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
A $10 Trillion Opportunity in US Reshoring
Published: Oct. 25, 2024, 8:16 p.m.Duration: 3 minutes 16 seconds
Listed in: Business
Retirement in the Age of Higher Life Expectancy
Published: Oct. 24, 2024, 9 p.m.Duration: 8 minutes 43 seconds
Listed in: Business
Europes Demographic Dilemma
Published: Oct. 23, 2024, 9:17 p.m.Duration: 9 minutes 43 seconds
Listed in: Business
Mind Meets Machine in Brain-Computer Interfaces
Published: Oct. 22, 2024, 9:29 p.m.Duration: 4 minutes
Listed in: Business
Whats Boosting Cyclical Stocks?
Published: Oct. 22, 2024, 12:05 a.m.Duration: 3 minutes 53 seconds
Listed in: Business
How the US Election Could Upset Credit Markets
Published: Oct. 18, 2024, 8:46 p.m.Duration: 4 minutes 8 seconds
Listed in: Business
Could the US Election Reshape the Energy Sector?
Published: Oct. 17, 2024, 8 p.m.Duration: 7 minutes 7 seconds
Listed in: Business
What Does The Fed Rate Cut Mean For Mortgages?
Published: Oct. 16, 2024, 8:43 p.m.Duration: 8 minutes 13 seconds
Listed in: Business
South Koreas Super-Aging Challenge
Published: Oct. 15, 2024, 8:40 p.m.Duration: 4 minutes 45 seconds
Listed in: Business
Markets Spin Toward Cyclicals
Published: Oct. 14, 2024, 8 p.m.Duration: 4 minutes 18 seconds
Listed in: Business
US Economy: What Could Go Wrong
Published: Oct. 11, 2024, 8:21 p.m.Duration: 12 minutes 30 seconds
Listed in: Business
US Elections: The Outlook For Asia
Published: Oct. 9, 2024, 8:19 p.m.Duration: 5 minutes 34 seconds
Listed in: Business
Economics Roundtable: US Election And Tariffs
Published: Oct. 8, 2024, 10:01 p.m.Duration: 6 minutes 35 seconds
Listed in: Business
Economics Roundtable: Central Banks Turn the Corner
Published: Oct. 7, 2024, 9:03 p.m.Duration: 10 minutes 3 seconds
Listed in: Business
Why the Feds Next Move May Matter Less
Published: Oct. 4, 2024, 6:39 p.m.Duration: 3 minutes 51 seconds
Listed in: Business
Can Chinas Stimulus Shift Its Economy?
Published: Oct. 3, 2024, 8:19 p.m.Duration: 8 minutes 27 seconds
Listed in: Business
What Could the Dockworkers Strike Mean for Growth and Inflation?
Published: Oct. 2, 2024, 9:14 p.m.Duration: 5 minutes 25 seconds
Listed in: Business
The Potential Domino Effect of US Tariffs
Published: Oct. 1, 2024, 9:02 p.m.Duration: 10 minutes 48 seconds
Listed in: Business
The Impact of Central Bank Pivots
Published: Sept. 30, 2024, 10:38 p.m.Duration: 4 minutes 16 seconds
Listed in: Business
Keeping the Faith For A Soft Landing
Published: Sept. 27, 2024, 8:39 p.m.Duration: 4 minutes 44 seconds
Listed in: Business
How Long Until Consumers Feel Rate Cut Benefits?
Published: Sept. 26, 2024, 8:50 p.m.Duration: 4 minutes 49 seconds
Listed in: Business
US Election: The Wait for Clarity
Published: Sept. 25, 2024, 8:42 p.m.Duration: 2 minutes 37 seconds
Listed in: Business
US Elections: The Wait for Clarity
Published: Sept. 25, 2024, 8:42 p.m.Duration: 2 minutes 37 seconds
Listed in: Business
One Rate Cut, Many Effects
Published: Sept. 24, 2024, 9:45 p.m.Duration: 4 minutes 27 seconds
Listed in: Business
As the Fed Recalibrates, Whats Ahead for Central Banks?
