New Opportunities
Published: Jan. 3, 2022, 11:16 p.m.Duration: 3 minutes 51 seconds
Listed in: Business
End-of-Year Encore: Space Investing
Published: Dec. 30, 2021, 3 p.m.Duration: 4 minutes 29 seconds
Listed in: Business
End-of-Year Encore: Retail Investing
Published: Dec. 29, 2021, 3 p.m.Duration: 10 minutes 2 seconds
Listed in: Business
End-of-Year Encore: Thematic Investing
Published: Dec. 28, 2021, 3 p.m.Duration: 7 minutes 13 seconds
Listed in: Business
End-of-Year Encore: Factor Investing
Published: Dec. 27, 2021, 3 p.m.Duration: 7 minutes 59 seconds
Listed in: Business
Michael Zezas: A More Flexible Fed
Published: Dec. 22, 2021, 5 p.m.Duration: 2 minutes 55 seconds
Listed in: Business
Chetan Ahya: Chinas 2022 Policy Shifts
Published: Dec. 21, 2021, 8:39 p.m.Duration: 3 minutes 56 seconds
Listed in: Business
Mike Wilson: Fire & Ice Continues Into Year-end
Published: Dec. 21, 2021, 12:51 a.m.Duration: 3 minutes 25 seconds
Listed in: Business
Welcome to Thoughts on the Market
Published: Dec. 20, 2021, 8:03 p.m.Duration: 46 seconds
Listed in: Business
Andrew Sheets: Challenges to the 2022 Story Emerge
Published: Dec. 17, 2021, 9:26 p.m.Duration: 3 minutes 21 seconds
Listed in: Business
Matthew Harrison: COVID-19 - Omicron Updates
Published: Dec. 16, 2021, 11:27 p.m.Duration: 3 minutes 31 seconds
Listed in: Business
Michael Zezas: Supply Chain Woes Also Create Opportunities
Published: Dec. 15, 2021, 11:26 p.m.Duration: 3 minutes 6 seconds
Listed in: Business
Sheena Shah: The Financialization of Cryptocurrency
Published: Dec. 14, 2021, 9:30 p.m.Duration: 3 minutes 26 seconds
Listed in: Business
2022 U.S. Equities Outlook: Still Favoring the Base Case
Published: Dec. 13, 2021, 11:57 p.m.Duration: 4 minutes 36 seconds
Listed in: Business
2022 Rates & Currency Outlook: Whats Changed?
Published: Dec. 10, 2021, 10:22 p.m.Duration: 4 minutes 27 seconds
Listed in: Business
2022 US Economic Outlook: Gauging Inflation, Labor & The Fed
Published: Dec. 10, 2021, 12:11 a.m.Duration: 6 minutes 53 seconds
Listed in: Business
Michael Zezas: Congress Eyes Tech Regulation in 2022
Published: Dec. 9, 2021, 6:51 p.m.Duration: 3 minutes 22 seconds
Listed in: Business
Special Episode: Early Vaccine Data on Omicron
Published: Dec. 8, 2021, 11:09 p.m.Duration: 5 minutes 41 seconds
Listed in: Business
2022 European Equities Outlook: Volatility Inbound
Published: Dec. 8, 2021, 12:37 a.m.Duration: 3 minutes 20 seconds
Listed in: Business
Mike Wilson: Why Have Stocks Been So Weak?
Published: Dec. 6, 2021, 11:36 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
Andrew Sheets: For the Fed, Are Tapering and Raising Rates the Same Thing?
Published: Dec. 3, 2021, 10:09 p.m.Duration: 3 minutes 9 seconds
Listed in: Business
2022 Asia Equities Outlook: Key Debates
Published: Dec. 2, 2021, 10:39 p.m.Duration: 4 minutes 39 seconds
Listed in: Business
Michael Zezas: New Restrictions in Light of Omicron?
Published: Dec. 1, 2021, 10:24 p.m.Duration: 3 minutes 40 seconds
Listed in: Business
Special Episode: COVID-19 - Omicron Variant Causes Concern
Published: Dec. 1, 2021, 1:09 a.m.Duration: 9 minutes 22 seconds
Listed in: Business
Mike Wilson: Markets React to Omicron
Published: Nov. 29, 2021, 11:34 p.m.Duration: 3 minutes 1 second
Listed in: Business
Michael Zezas: A Step Forward for Build Back Better
Published: Nov. 24, 2021, 7:25 p.m.Duration: 2 minutes 40 seconds
Listed in: Business
Andrew Sheets: Twists and Turns In 2022
Published: Nov. 23, 2021, 11:25 p.m.Duration: 4 minutes 32 seconds
Listed in: Business
Mike Wilson: 2022 Equity Outlook Feedback and Debates
Published: Nov. 22, 2021, 11:38 p.m.Duration: 4 minutes
Listed in: Business
2022 Global Economic Outlook, Pt. 2: Debates and Uncertainties
Published: Nov. 19, 2021, 11:49 p.m.Duration: 9 minutes 54 seconds
Listed in: Business
2022 Global Economic Outlook, Pt. 1: Optimism in the New Year
Published: Nov. 18, 2021, 11:33 p.m.Duration: 9 minutes 55 seconds
Listed in: Business
Michael Zezas: A New Normal for U.S./China Relations
Published: Nov. 17, 2021, 10:10 p.m.Duration: 3 minutes 12 seconds
Listed in: Business
Special Episode: The Low-Income Real Estate Story
Published: Nov. 17, 2021, 12:51 a.m.Duration: 9 minutes 21 seconds
Listed in: Business
Mike Wilson: In 2022, Stock Picking May Lead
Published: Nov. 15, 2021, 9:58 p.m.Duration: 4 minutes 5 seconds
Listed in: Business
Andrew Sheets: Bond Markets Get Jumpy
Published: Nov. 12, 2021, 10:03 p.m.Duration: 3 minutes 11 seconds
Listed in: Business
Matt Hornbach: What the Fed Wants, the Fed Gets
Published: Nov. 11, 2021, 11:42 p.m.Duration: 4 minutes 20 seconds
Listed in: Business
Michael Zezas: The Infrastructure Supercycle is Here
Published: Nov. 11, 2021, 12:19 a.m.Duration: 2 minutes 10 seconds
Listed in: Business
Graham Secker: A Curious Case of Price Movements
Published: Nov. 9, 2021, 9:29 p.m.Duration: 3 minutes 14 seconds
Listed in: Business
Mike Wilson: Inflation Causes Mixed Signals
Published: Nov. 8, 2021, 10:44 p.m.Duration: 4 minutes 28 seconds
Listed in: Business
Jonathan Garner: Equity Markets Respond to Global Shifts
Published: Nov. 5, 2021, 10:25 p.m.Duration: 2 minutes 47 seconds
Listed in: Business
Andrew Sheets: A Taper Without a Tantrum?
Published: Nov. 4, 2021, 8:44 p.m.Duration: 3 minutes 11 seconds
Listed in: Business
Matt Hornbach: What to Watch for When Markets Get Meta
Published: Nov. 4, 2021, 12:03 a.m.Duration: 4 minutes 27 seconds
Listed in: Business
Michael Zezas: Short-Term vs. Long-Term Deficit
Published: Nov. 2, 2021, 9:53 p.m.Duration: 2 minutes 24 seconds
Listed in: Business
Special Encore: Clear Skies, Volatile Markets
Published: Nov. 1, 2021, 6 p.m.Duration: 4 minutes 7 seconds
Listed in: Business
Vishy Tirupattur: Corporate Credit - Calm Amidst the Storm
Published: Oct. 29, 2021, 6:26 p.m.Duration: 4 minutes 5 seconds
Listed in: Business
Andrew Sheets: What Will Markets Return in the Long Run?
Published: Oct. 28, 2021, 9:47 p.m.Duration: 4 minutes 46 seconds
Listed in: Business
Special Episode: Autonomous Trucking Speeds Ahead
Published: Oct. 28, 2021, 12:54 a.m.Duration: 8 minutes 14 seconds
Listed in: Business
Special Episode: Clean Tech Thrives Under Most Budget Outcomes
Published: Oct. 26, 2021, 11:44 p.m.Duration: 8 minutes
Listed in: Business
Mike Wilson: An Icy Winter for Investors?
Published: Oct. 25, 2021, 9:56 p.m.Duration: 4 minutes
Listed in: Business
Andrew Sheets: Why Lower Oil Futures Matter for the Shape of the Market
Published: Oct. 22, 2021, 9:04 p.m.Duration: 4 minutes 3 seconds
Listed in: Business
Special Episode: The Promise of Green Hydrogen
Published: Oct. 22, 2021, 12:03 a.m.Duration: 9 minutes 50 seconds
Listed in: Business
Michael Zezas: Infrastructure SuperCycle on the Horizon?
Published: Oct. 21, 2021, 4:08 a.m.Duration: 2 minutes 58 seconds
Listed in: Business
Special Episode: The Podcasting Industry Comes Into Its Own
Published: Oct. 20, 2021, 2:27 a.m.Duration: 12 minutes 48 seconds
Listed in: Business
Mike Wilson: Retail Investors Continue to Support Valuations
Published: Oct. 18, 2021, 11:44 p.m.Duration: 3 minutes 58 seconds
Listed in: Business
Andrew Sheets: Will Cash Stay On The Sidelines?
Published: Oct. 15, 2021, 10:29 p.m.Duration: 3 minutes 15 seconds
Listed in: Business
Special Episode: The Two-Pillar Tax Overhaul
Published: Oct. 14, 2021, 9:37 p.m.Duration: 4 minutes 43 seconds
Listed in: Business
Special Episode: Planes, Trains and Supply Chains
Published: Oct. 13, 2021, 11:12 p.m.Duration: 9 minutes 26 seconds
Listed in: Business
Graham Secker: Easing Europes Stagflation Concerns
Published: Oct. 12, 2021, 9:36 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
Mike Wilson: Clear Skies, Volatile Markets
Published: Oct. 11, 2021, 10:06 p.m.Duration: 4 minutes 1 second
Listed in: Business
Andrew Sheets: Stagflation Demystified
Published: Oct. 8, 2021, 9:58 p.m.Duration: 4 minutes 23 seconds
Listed in: Business
Special Episode: Highsand Lowsin U.S. Housing
Published: Oct. 7, 2021, 11:15 p.m.Duration: 8 minutes 39 seconds
Listed in: Business
Michael Zezas: Washingtons Trio of Tricky Travails
Published: Oct. 6, 2021, 9:32 p.m.Duration: 2 minutes 19 seconds
Listed in: Business
Special Episode: COVID-19 - Will Pills Change the Game?
Published: Oct. 5, 2021, 10:19 p.m.Duration: 10 minutes 10 seconds
Listed in: Business
Reza Moghadam: Post-Merkel Politics in Europe
Published: Oct. 4, 2021, 10:03 p.m.Duration: 5 minutes 1 second
Listed in: Business
Special Episode, Part 2: Taking the Temperature of Individual Investors
Published: Oct. 1, 2021, 10:26 p.m.Duration: 7 minutes 48 seconds
Listed in: Business
Special Episode: Taking the Temperature of Individual Investors
Published: Sept. 30, 2021, 11:08 p.m.Duration: 9 minutes 59 seconds
Listed in: Business
Michael Zezas: Will the Democrats Go Big or Go Small?