Published: Sept. 23, 2024, 8:52 p.m.Duration: 5 minutes
Listed in: Business
Mexico Judicial Reforms Spark Investor Concern
Published: Sept. 20, 2024, 7 p.m.Duration: 3 minutes 53 seconds
Listed in: Business
Industrials Outlook Better Than Feared
Published: Sept. 19, 2024, 8:23 p.m.Duration: 8 minutes 7 seconds
Listed in: Business
Presidential Debate Targets Perceptions Over Policy
Published: Sept. 18, 2024, 8:27 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
US Elections: The Politics of Healthcare
Published: Sept. 17, 2024, 9:02 p.m.Duration: 4 minutes 15 seconds
Listed in: Business
Markets Readying for a Rate Cut
Published: Sept. 16, 2024, 10:39 p.m.Duration: 4 minutes 25 seconds
Listed in: Business
Bank of Japans Role in Market Volatility
Published: Sept. 13, 2024, 8:35 p.m.Duration: 6 minutes 21 seconds
Listed in: Business
Corporate Credit at a Crossroads?
Published: Sept. 12, 2024, 10:13 p.m.Duration: 3 minutes 58 seconds
Listed in: Business
Uneven Recovery in Commercial Real Estate
Published: Sept. 11, 2024, 10:53 p.m.Duration: 4 minutes 37 seconds
Listed in: Business
Trading Spaces: Millennials vs. Boomers
Published: Sept. 10, 2024, 8:10 p.m.Duration: 10 minutes 50 seconds
Listed in: Business
Shaky Labor Data Pressures Equity Markets
Published: Sept. 9, 2024, 10:31 p.m.Duration: 4 minutes 38 seconds
Listed in: Business
Balance Sheets Remain Resilient Despite Slowing US Growth
Published: Sept. 6, 2024, 7:27 p.m.Duration: 4 minutes 14 seconds
Listed in: Business
Global Energy Markets and the US Election
Published: Sept. 5, 2024, 11:25 p.m.Duration: 9 minutes 33 seconds
Listed in: Business
US Election: A Game Of Inches
Published: Sept. 4, 2024, 9 p.m.Duration: 3 minutes 30 seconds
Listed in: Business
Wallets Wide Open For GenAI
Published: Sept. 3, 2024, 10:36 p.m.Duration: 4 minutes 46 seconds
Listed in: Business
Special Encore: Health Care for Longer, Healthier Lives
Published: Aug. 30, 2024, 10:26 p.m.Duration: 4 minutes 4 seconds
Listed in: Business
Is the Fed Behind the Curve?
Published: Aug. 29, 2024, 9 p.m.Duration: 11 minutes 56 seconds
Listed in: Business
Bumpy Road Back For US Housing Market
Published: Aug. 28, 2024, 10:03 p.m.Duration: 7 minutes 11 seconds
Listed in: Business
All Eyes on Jobs Data
Published: Aug. 27, 2024, 9:06 p.m.Duration: 4 minutes 22 seconds
Listed in: Business
Whats Boosting Consumer Confidence?
Published: Aug. 26, 2024, 9:28 p.m.Duration: 4 minutes 2 seconds
Listed in: Business
Market Rebounds but Growth Is Uncertain
Published: Aug. 23, 2024, 9 p.m.Duration: 3 minutes 17 seconds
Listed in: Business
Whats Next for Japan After Rate Hike?
Published: Aug. 22, 2024, 9 p.m.Duration: 9 minutes 13 seconds
Listed in: Business
At Political Conventions, Policy Waits in the Wings
Published: Aug. 21, 2024, 9:33 p.m.Duration: 2 minutes 50 seconds
Listed in: Business
Special Encore: Almost Human: Robots in Our Near Future
Published: Aug. 20, 2024, 9 p.m.Duration: 3 minutes 51 seconds
Listed in: Business
Why Immigration Matters for Global Economies
Published: Aug. 19, 2024, 9:59 p.m.Duration: 4 minutes 27 seconds
Listed in: Business
Strong Balance Sheets, Cautious Boardrooms
Published: Aug. 16, 2024, 9 p.m.Duration: 3 minutes 52 seconds
Listed in: Business
Will the US Dollar Remain Strong Post-Election?
Published: Aug. 15, 2024, 9:19 p.m.Duration: 7 minutes 53 seconds
Listed in: Business
Can Vacant Offices Help Solve the US Housing Crisis?
Published: Aug. 14, 2024, 9:20 p.m.Duration: 4 minutes 21 seconds
Listed in: Business
US Election Should Not Dim M&A Resurgence
Published: Aug. 13, 2024, 9 p.m.Duration: 3 minutes 18 seconds
Listed in: Business
Pay Attention to Data, Not Market Drama
Published: Aug. 12, 2024, 9 p.m.Duration: 5 minutes 12 seconds
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Health Care for Longer, Healthier Lives
Published: Aug. 8, 2024, 9:32 p.m.Duration: 3 minutes 59 seconds
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What This Roller Coaster Week Means for Bonds
Published: Aug. 7, 2024, 11:42 p.m.Duration: 4 minutes 36 seconds
Listed in: Business
Why Money Market Funds Arent Cash On The Sidelines
Published: Aug. 6, 2024, 9 p.m.Duration: 4 minutes 33 seconds
Listed in: Business
Making Sense of the Correction
Published: Aug. 5, 2024, 6:58 p.m.Duration: 4 minutes 1 second
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Looking Back at a Whirlwind Week
Published: Aug. 2, 2024, 10:03 p.m.Duration: 3 minutes 46 seconds
Listed in: Business
Making Sense of a Whirlwind Week
Published: Aug. 2, 2024, 10:03 p.m.Duration: 3 minutes 46 seconds
Listed in: Business
Following the Flows
Published: Aug. 2, 2024, 1:50 a.m.Duration: 5 minutes 9 seconds
Listed in: Business
Will GenAI Help or Hurt Ad Agencies?
Published: July 31, 2024, 10:10 p.m.Duration: 3 minutes 49 seconds
Listed in: Business
Navigating the Quality and Cap Curves
Published: July 30, 2024, 10:49 p.m.Duration: 3 minutes 53 seconds
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The Coming Nuclear Power Renaissance
Published: July 29, 2024, 11:50 p.m.Duration: 6 minutes 17 seconds
Listed in: Business
Three Risks for the Third Quarter
Published: July 26, 2024, 7:41 p.m.Duration: 3 minutes 49 seconds
Listed in: Business
Investors Questions After Election Shakeup
Published: July 25, 2024, 9:27 p.m.Duration: 2 minutes 57 seconds
Listed in: Business
How Asian Markets View US Elections
Published: July 24, 2024, 10:18 p.m.Duration: 4 minutes 17 seconds
Listed in: Business
Almost Human: Robots in Our Near Future
Published: July 23, 2024, 9 p.m.Duration: 3 minutes 44 seconds
Listed in: Business
Business Cycle May Trump Politics
Published: July 22, 2024, 10:19 p.m.Duration: 5 minutes 9 seconds
Listed in: Business
Why Credit Markets Like Moderation
Published: July 19, 2024, 9 p.m.Duration: 3 minutes 28 seconds
Listed in: Business
The Surprising Link Between Auto Insurance and Inflation
Published: July 18, 2024, 10:57 p.m.Duration: 9 minutes 26 seconds
Listed in: Business
Navigating Market Reactions to the News Cycle
Published: July 17, 2024, 9 p.m.Duration: 3 minutes 4 seconds
Listed in: Business
Beyond the 60/40 Portfolio?
Published: July 16, 2024, 10:03 p.m.Duration: 4 minutes 48 seconds
Listed in: Business
Retails Comeback Plan
Published: July 15, 2024, 9:20 p.m.Duration: 6 minutes 3 seconds
Listed in: Business
Why We Believe the Fed Will and Should Cut Rates Soon
Published: July 12, 2024, 9 p.m.Duration: 3 minutes 19 seconds
Listed in: Business
Business Travelers Pack Their Bags
Published: July 11, 2024, 9 p.m.Duration: 3 minutes 20 seconds
Listed in: Business
Less Impact Than You Might Think
Published: July 10, 2024, 11:32 p.m.Duration: 6 minutes 25 seconds
Listed in: Business
US Housing: What Will Slow Home Price Growth?