Published: Sept. 30, 2021, 2:26 a.m.Duration: 2 minutes 51 seconds
Listed in: Business
Jonathan Garner: Economic Surprises = Earnings Surprises
Published: Sept. 29, 2021, 7:52 p.m.Duration: 3 minutes 30 seconds
Listed in: Business
Matt Hornbach: Inflation Fears Drive Central Bank Actions
Published: Sept. 28, 2021, 10:46 p.m.Duration: 3 minutes 40 seconds
Listed in: Business
Mike Wilson: The Process Matters
Published: Sept. 27, 2021, 10:10 p.m.Duration: 3 minutes 56 seconds
Listed in: Business
Andrew Sheets: The Fed Shuffles Toward the Exit
Published: Sept. 24, 2021, 8:26 p.m.Duration: 3 minutes 18 seconds
Listed in: Business
Michael Zezas: Two Potential Catalysts to Watch for Fall Volatility
Published: Sept. 23, 2021, 7:50 p.m.Duration: 3 minutes 20 seconds
Listed in: Business
Special Episode: How Will China Manage the Housing Downturn?
Published: Sept. 22, 2021, 11:45 p.m.Duration: 8 minutes 31 seconds
Listed in: Business
Special Episode: Unpacking Climate Action in Congress
Published: Sept. 21, 2021, 9:18 p.m.Duration: 8 minutes 21 seconds
Listed in: Business
Mike Wilson: The Final Chapter of the Mid-Cycle Transition?
Published: Sept. 20, 2021, 10:19 p.m.Duration: 3 minutes 52 seconds
Listed in: Business
Special Episode: Untangling Global Spikes in Commodity Prices
Published: Sept. 17, 2021, 11:12 p.m.Duration: 10 minutes 1 second
Listed in: Business
Special Encore: A Good Time to Borrow?
Published: Sept. 16, 2021, 8:57 p.m.Duration: 3 minutes 56 seconds
Listed in: Business
Michael Zezas: Whats on Tap for U.S. Taxes?
Published: Sept. 15, 2021, 7:41 p.m.Duration: 2 minutes 28 seconds
Listed in: Business
Graham Secker: Re-engaging with Cyclical Value in Europe
Published: Sept. 14, 2021, 7:35 p.m.Duration: 3 minutes 31 seconds
Listed in: Business
Mike Wilson: Keeping an Eye on Earnings Estimates
Published: Sept. 13, 2021, 11:08 p.m.Duration: 3 minutes 42 seconds
Listed in: Business
Andrew Sheets: Are Clouds Gathering for U.S. Equities?
Published: Sept. 10, 2021, 8:19 p.m.Duration: 3 minutes 24 seconds
Listed in: Business
Michael Zezas: Season of Confusion in D.C.?
Published: Sept. 9, 2021, 9:50 p.m.Duration: 3 minutes 11 seconds
Listed in: Business
Jonathan Garner: Rising Risks for Taiwan Equities
Published: Sept. 9, 2021, 7:28 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
Ellen Zentner: Keep Calm and Taper On?
Published: Sept. 8, 2021, 10:22 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
Special Encore: So, Whats the Story?
Published: Sept. 7, 2021, 9 p.m.Duration: 3 minutes 46 seconds
Listed in: Business
Special Encore: Never a Dull Moment in the Political Economy?
Published: Sept. 3, 2021, 4 p.m.Duration: 3 minutes 32 seconds
Listed in: Business
Andrew Sheets: Autumn Days Are Here Again
Published: Sept. 2, 2021, 9:12 p.m.Duration: 3 minutes 10 seconds
Listed in: Business
Special Episode: The Curious Case of Norway, EVs and Oil
Published: Sept. 1, 2021, 11:06 p.m.Duration: 7 minutes 48 seconds
Listed in: Business
Matt Hornbach: Treasuries, Tapering and Tightening
Published: Aug. 31, 2021, 8:50 p.m.Duration: 3 minutes 52 seconds
Listed in: Business
Mike Wilson: So, Whats the Story?
Published: Aug. 30, 2021, 10:13 p.m.Duration: 3 minutes 40 seconds
Listed in: Business
Andrew Sheets: Singapore Offers an Alternative to U.S. Equities
Published: Aug. 27, 2021, 9:35 p.m.Duration: 2 minutes 52 seconds
Listed in: Business
Special Episode: Is This the Moneyball Approach to Corporate Bonds?
Published: Aug. 26, 2021, 9:20 p.m.Duration: 7 minutes 50 seconds
Listed in: Business
Michael Zezas: Never a Dull Moment in the Political Economy?
Published: Aug. 25, 2021, 7:53 p.m.Duration: 3 minutes 27 seconds
Listed in: Business
Adam Jonas: Space Investing - Ready for Takeoff?
Published: Aug. 24, 2021, 6:04 p.m.Duration: 4 minutes 20 seconds
Listed in: Business
Mike Wilson: The U.S. Consumer Takes a Break
Published: Aug. 23, 2021, 9:44 p.m.Duration: 3 minutes 39 seconds
Listed in: Business
Andrew Sheets: For Markets, What Lies Beneath?
Published: Aug. 20, 2021, 9:01 p.m.Duration: 3 minutes 18 seconds
Listed in: Business
Special Episode: Kids, COVID, and the Return to School
Published: Aug. 19, 2021, 10:50 p.m.Duration: 10 minutes 51 seconds
Listed in: Business
Michael Zezas: Deciphering the Infrastructure Chess Game
Published: Aug. 18, 2021, 9:10 p.m.Duration: 2 minutes 29 seconds
Listed in: Business
Graham Secker: Three Reasons European Equities Remain Strong
Published: Aug. 17, 2021, 9:38 p.m.Duration: 3 minutes 40 seconds
Listed in: Business
Mike Wilson: Navigating a Tricky Transition
Published: Aug. 16, 2021, 9:43 p.m.Duration: 3 minutes 56 seconds
Listed in: Business
Andrew Sheets: A Good Time to Borrow?
Published: Aug. 13, 2021, 10:14 p.m.Duration: 3 minutes 49 seconds
Listed in: Business
Special Episode: Unpacking the Appetite for Thematic Investing
Published: Aug. 12, 2021, 9:51 p.m.Duration: 7 minutes 4 seconds
Listed in: Business
Jonathan Garner: Demystifying China's Regulatory Reset
Published: Aug. 11, 2021, 9:18 p.m.Duration: 3 minutes 50 seconds
Listed in: Business
Michael Zezas: The Return of U.S.-China Trade Tensions?
Published: Aug. 10, 2021, 9:11 p.m.Duration: 3 minutes 11 seconds
Listed in: Business
Mike Wilson: Could Upbeat Jobs Data Actually Weigh on Stocks?
Published: Aug. 9, 2021, 9:03 p.m.Duration: 3 minutes 48 seconds
Listed in: Business
Andrew Sheets: It Is Time to Worry about the Growth Outlook?
Published: Aug. 6, 2021, 7:18 p.m.Duration: 3 minutes 8 seconds
Listed in: Business
Martijn Rats: Do Equities Markets Believe the Price of Oil?
Published: Aug. 5, 2021, 9:53 p.m.Duration: 3 minutes 29 seconds
Listed in: Business
Michael Zezas: The Long and Winding Fiscal Road
Published: Aug. 4, 2021, 8:43 p.m.Duration: 2 minutes 59 seconds
Listed in: Business
Matt Hornbach: Are U.S. Treasuries Like Used Cars?
Published: Aug. 3, 2021, 9:45 p.m.Duration: 4 minutes 14 seconds
Listed in: Business
Mike Wilson: The Inevitable Removal of Policy Support
Published: Aug. 2, 2021, 10:31 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
Special Episode, Part 2: Digging Deeper into Delta
Published: July 30, 2021, 10:35 p.m.Duration: 7 minutes 46 seconds
Listed in: Business
Special Episode: Digging Deeper into the Delta Variant
Published: July 29, 2021, 11:13 p.m.Duration: 9 minutes 42 seconds
Listed in: Business
Michael Zezas: U.S. Infrastructure - Deal or No Deal?
Published: July 28, 2021, 8:12 p.m.Duration: 2 minutes 24 seconds
Listed in: Business
Mike Wilson: The Last Phase of Mid-Cycle
Published: July 27, 2021, 8:56 p.m.Duration: 4 minutes 18 seconds
Listed in: Business
Chetan Ahya: Will a Debt Hangover Hamper Recovery?
Published: July 26, 2021, 7:47 p.m.Duration: 3 minutes 51 seconds
Listed in: Business
Michael Zezas: The Debt Ceiling - Here We Go Again?
Published: July 23, 2021, 8:57 p.m.Duration: 2 minutes 30 seconds
Listed in: Business
Special Episode: So How Healthy Is the U.S. Consumer?
Published: July 22, 2021, 10:24 p.m.Duration: 10 minutes 32 seconds
Listed in: Business
Special Encore: Viruses, Variants and Vaccines - Whats Next?
Published: July 21, 2021, 10:39 p.m.Duration: 9 minutes 53 seconds
Listed in: Business
Andrew Sheets: A Closer Look at Yesterdays Market Drop
Published: July 20, 2021, 7:47 p.m.Duration: 2 minutes 47 seconds
Listed in: Business
Special Episode: Bond Markets React to Delta Variant Worries
Published: July 19, 2021, 10:22 p.m.Duration: 6 minutes 34 seconds
Listed in: Business
Andrew Sheets: The Complicated Portrait of Retail Investing
Published: July 16, 2021, 4:22 p.m.Duration: 3 minutes 31 seconds
Listed in: Business
Jonathan Garner: 4 Concerns to Watch on Asia & EM Equities
Published: July 15, 2021, 10:43 p.m.Duration: 4 minutes 19 seconds
Listed in: Business
Michael Zezas: The $4 Trillion-Dollar Question
Published: July 14, 2021, 10:41 p.m.Duration: 2 minutes 12 seconds
Listed in: Business
Mike Wilson: Are U.S. Equities Markets Hunkering Down?
Published: July 13, 2021, 9:43 p.m.Duration: 3 minutes 28 seconds
Listed in: Business
Graham Secker: Is the Best of Europe's Equities Run Behind Us?
Published: July 12, 2021, 10:17 p.m.Duration: 3 minutes 26 seconds
Listed in: Business
Andrew Sheets: What's Driving Global Equities Markets?
Published: July 9, 2021, 6:25 p.m.Duration: 3 minutes 7 seconds
Listed in: Business
Michael Zezas: Something Special in the Air for Investors?
Published: July 8, 2021, 8:14 p.m.Duration: 2 minutes 22 seconds
Listed in: Business
Mike Wilson: Reopening Stocks Feel the Pinch
Published: July 7, 2021, 10:48 p.m.Duration: 3 minutes 39 seconds
Listed in: Business
Special Episode: The Complex Outlook for U.S. Housing
Published: July 6, 2021, 11:53 p.m.Duration: 8 minutes 47 seconds
Listed in: Business
Andrew Sheets: 2021 - A Look Back, a Look Forward
Published: July 2, 2021, 8:34 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
Chetan Ahya: Has the Tide Finally Turned on Wage Growth?
Published: July 1, 2021, 9:05 p.m.Duration: 3 minutes 56 seconds
Listed in: Business
Special Episode: U.S. Infrastructure - Whats in the Price?