Published: July 9, 2024, 10:13 p.m.Duration: 6 minutes 55 seconds
Listed in: Business
2024 US Elections: The Impact of Inflation
Published: July 8, 2024, 11:12 p.m.Duration: 4 minutes 2 seconds
Listed in: Business
Special Encore: A Sobering View on the Spirits Sector
Published: July 5, 2024, 6 p.m.Duration: 4 minutes 7 seconds
Listed in: Business
Why Central Banks Still Get It Wrong Sometimes
Published: July 3, 2024, 9:12 p.m.Duration: 3 minutes 20 seconds
Listed in: Business
Investors Eye Reactions to US Presidential Debate
Published: July 2, 2024, 9:26 p.m.Duration: 3 minutes 22 seconds
Listed in: Business
Housing Update: Home Prices Unlikely to Decline
Published: July 1, 2024, 9:34 p.m.Duration: 4 minutes 9 seconds
Listed in: Business
Why Good Data Is Good For Markets
Published: June 28, 2024, 9:07 p.m.Duration: 3 minutes 36 seconds
Listed in: Business
Introducing: What Should I Do With My Money Season 2
Published: June 28, 2024, 4:57 p.m.Duration: 3 minutes 14 seconds
Listed in: Business
Funding the AI Revolution
Published: June 27, 2024, 9 p.m.Duration: 4 minutes 5 seconds
Listed in: Business
Fiscal Sustainability and the French and US Elections
Published: June 26, 2024, 10:05 p.m.Duration: 3 minutes 51 seconds
Listed in: Business
Navigating the Narrow Stock Market
Published: June 25, 2024, 9 p.m.Duration: 4 minutes 37 seconds
Listed in: Business
Economics Roundtable: Global Elections in Focus
Published: June 24, 2024, 10:17 p.m.Duration: 9 minutes 21 seconds
Listed in: Business
Economics Roundtable: Investors Eye Central Banks
Published: June 21, 2024, 10 p.m.Duration: 12 minutes 12 seconds
Listed in: Business
Volatility Doesnt Necessarily Rock the Boat
Published: June 20, 2024, 9 p.m.Duration: 3 minutes 37 seconds
Listed in: Business
Investment Discipline In An Election Year
Published: June 18, 2024, 9:49 p.m.Duration: 3 minutes 7 seconds
Listed in: Business
Tracking the Rebound in Tech IPOs
Published: June 17, 2024, 8:48 p.m.Duration: 9 minutes 20 seconds
Listed in: Business
This Is Still Indias Decade
Published: June 14, 2024, 9 p.m.Duration: 3 minutes 57 seconds
Listed in: Business
Cautious Corporate Boards Extend the Credit Cycle
Published: June 13, 2024, 10:48 p.m.Duration: 3 minutes 27 seconds
Listed in: Business
Convenience Is Compelling
Published: June 12, 2024, 9:09 p.m.Duration: 4 minutes 1 second
Listed in: Business
Presidential Elections Arent the Only Important Ones
Published: June 11, 2024, 9:57 p.m.Duration: 4 minutes 13 seconds
Listed in: Business
Investors Riding an Unpredictable Wave
Published: June 10, 2024, 9:16 p.m.Duration: 3 minutes 46 seconds
Listed in: Business
What Global Elections Mean for Markets
Published: June 7, 2024, 9 p.m.Duration: 3 minutes 46 seconds
Listed in: Business
Inside Japans Economic Transformation
Published: June 6, 2024, 11:23 p.m.Duration: 7 minutes 20 seconds
Listed in: Business
Special Encore: The Curious Connection Between Airlines and Fashion
Published: June 5, 2024, 10:32 p.m.Duration: 10 minutes 5 seconds
Listed in: Business
Spirited Debates Around Our Midyear Outlooks
Published: June 4, 2024, 9:10 p.m.Duration: 3 minutes 57 seconds
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Why an Everything Rally Is Still Possible
Published: June 3, 2024, 9:57 p.m.Duration: 3 minutes 35 seconds
Listed in: Business
Why TMT Bonds Are Underperforming
Published: May 31, 2024, 10:01 p.m.Duration: 8 minutes 39 seconds
Listed in: Business
European Economic Outlook: Decidedly More Optimistic
Published: May 30, 2024, 9:47 p.m.Duration: 3 minutes 39 seconds
Listed in: Business
Global Questions About the US Elections
Published: May 29, 2024, 8:59 p.m.Duration: 2 minutes 5 seconds
Listed in: Business
Midyear European Equities Outlook: In the Sweet Spot
Published: May 28, 2024, 9:38 p.m.Duration: 3 minutes 27 seconds
Listed in: Business
Midyear Credit Outlook Favors Moderation
Published: May 24, 2024, 9:21 p.m.Duration: 3 minutes 7 seconds
Listed in: Business
Midyear Housing Outlook: Is Home Sale Activity Picking Up?