Published: June 30, 2021, 10:13 p.m.Duration: 4 minutes 46 seconds
Listed in: Business
Special Episode: The Red-Hot Return of Business Investment
Published: June 29, 2021, 9:18 p.m.Duration: 8 minutes 58 seconds
Listed in: Business
Mike Wilson: A Growing Economy Leads to New Questions
Published: June 28, 2021, 10:08 p.m.Duration: 4 minutes 23 seconds
Listed in: Business
Special Episode, Part 2: Viruses, Variants and Vaccines
Published: June 25, 2021, 10:26 p.m.Duration: 10 minutes 9 seconds
Listed in: Business
Special Episode: Viruses, Variants and Vaccines - Whats Next?
Published: June 25, 2021, 12:35 a.m.Duration: 9 minutes 55 seconds
Listed in: Business
Robin Xing: Is China's Recovery Losing Momentum?
Published: June 23, 2021, 10:19 p.m.Duration: 3 minutes 59 seconds
Listed in: Business
Special Episode: The Fed Is Talking Taper... But When?
Published: June 23, 2021, 12:06 a.m.Duration: 11 minutes 27 seconds
Listed in: Business
Mike Wilson: When Is a Surprise Not Surprising?
Published: June 21, 2021, 10:52 p.m.Duration: 3 minutes 6 seconds
Listed in: Business
Special Encore: The Red Hot Capex Cycle
Published: June 18, 2021, 1 p.m.Duration: 10 minutes 11 seconds
Listed in: Business
Andrew Sheets: Markets 2021 - Using Past as Prologue
Published: June 17, 2021, 8:38 p.m.Duration: 3 minutes 11 seconds
Listed in: Business
Michael Zezas: For Infrastructure, Go Big or Go Bipartisan?
Published: June 16, 2021, 9:06 p.m.Duration: 3 minutes 30 seconds
Listed in: Business
Graham Secker: European Equities Take a Turn Toward the Micro
Published: June 15, 2021, 9:38 p.m.Duration: 3 minutes 23 seconds
Listed in: Business
Mike Wilson: A View from the Peak?
Published: June 14, 2021, 10:24 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
Andrew Sheets: Markets Shrug at High Inflation
Published: June 11, 2021, 6:30 p.m.Duration: 3 minutes 43 seconds
Listed in: Business
Reza Moghadam: What Happens When the Euro Goes Digital?
Published: June 10, 2021, 10:11 p.m.Duration: 4 minutes 21 seconds
Listed in: Business
Michael Zezas: Preparing to Disconnect
Published: June 10, 2021, 1:44 a.m.Duration: 2 minutes 50 seconds
Listed in: Business
Special Episode: What to Do When Everything is Rich
Published: June 8, 2021, 11:43 p.m.Duration: 9 minutes 50 seconds
Listed in: Business
Mike Wilson: More Data Doesnt Always Mean More Certainty
Published: June 8, 2021, 1:19 a.m.Duration: 2 minutes 55 seconds
Listed in: Business
Andrew Sheets: The Feds Fascinating Dilemma
Published: June 5, 2021, 1:25 a.m.Duration: 3 minutes 49 seconds
Listed in: Business
Mid-Year Commodities Outlook: Risks Ahead?
Published: June 3, 2021, 10:26 p.m.Duration: 9 minutes 8 seconds
Listed in: Business
Michael Zezas: The Simmering U.S./China Rivalry
Published: June 2, 2021, 9:52 p.m.Duration: 2 minutes 32 seconds
Listed in: Business
Shawn Kim: Inside Chinas Push to Shape Techs Future
Published: June 1, 2021, 10:08 p.m.Duration: 4 minutes 16 seconds
Listed in: Business
2021 Mid-Year U.S. Economic Outlook: Growth Remains Strong
Published: May 28, 2021, 2:17 a.m.Duration: 10 minutes 48 seconds
Listed in: Business
Michael Zezas: Will Inflation Take the Wind Out of Infrastructure?
Published: May 26, 2021, 8:19 p.m.Duration: 2 minutes 40 seconds
Listed in: Business
Special Episode: Check Out the Big Changes in Food Retail
Published: May 25, 2021, 9:50 p.m.Duration: 6 minutes 1 second
Listed in: Business
Mike Wilson: A Unique View on U.S. Equities
Published: May 24, 2021, 10:42 p.m.Duration: 4 minutes 9 seconds
Listed in: Business
Mid-Year Economic Outlook: The Red Hot Capex Cycle
Published: May 21, 2021, 10:07 p.m.Duration: 10 minutes 4 seconds
Listed in: Business
Andrew Sheets: The Complications of Strong Economic Winds
Published: May 20, 2021, 10:32 p.m.Duration: 3 minutes 57 seconds
Listed in: Business
Michael Zezas: What if Infrastructure Doesnt Pass?
Published: May 19, 2021, 10:26 p.m.Duration: 2 minutes 24 seconds
Listed in: Business
Graham Secker: European Equities Mid-Year
Published: May 18, 2021, 8:52 p.m.Duration: 3 minutes 40 seconds
Listed in: Business
Mike Wilson: Mid-Year U.S. Equities Outlook - Be Selective
Published: May 17, 2021, 8:43 p.m.Duration: 3 minutes 53 seconds
Listed in: Business
Andrew Sheets: Inflation - Is It Here to Stay?
Published: May 14, 2021, 9:36 p.m.Duration: 3 minutes 48 seconds
Listed in: Business
Special Episode: How Worrying Are Global Supply Chain Issues?
Published: May 13, 2021, 9:59 p.m.Duration: 10 minutes 15 seconds
Listed in: Business
Michael Zezas: The Bumpy Road Ahead for U.S. Infrastructure
Published: May 12, 2021, 6:59 p.m.Duration: 2 minutes 36 seconds
Listed in: Business
Special Encore: What Are Other Investors Thinking?
Published: May 11, 2021, 8:43 p.m.Duration: 2 minutes 56 seconds
Listed in: Business
Mike Wilson: Welcome to the Mid-Cycle Transition
Published: May 10, 2021, 9:51 p.m.Duration: 4 minutes 32 seconds
Listed in: Business
Andrew Sheets: Why (and How) Jobs Numbers Matter
Published: May 7, 2021, 8:50 p.m.Duration: 3 minutes 26 seconds
Listed in: Business
Special Episode: Is Herd Immunity Even Possible?
Published: May 6, 2021, 10:14 p.m.Duration: 11 minutes 41 seconds
Listed in: Business
Michael Zezas: Texas vs. California
Published: May 5, 2021, 5:53 p.m.Duration: 2 minutes 2 seconds
Listed in: Business
Vishy Tirupattur: Is the U.S. in a Housing Bubble?
Published: May 4, 2021, 10:58 p.m.Duration: 4 minutes 44 seconds
Listed in: Business
Adam Virgadamo: For Stocks, Reopening Is All About Nuance
Published: May 3, 2021, 9:28 p.m.Duration: 3 minutes 40 seconds
Listed in: Business
Chetan Ahya: Could Centrals Banks Shake Up Digital Currencies?
Published: April 30, 2021, 9:27 p.m.Duration: 4 minutes 54 seconds
Listed in: Business
Michael Zezas: On Infrastructure, Follow the Money
Published: April 29, 2021, 8:16 p.m.Duration: 2 minutes 42 seconds
Listed in: Business
Andrew Sheets: A Choppier, More Range-bound Summer?
Published: April 28, 2021, 9:11 p.m.Duration: 3 minutes 19 seconds
Listed in: Business
Graham Secker: 4 Reasons to Consider European Equities
Published: April 27, 2021, 9:23 p.m.Duration: 3 minutes 43 seconds
Listed in: Business
Mike Wilson: Reopening - Its All About the Execution
Published: April 26, 2021, 9:14 p.m.Duration: 4 minutes 25 seconds
Listed in: Business
Special Episode: Electric Vehicles, Pt 2 Turning the Supertanker
Published: April 23, 2021, 10:35 p.m.Duration: 9 minutes 42 seconds
Listed in: Business
Special Episode: Electric Vehicles, Pt 1 Follow the Fleet
Published: April 22, 2021, 11:35 p.m.Duration: 9 minutes 37 seconds
Listed in: Business
Michael Zezas: Coal Country Support for Green Energy?
Published: April 21, 2021, 10:43 p.m.Duration: 2 minutes 24 seconds
Listed in: Business
Special Episode: Earth Week Investing Themes
Published: April 20, 2021, 9:50 p.m.Duration: 10 minutes 5 seconds
Listed in: Business
Mike Wilson: Q1 Earnings - Impressive But Not Surprising?
Published: April 19, 2021, 9:14 p.m.Duration: 3 minutes 51 seconds
Listed in: Business
Andrew Sheets: What Are Other Investors Thinking?
Published: April 16, 2021, 7:56 p.m.Duration: 2 minutes 52 seconds
Listed in: Business
Simeon Gutman: Welcome to the Petriarchy
Published: April 15, 2021, 8:17 p.m.Duration: 4 minutes 27 seconds
Listed in: Business
Michael Zezas: U.S. Infrastructure - Sectors to Watch
Published: April 14, 2021, 8:55 p.m.Duration: 2 minutes 37 seconds
Listed in: Business
Special Encore: Diverging Emerging Markets
Published: April 13, 2021, 5:38 p.m.Duration: 9 minutes 55 seconds
Listed in: Business
Special Episode: Innovating toward Decarbonization
Published: April 12, 2021, 11:11 p.m.Duration: 10 minutes 42 seconds
Listed in: Business
Andrew Sheets: Are Bonds Still a Worthwhile Investment?
Published: April 9, 2021, 9:20 p.m.Duration: 3 minutes 7 seconds
Listed in: Business
Vishy Tirupattur: The Policy Debate Takes Center Stage
Published: April 8, 2021, 10:15 p.m.Duration: 4 minutes 25 seconds
Listed in: Business
Special Episode: Rising Home Prices, Rising Rates
Published: April 8, 2021, 1:24 a.m.Duration: 7 minutes 50 seconds
Listed in: Business
Special Episode: The Return of the Services Sector?
Published: April 6, 2021, 11:15 p.m.Duration: 10 minutes 3 seconds
Listed in: Business
Mike Wilson: Equities Eye the Reality of Reopening
Published: April 5, 2021, 9:23 p.m.Duration: 3 minutes 24 seconds
Listed in: Business
Andrew Sheets: Why April Could Be Strong for Markets
Published: April 1, 2021, 9:16 p.m.Duration: 3 minutes 12 seconds
Listed in: Business
Michael Zezas: How Taxing Can Infrastructure Be?
Published: March 31, 2021, 7:42 p.m.Duration: 3 minutes
Listed in: Business
Robin Xing: Chinas Green (Investment) Revolution
Published: March 30, 2021, 9:20 p.m.Duration: 4 minutes 11 seconds
Listed in: Business
Mike Wilson: Rotating Through the Recovery
Published: March 29, 2021, 10:17 p.m.Duration: 3 minutes 52 seconds
Listed in: Business
Andrew Sheets: Inflation - When to Turn Down the Music?