Published: May 23, 2024, 8 p.m.Duration: 6 minutes 53 seconds
Listed in: Business
Midyear US Economic Outlook: Continued Resilience
Published: May 22, 2024, 6:23 p.m.Duration: 3 minutes 53 seconds
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Midyear Cross-Asset Outlook: Bullish Possibilities
Published: May 21, 2024, 9:49 p.m.Duration: 9 minutes 6 seconds
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Midyear Economic Outlook: Reasons for Optimism
Published: May 20, 2024, 10:21 p.m.Duration: 6 minutes 48 seconds
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Seeking Better Value in Emerging Market Debt
Published: May 17, 2024, 6:02 p.m.Duration: 3 minutes 51 seconds
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Get Ready for a Summer Travel Boom
Published: May 16, 2024, 9:07 p.m.Duration: 3 minutes 51 seconds
Listed in: Business
The Narrow Scope of US Tariffs on China
Published: May 15, 2024, 9:44 p.m.Duration: 2 minutes 57 seconds
Listed in: Business
Lessons from Retail Success Stories
Published: May 14, 2024, 10:38 p.m.Duration: 4 minutes 6 seconds
Listed in: Business
Spring IMF Meetings Spark Cautious Optimism
Published: May 13, 2024, 9:15 p.m.Duration: 7 minutes 24 seconds
Listed in: Business
How Mexicos Elections Could Change Global Markets
Published: May 10, 2024, 5:46 p.m.Duration: 3 minutes 6 seconds
Listed in: Business
The Fed Sends a Clear Message
Published: May 9, 2024, 7:01 p.m.Duration: 3 minutes 45 seconds
Listed in: Business
Can US Dollar Dominance Continue?
Published: May 8, 2024, 9:36 p.m.Duration: 7 minutes 20 seconds
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Managing for Economic Uncertainty
Published: May 7, 2024, 10:03 p.m.Duration: 3 minutes 33 seconds
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What If Rates Are Higher for Longer?
Published: May 6, 2024, 10:15 p.m.Duration: 8 minutes 59 seconds
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Separating the Cyclical from the Systemic
Published: May 3, 2024, 9:04 p.m.Duration: 8 minutes 44 seconds
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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
US 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
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Unpacking Correlation
Published: April 12, 2024, 9:15 p.m.Duration: 3 minutes 36 seconds
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US Energy: The Minerals and Materials at Risk
Published: April 11, 2024, 6:58 p.m.Duration: 4 minutes 5 seconds
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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
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Looking Back for the Future
Published: April 8, 2024, 8:08 p.m.Duration: 4 minutes 31 seconds
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A Hot Summer for Oil?
Published: April 5, 2024, 8:10 p.m.Duration: 3 minutes 4 seconds
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The Threat to Clean Energy in the US
Published: April 4, 2024, 9:31 p.m.Duration: 4 minutes 50 seconds
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The Growing Importance of Where Data Lives
Published: April 3, 2024, 9:14 p.m.Duration: 4 minutes 21 seconds
Listed in: Business
US Elections: Potential Implications for Businesses and Consumers
Published: April 2, 2024, 8:29 p.m.Duration: 7 minutes 36 seconds
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How Immigrations Rise Could Boost Economic Growth
Published: April 1, 2024, 9:42 p.m.Duration: 3 minutes 54 seconds
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US Housing: Will Lower Fees Means Higher Sales?
Published: March 28, 2024, 9:32 p.m.Duration: 5 minutes 26 seconds
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Are Credit Scores Inflated?
Published: March 27, 2024, 8:37 p.m.Duration: 4 minutes 42 seconds
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Finding Late-Cycle Winners
Published: March 26, 2024, 9:31 p.m.Duration: 4 minutes 19 seconds
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The Evolution of Private Credit
Published: March 25, 2024, 9:39 p.m.Duration: 4 minutes 25 seconds
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Can As Expected Still Give New Information?
Published: March 22, 2024, 9:44 p.m.Duration: 3 minutes 35 seconds
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European Financials: Why Confidence Has Returned
Published: March 21, 2024, 11:13 p.m.Duration: 8 minutes 11 seconds
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2024 US Elections: Global Investors' Key Questions
Published: March 20, 2024, 8:21 p.m.Duration: 4 minutes 25 seconds
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Asia Equities: A Quarter of Dispersion
Published: March 19, 2024, 9:03 p.m.Duration: 4 minutes 5 seconds
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Finding the Equity Sweet Spot
Published: March 18, 2024, 9:14 p.m.Duration: 3 minutes 14 seconds
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Rate Cut Uncertainty
Published: March 15, 2024, 8:37 p.m.Duration: 3 minutes 22 seconds
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Economics Roundtable: Updating our 2024 Outlook
Published: March 14, 2024, 10:16 p.m.Duration: 12 minutes 3 seconds
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Revving Up the Speed of E-Commerce Delivery
Published: March 13, 2024, 9:35 p.m.Duration: 4 minutes
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Where AI Is Advancing
Published: March 12, 2024, 9:39 p.m.Duration: 7 minutes 32 seconds
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AI, Scale and Privacy
Published: March 11, 2024, 8:36 p.m.Duration: 3 minutes 11 seconds
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M&A Rebound Ahead?