Published: March 26, 2021, 10:07 p.m.Duration: 3 minutes 8 seconds
Listed in: Business
Special Episode: Diverging Emerging Markets
Published: March 25, 2021, 11:47 p.m.Duration: 9 minutes 55 seconds
Listed in: Business
Michael Zezas: U.S./China Trade - No Quick Path to Lower Barriers
Published: March 24, 2021, 8:38 p.m.Duration: 2 minutes 33 seconds
Listed in: Business
Brian Nowak: New Online Habits vs. A Return to Normal
Published: March 23, 2021, 10:31 p.m.Duration: 4 minutes 3 seconds
Listed in: Business
Mike Wilson: Outside the Consensus
Published: March 22, 2021, 9:34 p.m.Duration: 3 minutes 39 seconds
Listed in: Business
Special Episode: The Winding Road to Herd Immunity, Pt. 2
Published: March 19, 2021, 8:43 p.m.Duration: 8 minutes 15 seconds
Listed in: Business
Special Episode: The Winding Road to Herd Immunity
Published: March 18, 2021, 9:07 p.m.Duration: 9 minutes 6 seconds
Listed in: Business
Michael Zezas: Three Revealing Numbers from the Stimulus Package
Published: March 17, 2021, 8:17 p.m.Duration: 2 minutes 19 seconds
Listed in: Business
Chetan Ahya: Fed Tightening Could Come Sooner than Expected
Published: March 16, 2021, 11:16 p.m.Duration: 4 minutes 23 seconds
Listed in: Business
Mike Wilson: A Tougher Road Ahead for Small Caps?
Published: March 15, 2021, 10:30 p.m.Duration: 3 minutes 45 seconds
Listed in: Business
Andrew Sheets: A Complicated 2021 for Emerging Markets?
Published: March 12, 2021, 8:59 p.m.Duration: 2 minutes 56 seconds
Listed in: Business
Special Episode: Markets and the Next Big Debate - Infrastructure
Published: March 11, 2021, 10:59 p.m.Duration: 8 minutes 16 seconds
Listed in: Business
Michael Zezas: Policy Trends Are Now Portfolio Trends
Published: March 10, 2021, 10:43 p.m.Duration: 2 minutes 26 seconds
Listed in: Business
Special Episode: Markets Ahead of Reopening - Whats Mispriced?
Published: March 9, 2021, 10:42 p.m.Duration: 10 minutes 12 seconds
Listed in: Business
Mike Wilson: Still a Bull Under the Hood
Published: March 8, 2021, 10:32 p.m.Duration: 4 minutes 6 seconds
Listed in: Business
Andrew Sheets: The Great Debate on Rates
Published: March 5, 2021, 9:08 p.m.Duration: 2 minutes 59 seconds
Listed in: Business
Special Episode: U.S. Home Prices - Is This Time Different?
Published: March 4, 2021, 10:16 p.m.Duration: 9 minutes 18 seconds
Listed in: Business
Michael Zezas: 3 Potential Impacts of Build Back Better
Published: March 3, 2021, 9:29 p.m.Duration: 3 minutes 21 seconds
Listed in: Business
Vishy Tirupattur: Can We Get Real on Rates?
Published: March 2, 2021, 11:22 p.m.Duration: 4 minutes 2 seconds
Listed in: Business
Mike Wilson: Positioning for Higher Interest Rates
Published: March 1, 2021, 11:02 p.m.Duration: 2 minutes 48 seconds
Listed in: Business
Andrew Sheets: Buy Low, Sell High May (Finally) Apply Again
Published: Feb. 26, 2021, 8:35 p.m.Duration: 2 minutes 39 seconds
Listed in: Business
Special Episode: The Texas Grid and the Future of Energy
Published: Feb. 25, 2021, 10:18 p.m.Duration: 10 minutes 27 seconds
Listed in: Business
Michael Zezas: A Reset for U.S.-Mexico Trade?
Published: Feb. 24, 2021, 10 p.m.Duration: 2 minutes 29 seconds
Listed in: Business
Ben Swinburne: Media Eyes the Great Reopening
Published: Feb. 23, 2021, 10:02 p.m.Duration: 3 minutes 52 seconds
Listed in: Business
Mike Wilson: An Eye on Bull Market Surprises
Published: Feb. 22, 2021, 10:07 p.m.Duration: 3 minutes 15 seconds
Listed in: Business
Andrew Sheets: The Risk of Rising Rates
Published: Feb. 19, 2021, 10:43 p.m.Duration: 2 minutes 41 seconds
Listed in: Business
Special Episode: Europes Economic Scarring Post-Pandemic
Published: Feb. 18, 2021, 10:39 p.m.Duration: 10 minutes 51 seconds
Listed in: Business
Michael Zezas: Whats Next for U.S.-China Trade?
Published: Feb. 17, 2021, 5:51 p.m.Duration: 2 minutes 39 seconds
Listed in: Business
Adam Jonas: Space - The Disruption of All Disruptions?
Published: Feb. 16, 2021, 9:56 p.m.Duration: 3 minutes 58 seconds
Listed in: Business
Andrew Sheets: With Gold, the Narrative Matters
Published: Feb. 12, 2021, 9:07 p.m.Duration: 2 minutes 57 seconds
Listed in: Business
COVID-19: Variants, Vaccines and the Road Ahead
Published: Feb. 11, 2021, 11:01 p.m.Duration: 10 minutes 50 seconds
Listed in: Business
Special Episode: The Debate over U.S. Fiscal Stimulus and Inflation
Published: Feb. 10, 2021, 10:16 p.m.Duration: 7 minutes 49 seconds
Listed in: Business
Chetan Ahya: The Fed, Stimulus and The High-Pressure Economy
Published: Feb. 9, 2021, 8:17 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
Mike Wilson: Was January a Roadmap for 2021?
Published: Feb. 8, 2021, 11:30 p.m.Duration: 3 minutes 2 seconds
Listed in: Business
Andrew Sheets: Why U.S. Bond Yields Could Keep Rising
Published: Feb. 5, 2021, 8:01 p.m.Duration: 2 minutes 43 seconds
Listed in: Business
Special Episode: The Shifting Dynamics of Oil and Energy
Published: Feb. 4, 2021, 10:34 p.m.Duration: 9 minutes 40 seconds
Listed in: Business
Michael Zezas: A Possible Path for Pandemic Relief?
Published: Feb. 3, 2021, 8:48 p.m.Duration: 2 minutes 28 seconds
Listed in: Business
Shawn Kim: Asia Tech at the Dawn of a New Cycle
Published: Feb. 2, 2021, 6:53 p.m.Duration: 3 minutes 2 seconds
Listed in: Business
Mike Wilson: Why This Isnt Dot-Com Bubble Redux
Published: Feb. 1, 2021, 11:19 p.m.Duration: 3 minutes 43 seconds
Listed in: Business
Andrew Sheets: The Short-selling Drama - Sideshow or Main Event?
Published: Jan. 29, 2021, 10:03 p.m.Duration: 2 minutes 57 seconds
Listed in: Business
Special Episode: Where is Consumer Spending Trending?
Published: Jan. 28, 2021, 10:28 p.m.Duration: 10 minutes 10 seconds
Listed in: Business
Michael Zezas: U.S. Stimulus Twists and Turns
Published: Jan. 27, 2021, 10:01 p.m.Duration: 2 minutes 50 seconds
Listed in: Business
Mike Wilson: An Overexuberant Bull?
Published: Jan. 26, 2021, 9:54 p.m.Duration: 3 minutes 56 seconds
Listed in: Business
Special Episode: U.S. Housing and Credit Outlook 2021
Published: Jan. 22, 2021, 11:45 p.m.Duration: 11 minutes 3 seconds
Listed in: Business
Andrew Sheets: The Case for Optimism in 2021
Published: Jan. 21, 2021, 8:38 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
Michael Zezas: 3 U.S. Policy Forecasts... and a Wild Card
Published: Jan. 20, 2021, 8:23 p.m.Duration: 2 minutes 34 seconds
Listed in: Business
Mike Wilson: Time to Leave the Pack Behind?
Published: Jan. 19, 2021, 11:14 p.m.Duration: 3 minutes 58 seconds
Listed in: Business
Special Episode: Rates and FX Markets Eye the U.S. Policy Path
Published: Jan. 15, 2021, 10:22 p.m.Duration: 10 minutes 33 seconds
Listed in: Business
Andrew Sheets: Rates and Inflation - Moving for the Right Reasons?
Published: Jan. 14, 2021, 11:05 p.m.Duration: 2 minutes 54 seconds
Listed in: Business
Adam Virgadamo: 5 Equities Investment Themes for 2021
Published: Jan. 13, 2021, 8:39 p.m.Duration: 3 minutes 28 seconds
Listed in: Business
Reza Moghadam: High Noon at the ECB Corral
Published: Jan. 12, 2021, 9:51 p.m.Duration: 4 minutes 44 seconds
Listed in: Business
Mike Wilson: So... What Isnt Priced-In?
Published: Jan. 11, 2021, 10:58 p.m.Duration: 4 minutes 2 seconds
Listed in: Business
Special Episode: Are the Clouds Clearing for European Equities?
Published: Jan. 8, 2021, 10:33 p.m.Duration: 10 minutes 49 seconds
Listed in: Business
Andrew Sheets: Three Implications of the Blue Wave
Published: Jan. 7, 2021, 8:59 p.m.Duration: 3 minutes 1 second
Listed in: Business
Michael Zezas: Georgia Changes the Game
Published: Jan. 7, 2021, 4:14 p.m.Duration: 2 minutes 31 seconds
Listed in: Business
Reza Moghadam: New Year, New Europe
Published: Jan. 5, 2021, 10:50 p.m.Duration: 5 minutes 2 seconds
Listed in: Business
Mike Wilson: Strategically Riding the Bull in 2021
Published: Jan. 4, 2021, 11:43 p.m.Duration: 3 minutes 55 seconds
Listed in: Business
Michael Zezas: Whats Ahead for U.S. Policy in 2021?
Published: Dec. 23, 2020, 6 p.m.Duration: 2 minutes 39 seconds
Listed in: Business
Special Episode: Whats in Store for ESG Investing?
Published: Dec. 22, 2020, 7:41 p.m.Duration: 9 minutes 40 seconds
Listed in: Business
Mike Wilson: An Exhaustion Point for Good News?
Published: Dec. 21, 2020, 9:40 p.m.Duration: 3 minutes 33 seconds
Listed in: Business
Andrew Sheets: Unwrapping the Impact of Price Sensitivity
Published: Dec. 18, 2020, 6:02 p.m.Duration: 2 minutes 54 seconds
Listed in: Business
Corporate Credit 2021: A Shift to High Yield
Published: Dec. 17, 2020, 9:36 p.m.Duration: 10 minutes 35 seconds
Listed in: Business
Michael Zezas: All Eyes on Georgia
Published: Dec. 16, 2020, 10:06 p.m.Duration: 1 minute 48 seconds
Listed in: Business
Asia Equities 2021: Positioning Is Key
Published: Dec. 16, 2020, 1:52 a.m.Duration: 11 minutes 5 seconds
Listed in: Business
Mike Wilson: Getting Ahead of 2021 Leadership Shifts
Published: Dec. 14, 2020, 11:01 p.m.Duration: 3 minutes 29 seconds
Listed in: Business
Special Episode: As a Vaccine Rolls-Out, Whats Next?
Published: Dec. 14, 2020, 4:34 p.m.Duration: 7 minutes 32 seconds
Listed in: Business
Andrew Sheets: Why Rates Will Rise Next Year, and Why the Fed Will Let Them
Published: Dec. 10, 2020, 11:34 p.m.Duration: 2 minutes 39 seconds
Listed in: Business
Michael Zezas: Can Congress Break the Stimulus Logjam?
Published: Dec. 9, 2020, 8:47 p.m.Duration: 2 minutes 24 seconds
Listed in: Business
Mike Wilson: Closing the Books on 2020
Published: Dec. 7, 2020, 9:14 p.m.Duration: 3 minutes 29 seconds
Listed in: Business
Andrew Sheets: Corporate Credits Surprising Resiliency
Published: Dec. 4, 2020, 8:28 p.m.Duration: 3 minutes 27 seconds
Listed in: Business
Michael Zezas: What Happens Next on U.S.-China Trade?
Published: Dec. 2, 2020, 7:01 p.m.Duration: 3 minutes 5 seconds
Listed in: Business
China 2021: The Consumer Roars Back
Published: Dec. 1, 2020, 10:15 p.m.Duration: 11 minutes 32 seconds
Listed in: Business
Mike Wilson: A November to Remember
Published: Nov. 30, 2020, 9:47 p.m.Duration: 2 minutes 55 seconds
Listed in: Business
Andrew Sheets: Are Emerging Markets Reemerging?
Published: Nov. 27, 2020, 4:52 p.m.Duration: 3 minutes 31 seconds
Listed in: Business
Michael Zezas: The Real Risk of Fed/Treasury Conflict
Published: Nov. 25, 2020, 9:17 p.m.Duration: 2 minutes 13 seconds
Listed in: Business
U.S. Outlook 2021: Momentum Toward Recovery
Published: Nov. 24, 2020, 10:20 p.m.Duration: 14 minutes 20 seconds
Listed in: Business
Mike Wilson: Giving Thanks for a Brighter 2021
Published: Nov. 23, 2020, 10:32 p.m.Duration: 3 minutes 9 seconds
Listed in: Business
Special Episode: 2021 Global Outlook
Published: Nov. 21, 2020, 12:50 a.m.Duration: 15 minutes 15 seconds
Listed in: Business
Michael Zezas: Will D.C. Rein In Big Tech?
Published: Nov. 18, 2020, 8:32 p.m.Duration: 2 minutes 17 seconds
Listed in: Business
Mike Wilson: 2021 Preview - A Bull with Room to Run
Published: Nov. 16, 2020, 11:21 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
Andrew Sheets: An Artificial Calm?
Published: Nov. 13, 2020, 11:15 p.m.Duration: 2 minutes 59 seconds
Listed in: Business
Matt Hornbach: 2021 - Another Big Year for Liquidity?
Published: Nov. 12, 2020, 11:41 p.m.Duration: 3 minutes 54 seconds
Listed in: Business
Michael Zezas: Vaccine-driven Rebound Could Help Munis
Published: Nov. 11, 2020, 10:08 p.m.Duration: 2 minutes 38 seconds
Listed in: Business
Reza Moghadam: Amid Lockdowns, Europe Looks to a Vaccine
Published: Nov. 10, 2020, 9:25 p.m.Duration: 4 minutes 42 seconds
Listed in: Business
Mike Wilson: Markets Cheer Clarity on Vaccine, Election
Published: Nov. 9, 2020, 8:45 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
Special Episode: Markets Parse Election Results, Jobs Report
Published: Nov. 6, 2020, 8:16 p.m.Duration: 8 minutes 49 seconds
Listed in: Business
Michael Zezas: Breaking - Why Post-Election Day Just Got Trickier
Published: Nov. 5, 2020, 3:10 a.m.Duration: 2 minutes 48 seconds
Listed in: Business
Mike Wilson: Is the Worst of the Correction Over?
Published: Nov. 2, 2020, 10:19 p.m.Duration: 3 minutes 23 seconds
Listed in: Business
Andrew Sheets: A Transformational Sweep?
Published: Oct. 30, 2020, 6:14 p.m.Duration: 2 minutes 48 seconds
Listed in: Business
Michael Zezas: Election Night Strategy for Investors
Published: Oct. 28, 2020, 7:37 p.m.Duration: 2 minutes 49 seconds
Listed in: Business
Mike Wilson: 3 Sticking Points for U.S. Equities
Published: Oct. 26, 2020, 8:49 p.m.Duration: 3 minutes 44 seconds
Listed in: Business
U.S. Election 2020: Divided Government Scenarios
Published: Oct. 23, 2020, 8:01 p.m.Duration: 7 minutes 36 seconds
Listed in: Business
U.S. Election 2020: Straightaways and Detours
Published: Oct. 22, 2020, 9:37 p.m.Duration: 9 minutes 18 seconds
Listed in: Business
Michael Zezas: What's Going On With The U.S. Bond Market?
Published: Oct. 21, 2020, 9:15 p.m.Duration: 2 minutes 46 seconds
Listed in: Business
Mike Wilson: Why the Correction May Not Be Over
Published: Oct. 19, 2020, 7:43 p.m.Duration: 3 minutes 50 seconds
Listed in: Business
Andrew Sheets: Are Markets Pricing-In Recent U.S. Election Polls?
Published: Oct. 16, 2020, 8:16 p.m.Duration: 2 minutes 48 seconds
Listed in: Business
Special Episode: Playing the Reopening and Recovery Into 2021
Published: Oct. 15, 2020, 9:46 p.m.Duration: 9 minutes 8 seconds
Listed in: Business
Michael Zezas: One Fewer Election Blind Spot?
Published: Oct. 14, 2020, 8:54 p.m.Duration: 2 minutes 51 seconds
Listed in: Business
Mike Wilson: Investors Juggle Multiple Uncertainties
Published: Oct. 12, 2020, 8:36 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
Andrew Sheets: The New Definition of Peak Oil?
Published: Oct. 9, 2020, 7:58 p.m.Duration: 3 minutes 17 seconds
Listed in: Business
Michael Zezas: Should Investors Prepare for No Stimulus?
Published: Oct. 7, 2020, 9:43 p.m.Duration: 2 minutes 4 seconds
Listed in: Business
Mike Wilson: Rate Scare on Deck?
Published: Oct. 5, 2020, 9:04 p.m.Duration: 3 minutes 23 seconds
Listed in: Business
Andrew Sheets: How Will Markets React to a Workable Vaccine?
Published: Oct. 2, 2020, 7:08 p.m.Duration: 2 minutes 47 seconds
Listed in: Business
Special Episode: COVID-19 Vaccine - Trials and Tribulations
Published: Oct. 1, 2020, 9:31 p.m.Duration: 9 minutes 41 seconds
Listed in: Business
Michael Zezas: Its the Results That Count
Published: Sept. 30, 2020, 6:49 p.m.Duration: 2 minutes 18 seconds
Listed in: Business
Mike Wilson: Near-term Correction; Long-term Recovery?
Published: Sept. 28, 2020, 8:03 p.m.Duration: 3 minutes 11 seconds
Listed in: Business
Andrew Sheets: Four Reasons to Remain Patient
Published: Sept. 25, 2020, 8:46 p.m.Duration: 2 minutes 44 seconds
Listed in: Business
Michael Zezas: Unlikely Paths to Stimulus May Interest Investors
Published: Sept. 24, 2020, 1:05 a.m.Duration: 2 minutes 8 seconds
Listed in: Business
Mike Wilson: A Correction with Policy Roots
Published: Sept. 21, 2020, 9:57 p.m.Duration: 3 minutes 56 seconds
Listed in: Business
Andrew Sheets: The Uncertainty of the Feds New Certainty
Published: Sept. 18, 2020, 8:12 p.m.Duration: 3 minutes 24 seconds
Listed in: Business
Special Episode: The ABCs of ESG ETFs
Published: Sept. 16, 2020, 9:29 p.m.Duration: 9 minutes 6 seconds
Listed in: Business
Mike Wilson: Could the Correction Continue Further?
Published: Sept. 14, 2020, 9:05 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
Andrew Sheets: Markets Ponder a Trillion-Dollar Question
Published: Sept. 11, 2020, 9:47 p.m.Duration: 3 minutes 8 seconds
Listed in: Business
Special Episode: Why Vaccine Discovery is Just the Beginning
Published: Sept. 10, 2020, 10:15 p.m.Duration: 9 minutes 59 seconds
Listed in: Business
Michael Zezas: The Waiting is the Hardest Part
Published: Sept. 9, 2020, 9:09 p.m.Duration: 2 minutes 11 seconds
Listed in: Business
Mike Wilson: Putting the Market Correction in Context
Published: Sept. 8, 2020, 10:45 p.m.Duration: 4 minutes 5 seconds
Listed in: Business
Andrew Sheets: Are Markets Really Disconnected?
Published: Sept. 3, 2020, 7:03 p.m.Duration: 2 minutes 17 seconds
Listed in: Business
Mike Wilson: The Age of Fiscal Policy Dominance?
Published: Aug. 31, 2020, 9:17 p.m.Duration: 3 minutes 52 seconds
Listed in: Business
Michael Zezas: How Much Aid Do State/Local Governments Need?
Published: Aug. 26, 2020, 7:01 p.m.Duration: 2 minutes 28 seconds
Listed in: Business
Robin Xing: Chinas Next Phase - Recovery, Reshoring, Retaining
Published: Aug. 25, 2020, 8:28 p.m.Duration: 4 minutes 9 seconds
Listed in: Business
Mike Wilson: Are We Ripe for a U.S. Equities Correction?
Published: Aug. 24, 2020, 9:43 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
Andrew Sheets: What Can a Haircut Tell Us About Inflation?
Published: Aug. 21, 2020, 7:57 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
Michael Zezas: Sizing Up Democrat Corporate Tax Proposals
Published: Aug. 19, 2020, 8:21 p.m.Duration: 3 minutes 5 seconds
Listed in: Business
Mike Wilson: The Case for Higher Long-Term Interest Rates
Published: Aug. 17, 2020, 11:26 p.m.Duration: 3 minutes 11 seconds
Listed in: Business
Andrew Sheets: Better to Travel Than to Arrive?
Published: Aug. 14, 2020, 5:44 p.m.Duration: 2 minutes 38 seconds
Listed in: Business
Michael Zezas: Rising Risks for New Stimulus?
Published: Aug. 12, 2020, 6:12 p.m.Duration: 2 minutes 59 seconds
Listed in: Business
Reza Moghadam: The EU Recovery Funds Next Phase
Published: Aug. 11, 2020, 9:07 p.m.Duration: 4 minutes 39 seconds
Listed in: Business
Andrew Sheets: The Case for Optimism in the Near Term
Published: Aug. 7, 2020, 7:06 p.m.Duration: 2 minutes 53 seconds
Listed in: Business
Mike Wilson: Whos Driving The Growth in U.S. Money Supply?
Published: Aug. 3, 2020, 7:25 p.m.Duration: 3 minutes 51 seconds
Listed in: Business
Andrew Sheets: A Refreshing Pause for Markets?
Published: July 31, 2020, 7:20 p.m.Duration: 3 minutes 22 seconds
Listed in: Business
Michael Zezas: Considering a Potential U.S.-China Decoupling
Published: July 29, 2020, 8:40 p.m.Duration: 2 minutes 46 seconds
Listed in: Business
Special Episode: Investment Themes for a Post-COVID World
Published: July 28, 2020, 10:01 p.m.Duration: 10 minutes 28 seconds
Listed in: Business
Mike Wilson: Have Stocks Pulled Forward Too Much?
Published: July 27, 2020, 7:22 p.m.Duration: 4 minutes 19 seconds
Listed in: Business
Special Episode, Part 2: COVID-19 - How Close Are We to a Vaccine?
Published: July 24, 2020, 7:47 p.m.Duration: 8 minutes 12 seconds
Listed in: Business
Special Episode: COVID-19 - Preparing for Fall's Second Wave
Published: July 23, 2020, 9:07 p.m.Duration: 8 minutes 39 seconds
Listed in: Business
Michael Zezas: States Look to D.C. to Fill Budget Holes
Published: July 22, 2020, 8:23 p.m.Duration: 2 minutes 17 seconds
Listed in: Business
Mike Wilson: Adapting to The Ninth Wonder of the World
Published: July 20, 2020, 10:47 p.m.Duration: 4 minutes 17 seconds
Listed in: Business
Andrew Sheets: Bracing for Challenges Ahead
Published: July 17, 2020, 8:15 p.m.Duration: 3 minutes 7 seconds
Listed in: Business
Michael Zezas: Coronavirus - Why Another Stimulus Deal is Likely
Published: July 15, 2020, 8:04 p.m.Duration: 2 minutes 33 seconds
Listed in: Business
Mike Wilson: U.S. Markets Weigh Optimism; Uncertainty
Published: July 13, 2020, 8:10 p.m.Duration: 4 minutes 2 seconds
Listed in: Business
Andrew Sheets: Pressure Testing the Overoptimistic Markets Argument
Published: July 10, 2020, 4:55 p.m.Duration: 3 minutes 15 seconds
Listed in: Business
Michael Zezas: How Should Investors Ride a Potential Blue Wave?
Published: July 8, 2020, 7:02 p.m.Duration: 2 minutes 37 seconds
Listed in: Business
Mike Wilson: Is Inflation Healthy for an Economy?
Published: July 6, 2020, 9:16 p.m.Duration: 4 minutes 7 seconds
Listed in: Business
Andrew Sheets: The Legacy of Alexander Hamilton
Published: July 2, 2020, 7:39 p.m.Duration: 3 minutes 12 seconds
Listed in: Business
Mike Wilson: Two Key Points about a U.S. Recovery
Published: June 29, 2020, 9:51 p.m.Duration: 2 minutes 56 seconds
Listed in: Business
Special Episode, Part 2: Europe Navigates the Coronavirus
Published: June 26, 2020, 6:16 p.m.Duration: 7 minutes 31 seconds
Listed in: Business
Special Episode: Reopening at the Tipping Point
Published: June 25, 2020, 7:28 p.m.Duration: 9 minutes 47 seconds
Listed in: Business
Michael Zezas: Is Multipolarity the New Megatrend?
Published: June 24, 2020, 8:09 p.m.Duration: 2 minutes 46 seconds
Listed in: Business
Mike Wilson: Investor Reactions to a More Constructive Outlook
Published: June 22, 2020, 11:10 p.m.Duration: 3 minutes 59 seconds
Listed in: Business
Andrew Sheets: Is This Recession Actually... Normal?
Published: June 19, 2020, 8:27 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
Michael Zezas: Another Round of U.S. Pandemic Relief?
Published: June 17, 2020, 7:55 p.m.Duration: 2 minutes 10 seconds
Listed in: Business
Mike Wilson: The Highs and Lows of New Bull Markets
Published: June 15, 2020, 9:38 p.m.Duration: 4 minutes 14 seconds
Listed in: Business
Special Episode: Europes Moment of Solidarity
Published: June 12, 2020, 8 p.m.Duration: 11 minutes 57 seconds
Listed in: Business
Michael Zezas: Unpacking the Politics of Deficits
Published: June 10, 2020, 6:04 p.m.Duration: 3 minutes 30 seconds
Listed in: Business
Andrew Sheets: A Significant Moment for the Eurozone
Published: June 9, 2020, 9:15 p.m.Duration: 3 minutes 17 seconds
Listed in: Business
Mike Wilson: Rates Play Catch-Up, Again
Published: June 8, 2020, 8:23 p.m.Duration: 4 minutes 42 seconds
Listed in: Business
Andrew Sheets: What Do Markets Reward? Progress.
Published: June 5, 2020, 7:06 p.m.Duration: 3 minutes 30 seconds
Listed in: Business
Special Episode: The Race to a Vaccine
Published: June 4, 2020, 6:19 p.m.Duration: 10 minutes 40 seconds
Listed in: Business
Mike Wilson: Welcome to Early Cycle?
Published: June 1, 2020, 7:54 p.m.Duration: 3 minutes 23 seconds
Listed in: Business
Andrew Sheets: Does COVID-19 Change the Investing Playbook?
Published: May 29, 2020, 6:30 p.m.Duration: 3 minutes 17 seconds
Listed in: Business
Michael Zezas: Could Cash-Strapped States Bank on Online Gaming?
Published: May 27, 2020, 5:06 p.m.Duration: 1 minute 46 seconds
Listed in: Business
Mike Wilson: 3 Reasons Why a 2020 Recovery May Be Different
Published: May 26, 2020, 9:34 p.m.Duration: 3 minutes 21 seconds
Listed in: Business
Special Episode: All Hail the U.S. Consumer
Published: May 22, 2020, 8:17 p.m.Duration: 6 minutes 47 seconds
Listed in: Business
Andrew Sheets: The Case for the Return of Inflation
Published: May 21, 2020, 7:38 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
Michael Zezas: The Mechanics of Fiscal Stimulus
Published: May 20, 2020, 7:57 p.m.Duration: 2 minutes 9 seconds
Listed in: Business
Mike Wilson: Financial Repression Is Alive and Well
Published: May 18, 2020, 8:20 p.m.Duration: 4 minutes 4 seconds
Listed in: Business
Andrew Sheets: Are Negative Interest Rates Coming to the U.S. and UK?
Published: May 15, 2020, 7:38 p.m.Duration: 3 minutes 14 seconds
Listed in: Business
Special Episode: Lessons and Limits of Chinas Recovery
Published: May 14, 2020, 9:41 p.m.Duration: 9 minutes 58 seconds
Listed in: Business
Michael Zezas: COVID-19 Sparks Renewed U.S.-China Trade Tensions
Published: May 13, 2020, 11:04 p.m.Duration: 2 minutes 40 seconds
Listed in: Business
Mike Wilson: U is for Unicorn
Published: May 11, 2020, 11:20 p.m.Duration: 3 minutes 48 seconds
Listed in: Business
Special Episode, Part 2: Markets Eye Climbing Government Deficits
Published: May 8, 2020, 7:49 p.m.Duration: 9 minutes 38 seconds
Listed in: Business
Special Episode: Recovering from the Stimulus
Published: May 7, 2020, 8:50 p.m.Duration: 8 minutes 2 seconds
Listed in: Business
Michael Zezas: Fixing a Hole (in State Budgets)
Published: May 6, 2020, 6:31 p.m.Duration: 1 minute 51 seconds
Listed in: Business
Mike Wilson: A Pause that Refreshes
Published: May 4, 2020, 7:09 p.m.Duration: 3 minutes 38 seconds
Listed in: Business
Andrew Sheets: The Disconnect Between Economies and Markets
Published: May 1, 2020, 6:54 p.m.Duration: 3 minutes 31 seconds
Listed in: Business
Matthew Hornbach: A Change of Fortune for the U.S. Dollar?
Published: April 30, 2020, 9 p.m.Duration: 4 minutes 8 seconds
Listed in: Business
Michael Zezas: Could U.S. State Governments Go Bankrupt?
Published: April 29, 2020, 6:41 p.m.Duration: 2 minutes 49 seconds
Listed in: Business
Mike Wilson: Staying Ahead of the (Flattening) Curve
Published: April 27, 2020, 7:47 p.m.Duration: 3 minutes 44 seconds
Listed in: Business
Andrew Sheets: Even in a Crisis, the Cycle Still Matters
Published: April 24, 2020, 6:31 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
Special Episode, Part 2: How Much Stimulus Is Enough?
Published: April 23, 2020, 7:03 p.m.Duration: 6 minutes 52 seconds
Listed in: Business
Special Episode: How Much Stimulus Is Enough?
Published: April 22, 2020, 7 p.m.Duration: 8 minutes 51 seconds
Listed in: Business
Mike Wilson: Equities Position for Americas Grand Reopening
Published: April 20, 2020, 8:14 p.m.Duration: 3 minutes 56 seconds
Listed in: Business
Andrew Sheets: Why OPEC May Be Rethinking Its Strategy
Published: April 17, 2020, 5:12 p.m.Duration: 3 minutes 31 seconds
Listed in: Business
Reza Moghadam: Emerging-Market Economies Prepare for COVID-19
Published: April 16, 2020, 7:15 p.m.Duration: 4 minutes 47 seconds
Listed in: Business
Michael Zezas: Has the Fed Ignited Muni Bond Markets?
Published: April 15, 2020, 7:36 p.m.Duration: 2 minutes 38 seconds
Listed in: Business
Special Episode, Part 2: Coronavirus - Building Models to Rebuild Economies
Published: April 14, 2020, 4:21 p.m.Duration: 10 minutes 23 seconds
Listed in: Business
Mike Wilson: U.S. Markets React to Fed Moves
Published: April 13, 2020, 9:57 p.m.Duration: 4 minutes 56 seconds
Listed in: Business
Special Episode: Coronavirus Building Models to Rebuild Economies
Published: April 9, 2020, 8:48 p.m.Duration: 9 minutes 57 seconds
Listed in: Business
Michael Zezas: Another Dose of Fiscal Stimulus?
Published: April 8, 2020, 7:18 p.m.Duration: 2 minutes 53 seconds
Listed in: Business
Mike Wilson: What Are Markets Thinking?
Published: April 6, 2020, 9:38 p.m.Duration: 3 minutes 58 seconds
Listed in: Business
Andrew Sheets: Optimism for Credit Markets
Published: April 3, 2020, 7:12 p.m.Duration: 2 minutes 58 seconds
Listed in: Business
Michael Zezas: What Does the CARES Act Buy?
Published: April 1, 2020, 7:29 p.m.Duration: 2 minutes 50 seconds
Listed in: Business
Mike Wilson: U.S. Equities - Is the Worst Behind Us?
Published: March 30, 2020, 9:11 p.m.Duration: 3 minutes 58 seconds
Listed in: Business
Andrew Sheets: The Critical Calls of Financial Referees
Published: March 27, 2020, 7:17 p.m.Duration: 3 minutes 18 seconds
Listed in: Business
Special Episode: Can $2 Trillion Flatten the Unemployment Curve?
Published: March 26, 2020, 10:56 p.m.Duration: 6 minutes 27 seconds
Listed in: Business
Michael Zezas: Sizing Up the Stimulus Package
Published: March 25, 2020, 7:33 p.m.Duration: 2 minutes 51 seconds
Listed in: Business
Mike Wilson: The Underlying Reasons for Recession
Published: March 23, 2020, 11:52 p.m.Duration: 3 minutes 48 seconds
Listed in: Business
Andrew Sheets: First, Improve on Uncertainty
Published: March 20, 2020, 6:16 p.m.Duration: 3 minutes 19 seconds
Listed in: Business
Andrew Sheets: Why We Think Risk/Reward Is Improving
Published: March 19, 2020, 9:53 p.m.Duration: 3 minutes 45 seconds
Listed in: Business
Special Episode: Imagining the Shape of Recovery
Published: March 18, 2020, 10:46 p.m.Duration: 7 minutes 29 seconds
Listed in: Business
Michael Zezas: Inside the Municipal Bond Liquidity Trap
Published: March 17, 2020, 8:26 p.m.Duration: 2 minutes 35 seconds
Listed in: Business
Mike Wilson: The End of The Cyclical Bear Market?
Published: March 16, 2020, 9:27 p.m.Duration: 4 minutes 24 seconds
Listed in: Business
Andrew Sheets: The Comfort of Market Patterns
Published: March 13, 2020, 3:57 p.m.Duration: 3 minutes 1 second
Listed in: Business
Michael Zezas: Oil Exporter Tensions Add to Market Worries
Published: March 11, 2020, 9:01 p.m.Duration: 2 minutes 18 seconds
Listed in: Business
Special Episode: The Road Ahead
Published: March 10, 2020, 10:37 p.m.Duration: 8 minutes
Listed in: Business
Mike Wilson: Revisiting the Rolling Bear Market
Published: March 9, 2020, 9:24 p.m.Duration: 4 minutes 32 seconds
Listed in: Business
Andrew Sheets: Patience as an Investing Virtue
Published: March 6, 2020, 9:22 p.m.Duration: 2 minutes 39 seconds
Listed in: Business
Michael Zezas: Lessons from Super Tuesday
Published: March 4, 2020, 9:24 p.m.Duration: 3 minutes 57 seconds
Listed in: Business
Special Episode: A Policy Fix Isnt Easy
Published: March 3, 2020, 10:50 p.m.Duration: 2 minutes 54 seconds
Listed in: Business
Andrew Sheets: Coronavirus: Are Markets Overreacting?
Published: Feb. 27, 2020, 8:22 p.m.Duration: 3 minutes 15 seconds
Listed in: Business
Special Episode: Coronavirus as Catalyst
Published: Feb. 26, 2020, 10:12 p.m.Duration: 3 minutes 19 seconds
Listed in: Business
Michael Zezas: Medicare for All... for Investors
Published: Feb. 26, 2020, 2:30 p.m.Duration: 2 minutes 50 seconds
Listed in: Business
Mike Wilson: All Hail the 50/50 Portfolio?
Published: Feb. 24, 2020, 6:16 p.m.Duration: 4 minutes 5 seconds
Listed in: Business
Andrew Sheets: Why 2020 May Be Tricky for Investors
Published: Feb. 21, 2020, 10:09 p.m.Duration: 3 minutes 23 seconds
Listed in: Business
Michael Zezas: Coronavirus and Slowbalization
Published: Feb. 18, 2020, 4:17 p.m.Duration: 1 minute 50 seconds
Listed in: Business
Andrew Sheets: Will Returns Be Front-Loaded in 2020?
Published: Feb. 14, 2020, 6:09 p.m.Duration: 3 minutes 10 seconds
Listed in: Business
Michael Zezas: Notes from New Hampshire
Published: Feb. 12, 2020, 8:52 p.m.Duration: 2 minutes 24 seconds
Listed in: Business
Mike Wilson: Knowing Where to Look
Published: Feb. 10, 2020, 8:10 p.m.Duration: 4 minutes 17 seconds
Listed in: Business
Andrew Sheets: Supply Also Matters
Published: Feb. 7, 2020, 4:37 p.m.Duration: 3 minutes 7 seconds
Listed in: Business
Michael Zezas: The Limited Lives of Multiple Narratives
Published: Feb. 5, 2020, 10:44 p.m.Duration: 2 minutes 32 seconds
Listed in: Business
Mike Wilson: The Tug of War for U.S. Equites
Published: Feb. 4, 2020, 2:16 p.m.Duration: 3 minutes 54 seconds
Listed in: Business
Jonathan Garner: What Can SARS Tell Us About the Coronavirus?
Published: Jan. 31, 2020, 9:41 p.m.Duration: 3 minutes 11 seconds
Listed in: Business
Andrew Sheets: Coronavirus Affects the Narrative
Published: Jan. 30, 2020, 9:37 p.m.Duration: 2 minutes 29 seconds
Listed in: Business
Andrew Sheets: Are More Countries Saying Deficits Dont Matter?
Published: Jan. 29, 2020, 4:52 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
Michael Zezas: Taxation Complicates U.S.-EU Trade
Published: Jan. 27, 2020, 9:51 p.m.Duration: 1 minute 48 seconds
Listed in: Business
Andrew Sheets: As 2020 Begins, Investors Get Optimistic
Published: Jan. 24, 2020, 7:41 p.m.Duration: 3 minutes 25 seconds
Listed in: Business
Michael Zezas: Do Incumbents Always Win with a Strong Economy?
Published: Jan. 22, 2020, 10 p.m.Duration: 2 minutes 4 seconds
Listed in: Business
Mike Wilson: Pressure Testing the Bull Case
Published: Jan. 21, 2020, 8:47 p.m.Duration: 3 minutes 59 seconds
Listed in: Business
Andrew Sheets: Remember Fundamentals?
Published: Jan. 17, 2020, 8:37 p.m.Duration: 2 minutes 40 seconds
Listed in: Business
Michael Zezas: The Other Concern for U.S. Trade
Published: Jan. 15, 2020, 4:23 p.m.Duration: 2 minutes 4 seconds
Listed in: Business
Jonathan Garner: An Underappreciated Turnaround Story?
Published: Jan. 14, 2020, 5 p.m.Duration: 3 minutes 19 seconds
Listed in: Business
Mike Wilson: The Other Type of Income Inequality
Published: Jan. 13, 2020, 9:26 p.m.Duration: 3 minutes 53 seconds
Listed in: Business
Andrew Sheets: Mapping the Future of Oil Prices
Published: Jan. 10, 2020, 6:52 p.m.Duration: 2 minutes 44 seconds
Listed in: Business
Michael Zezas: Whats Next on U.S.-China Trade?
Published: Jan. 8, 2020, 5:44 p.m.Duration: 1 minute 57 seconds
Listed in: Business
Mike Wilson: Weighing Fed Intervention, Geopolitics
Published: Jan. 7, 2020, 4:15 a.m.Duration: 3 minutes 42 seconds
Listed in: Business
Andrew Sheets: A New Chapter for the United Kingdom
Published: Jan. 3, 2020, 6 p.m.Duration: 3 minutes 14 seconds
Listed in: Business
Mike Wilson: 2020 and the Return to Reflation
Published: Dec. 23, 2019, 5:34 p.m.Duration: 4 minutes 22 seconds
Listed in: Business
Andrew Sheets: 3 Lessons from 2019... for 2020
Published: Dec. 20, 2019, 6:57 p.m.Duration: 3 minutes 45 seconds
Listed in: Business
Michael Zezas: Markets Mull the Phase One Deal
Published: Dec. 18, 2019, 8:56 p.m.Duration: 2 minutes 15 seconds
Listed in: Business
Mike Wilson: A Trifecta of Positive Catalysts
Published: Dec. 16, 2019, 7:49 p.m.Duration: 3 minutes 41 seconds
Listed in: Business
Andrew Sheets: 2020 Playbook: Analyzing the Bull Case
Published: Dec. 13, 2019, 8:37 p.m.Duration: 2 minutes 51 seconds
Listed in: Business
Special Episode: Manufacturing Data Sends an Upbeat Signal
Published: Dec. 12, 2019, 8:49 p.m.Duration: 2 minutes 35 seconds
Listed in: Business
Michael Zezas: U.S.-China Trade: What Happens in 2020?
Published: Dec. 11, 2019, 8:48 p.m.Duration: 2 minutes 3 seconds
Listed in: Business
Mike Wilson: The Virtuous Circle of Excess Liquidity
Published: Dec. 9, 2019, 10:10 p.m.Duration: 4 minutes 11 seconds
Listed in: Business
Andrew Sheets: 2020 Playbook: Analyzing the Bear Case
Published: Dec. 6, 2019, 8:43 p.m.Duration: 2 minutes 56 seconds
Listed in: Business
Michael Zezas: How Do Close U.S. Elections Affect Markets?
Published: Dec. 4, 2019, 8:06 p.m.Duration: 1 minute 53 seconds
Listed in: Business
Mike Wilson: A Volatility Reprieve
Published: Dec. 2, 2019, 10:11 p.m.Duration: 4 minutes 7 seconds
Listed in: Business
Michael Zezas: Optimism Over the U.S.-EU Auto Tariffs?
Published: Nov. 27, 2019, 4 p.m.Duration: 1 minute 54 seconds
Listed in: Business
Mike Wilson: Global Reflation: To Be or Not to Be?
Published: Nov. 25, 2019, 9:15 p.m.Duration: 4 minutes 32 seconds
Listed in: Business
Andrew Sheets: Commodities Outlook 2020: Too Much of Everything?
Published: Nov. 22, 2019, 5:09 p.m.Duration: 2 minutes 36 seconds
Listed in: Business
Michael Zezas: The 2020 Election: 4 Sectors to Watch
Published: Nov. 20, 2019, 4:18 p.m.Duration: 2 minutes 13 seconds
Listed in: Business
Andrew Sheets: As Global Growth Improves, What to Watch
Published: Nov. 18, 2019, 8:05 p.m.Duration: 3 minutes 20 seconds
Listed in: Business
Andrew Sheets: Will Markets See End-of-Year Holiday Cheer?
Published: Nov. 15, 2019, 4:19 p.m.Duration: 2 minutes 46 seconds
Listed in: Business
Michael Zezas: The Power of Unified Government
Published: Nov. 13, 2019, 7:28 p.m.Duration: 2 minutes 32 seconds
Listed in: Business
Mike Wilson: The Return of the Secular Bull Market?
Published: Nov. 11, 2019, 8:07 p.m.Duration: 3 minutes 56 seconds
Listed in: Business
Andrew Sheets: A Tough Road Ahead for the 60/40 Portfolio?
Published: Nov. 8, 2019, 7:12 p.m.Duration: 3 minutes 42 seconds
Listed in: Business
Michael Zezas: The 2020 Election Outlook for Investors
Published: Nov. 7, 2019, 8:07 p.m.Duration: 2 minutes 23 seconds
Listed in: Business
Special Episode: Weighing a Global Growth Recovery
Published: Nov. 7, 2019, 1 a.m.Duration: 2 minutes 32 seconds
Listed in: Business
Mike Wilson: Amid New Highs, Uncertainty Remains
Published: Nov. 4, 2019, 8:10 p.m.Duration: 3 minutes 45 seconds
Listed in: Business
Andrew Sheets: The Cost of Easy Policy: A 10 Year Outlook
Published: Nov. 1, 2019, 7:55 p.m.Duration: 3 minutes 29 seconds
Listed in: Business
Mike Wilson: Are U.S. Equities Defying Gravity?
Published: Oct. 28, 2019, 8:32 p.m.Duration: 3 minutes 28 seconds
Listed in: Business
Andrew Sheets: Can Sentiment Alone Drive Markets Higher?
Published: Oct. 25, 2019, 4:11 p.m.Duration: 3 minutes 10 seconds
Listed in: Business
Michael Zezas: Could Phase One Be the Turning Point?
Published: Oct. 23, 2019, 8:02 p.m.Duration: 1 minute 56 seconds
Listed in: Business
Mike Wilson: 5 Pockets of Opportunity for Equities Investors
Published: Oct. 21, 2019, 8:35 p.m.Duration: 3 minutes 42 seconds
Listed in: Business
Andrew Sheets: One Market We Feel Good About
Published: Oct. 18, 2019, 6 p.m.Duration: 2 minutes 42 seconds
Listed in: Business
Michael Zezas: A Durable Pause on U.S.-China Trade Tensions?
Published: Oct. 16, 2019, 4:29 p.m.Duration: 2 minutes 4 seconds
Listed in: Business
Mike Wilson: How Will the Phase One Trade Deal Impact Earnings?
Published: Oct. 14, 2019, 7:38 p.m.Duration: 3 minutes 48 seconds
Listed in: Business
Andrew Sheets: Is the Dollar Losing Its Safe Haven Status?
Published: Oct. 11, 2019, 7:43 p.m.Duration: 2 minutes 38 seconds
Listed in: Business
Michael Zezas: The Key Variable in U.S.-China Trade Talks
Published: Oct. 9, 2019, 2:32 p.m.Duration: 2 minutes 1 second
Listed in: Business
Mike Wilson: An Unsatisfying Market for Bulls and Bears?
Published: Oct. 7, 2019, 4:31 p.m.Duration: 3 minutes 31 seconds
Listed in: Business
Andrew Sheets: The 3 Most Powerful Market Indicators?
Published: Oct. 4, 2019, 7:13 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
Michael Zezas: U.S.-China Trade: The Outlook for Fall
Published: Oct. 2, 2019, 7:42 p.m.Duration: 2 minutes 11 seconds
Listed in: Business
Special Series: U.S. Housing Faces a Generational Turning Point
Published: Oct. 1, 2019, 8:17 p.m.Duration: 3 minutes 23 seconds
Listed in: Business
Mike Wilson: Are Markets Rethinking Pricey Growth Stocks?
Published: Sept. 30, 2019, 4:41 p.m.Duration: 3 minutes 10 seconds
Listed in: Business
Andrew Sheets: A Tale of Two Oil Price Spikes
Published: Sept. 27, 2019, 2 p.m.Duration: 2 minutes 58 seconds
Listed in: Business
Michael Zezas: How Do Markets View Major Policy Proposals?
Published: Sept. 25, 2019, 9:33 p.m.Duration: 1 minute 57 seconds
Listed in: Business
Special Series: Is NextGen Reinventing the Banking Experience?
Published: Sept. 24, 2019, 7:47 p.m.Duration: 4 minutes 34 seconds
Listed in: Business
Mike Wilson: Looking Toward Q3 Earnings
Published: Sept. 23, 2019, 9 p.m.Duration: 3 minutes 28 seconds
Listed in: Business
Andrew Sheets: Are Lower Interest Rates Always Beneficial?
Published: Sept. 20, 2019, 5:07 p.m.Duration: 2 minutes 44 seconds
Listed in: Business
Michael Zezas: Investors Look for Progress on U.S-China Trade
Published: Sept. 18, 2019, 8:13 p.m.Duration: 2 minutes 45 seconds
Listed in: Business
Special Series: Which Way is U.S. Spending Trending?
Published: Sept. 17, 2019, 7:30 p.m.Duration: 2 minutes 33 seconds
Listed in: Business
Mike Wilson: Value Stocks Have Their Moment
Published: Sept. 16, 2019, 8:33 p.m.Duration: 3 minutes 10 seconds
Listed in: Business
Andrew Sheets: Is There a Downside to Cutting Interest Rates?
Published: Sept. 13, 2019, 5:03 p.m.Duration: 2 minutes 48 seconds
Listed in: Business
Special Series: From Baby Boom to Youth Boom
Published: Sept. 10, 2019, 5:08 p.m.Duration: 4 minutes 20 seconds
Listed in: Business
Mike Wilson: Home on the Range Bound?
Published: Sept. 9, 2019, 8:45 p.m.Duration: 2 minutes 48 seconds
Listed in: Business
Andrew Sheets: What Happens When the Price Isnt Right?
Published: Sept. 6, 2019, 9:03 p.m.Duration: 3 minutes 11 seconds
Listed in: Business
Michael Zezas: Pondering a World of Unresolved Trade Issues
Published: Sept. 4, 2019, 7:32 p.m.Duration: 1 minute 43 seconds
Listed in: Business
Mike Wilson: New Data Sends Concerning Signs for U.S. Stocks
Published: Sept. 3, 2019, 9:46 p.m.Duration: 3 minutes 32 seconds
Listed in: Business
Andrew Sheets: Title: Can Central Banks Cure Market Woes?
Published: Aug. 30, 2019, 5:09 p.m.Duration: 3 minutes 15 seconds
Listed in: Business
Mike Wilson: On Recession Risks, Perspective Matters
Published: Aug. 26, 2019, 9:47 p.m.Duration: 3 minutes 5 seconds
Listed in: Business
Andrew Sheets: All Hail the U.S. Consumer?
Published: Aug. 23, 2019, 2:23 p.m.Duration: 3 minutes 23 seconds
Listed in: Business
Michael Zezas: Time to Rethink Allocations?
Published: Aug. 21, 2019, 3:49 p.m.Duration: 2 minutes 7 seconds
Listed in: Business
Mike Wilson: Back Next Week
Published: Aug. 19, 2019, 8:54 p.m.Duration: 6 seconds
Listed in: Business
Andrew Sheets: The Yield Curve Inverts for a Reason
Published: Aug. 16, 2019, 6:45 p.m.Duration: 3 minutes 13 seconds
Listed in: Business
Michael Zezas: The Story Behind Falling Bond Yields
Published: Aug. 14, 2019, 9:05 p.m.Duration: 2 minutes 6 seconds
Listed in: Business
Mike Wilson: Navigating the Q3 Dog Days
Published: Aug. 12, 2019, 6:56 p.m.Duration: 3 minutes 8 seconds
Listed in: Business
Andrew Sheets: Can Central Banks Keep Up with Market Expectations?
Published: Aug. 9, 2019, 8:40 p.m.Duration: 3 minutes 9 seconds
Listed in: Business
Michael Zezas: The Potential Impact of Lasting Tariffs
Published: Aug. 7, 2019, 2:44 p.m.Duration: 2 minutes 15 seconds
Listed in: Business
Mike Wilson: Markets Face a Sell the News Moment
Published: Aug. 5, 2019, 9:03 p.m.Duration: 3 minutes 57 seconds
Listed in: Business
Andrew Sheets: The Feds Great Expectations Quandary
Published: Aug. 2, 2019, 7:44 p.m.Duration: 3 minutes 32 seconds
Listed in: Business
Michael Zezas: Trade Uncertainty and Corporate Confidence
Published: July 31, 2019, 8:52 p.m.Duration: 2 minutes
Listed in: Business
Mike Wilson: Will the Fed Surprise on a Rate Cut?
Published: July 29, 2019, 10:37 p.m.Duration: 3 minutes 40 seconds
Listed in: Business
Special: Access & Opportunity Preview
Published: July 26, 2019, 7:08 p.m.Duration: 4 minutes 44 seconds
Listed in: Business
Michael Zezas: The Fed Rate Cut Debate for Bond Investors
Published: July 24, 2019, 5 p.m.Duration: 2 minutes 45 seconds
Listed in: Business
Mike Wilson: Weighing a Potential Fed Rate Cut
Published: July 22, 2019, 9:02 p.m.Duration: 3 minutes 48 seconds
Listed in: Business
Andrew Sheets: 3 Consensus Views Worth Questioning
Published: July 19, 2019, 8:49 p.m.Duration: 4 minutes 10 seconds
Listed in: Business
Michael Zezas: 2020 Election: How Likely Is Medicare-for-All?
Published: July 17, 2019, 8:37 p.m.Duration: 2 minutes 11 seconds
Listed in: Business
Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do
Published: July 15, 2019, 5:46 p.m.Duration: 4 minutes 7 seconds
Listed in: Business
Andrew Sheets: A Second (and Third) Opinion for Equity Markets
Published: July 12, 2019, 7:55 p.m.Duration: 4 minutes 14 seconds
Listed in: Business
Michael Zezas: Healthcare Reform - Here We Go Again?
Published: July 10, 2019, 5:21 p.m.Duration: 2 minutes 42 seconds
Listed in: Business
Mike Wilson: 3 Summer Surprises Investors Could Be Missing
Published: July 8, 2019, 8:05 p.m.Duration: 3 minutes 21 seconds
Listed in: Business
Andrew Sheets: A Narrow Path
Published: July 5, 2019, 5 p.m.Duration: 3 minutes 32 seconds
Listed in: Business
Michael Zezas: How Markets View the Pause on Trade Tariffs
Published: July 3, 2019, 3:54 p.m.Duration: 2 minutes 39 seconds
Listed in: Business
Mike Wilson: A G20 Trade Truce?
Published: July 1, 2019, 7:03 p.m.Duration: 3 minutes 49 seconds
Listed in: Business
Andrew Sheets: What to Watch from the G20
Published: June 28, 2019, 5:30 p.m.Duration: 3 minutes 45 seconds
Listed in: Business
Michael Zezas: Indirect Impacts
Published: June 26, 2019, 7:15 p.m.Duration: 3 minutes 32 seconds
Listed in: Business
Mike Wilson: Are Markets Putting Stock in Trade?
Published: June 24, 2019, 8:41 p.m.Duration: 3 minutes 25 seconds
Listed in: Business
Andrew Sheets: Lets Say the Fed Cuts Rates in July...
Published: June 21, 2019, 7:30 p.m.Duration: 3 minutes 45 seconds
Listed in: Business
Michael Zezas: Three Possible Trade Paths from the G20
Published: June 19, 2019, 7:19 p.m.Duration: 2 minutes 57 seconds
Listed in: Business
Mike Wilson: How Confident Are U.S. Businesses in the Economy?
Published: June 17, 2019, 9:19 p.m.Duration: 3 minutes 21 seconds
Listed in: Business
Andrew Sheets: The Dangers of Cheering for Weaker Data
Published: June 14, 2019, 7:18 p.m.Duration: 3 minutes 31 seconds
Listed in: Business
Michael Zezas: Why Slowbalization May Be Feeding Trade Tensions
Published: June 12, 2019, 7:33 p.m.Duration: 3 minutes 13 seconds
Listed in: Business
Mike Wilson: Why Trade Tensions Are Only Part of the Story
Published: June 10, 2019, 9:03 p.m.Duration: 3 minutes 27 seconds
Listed in: Business
Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs
Published: June 7, 2019, 9:25 p.m.Duration: 3 minutes 29 seconds
Listed in: Business
Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks
Published: June 5, 2019, 2 p.m.Duration: 2 minutes
Listed in: Business
Mike Wilson: U.S. Equities: How Much Correction is Ahead?
Published: June 3, 2019, 2 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
Andrew Sheets: Fed to the Rescue? Maybe Not.
Published: May 31, 2019, 2 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
Michael Zezas: U.S.-China Trade and The Prisoners Dilemma
Published: May 29, 2019, 2 p.m.Duration: 2 minutes 15 seconds
Listed in: Business
Mike Wilson: Are U.S. Economic Indicators Flashing Yellow?
Published: May 27, 2019, 2 p.m.Duration: 3 minutes 28 seconds
Listed in: Business