Published: March 8, 2024, 9:11 p.m.Duration: 3 minutes 36 seconds
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Why European Data Centers Are Set for Major Growth
Published: March 7, 2024, 10:17 p.m.Duration: 4 minutes
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Three Long-Term Trends by the Numbers
Published: March 6, 2024, 9:42 p.m.Duration: 3 minutes 10 seconds
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How US Consumers Will Spend 2024 Tax Refunds
Published: March 5, 2024, 10:08 p.m.Duration: 3 minutes 52 seconds
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Hedging in a Robust Equity Market
Published: March 4, 2024, 10:02 p.m.Duration: 5 minutes 7 seconds
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The Predictive Power of PMIs
Published: March 1, 2024, 9:27 p.m.Duration: 3 minutes 35 seconds
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Making Sense of Confusing Economic Data
Published: March 1, 2024, 12:13 a.m.Duration: 3 minutes 42 seconds
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Should Investors Care About a Government Shutdown?
Published: Feb. 28, 2024, 10:11 p.m.Duration: 3 minutes 21 seconds
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Why Is the Price of Food Still Rising?
Published: Feb. 27, 2024, 11:11 p.m.Duration: 7 minutes 48 seconds
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The Gap Between Corporate Haves and Have-Nots
Published: Feb. 26, 2024, 10:59 p.m.Duration: 3 minutes 43 seconds
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Eyeing a Market of Many
Published: Feb. 23, 2024, 10 p.m.Duration: 3 minutes 8 seconds
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Behind the Rapid Growth of the Private Credit Market
Published: Feb. 22, 2024, 9:43 p.m.Duration: 6 minutes 53 seconds
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An Atlantic-Sized Divide in Monetary Policy
Published: Feb. 21, 2024, 7:34 p.m.Duration: 4 minutes
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Accelerating the Shift from AI Enablers to AI Adopters
Published: Feb. 20, 2024, 10:04 p.m.Duration: 3 minutes 32 seconds
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Commercial Real Estate's Uncertain Future
Published: Feb. 16, 2024, 8:30 p.m.Duration: 3 minutes 46 seconds
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What the U.S. Election Could Mean for NATO
Published: Feb. 15, 2024, 10:34 p.m.Duration: 2 minutes 39 seconds
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The Rising Risk of Global Trade Tensions for Asia
Published: Feb. 15, 2024, 4:24 a.m.Duration: 3 minutes 21 seconds
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Ripple Effects of the Red Sea Disruptions
Published: Feb. 14, 2024, 12:04 a.m.Duration: 9 minutes 8 seconds
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Three Reasons the U.S. Consumer Outlook Remains Strong
Published: Feb. 12, 2024, 10:45 p.m.Duration: 2 minutes 48 seconds
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Rooting for a Positive Rate of Change
Published: Feb. 9, 2024, 5:34 p.m.Duration: 3 minutes 16 seconds
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Trends in the 2024 Credit Landscape
Published: Feb. 8, 2024, 8:56 p.m.Duration: 8 minutes 11 seconds
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Which Geopolitical Events Matter Most to Investors
Published: Feb. 7, 2024, 9:58 p.m.Duration: 3 minutes 20 seconds
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What Japan Can Teach the World About Longevity
Published: Feb. 7, 2024, 12:08 a.m.Duration: 9 minutes 31 seconds
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A Longer Wait for Rate Cuts?
Published: Feb. 5, 2024, 11:27 p.m.Duration: 4 minutes 21 seconds
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Is the Housing Market Back?
Published: Feb. 2, 2024, 10:34 p.m.Duration: 5 minutes 51 seconds
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How Longevity Is Influencing Consumer Spending
Published: Feb. 1, 2024, 10:07 p.m.Duration: 3 minutes 30 seconds
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Is M&A Ready to Bounce Back?
Published: Feb. 1, 2024, 12:12 a.m.Duration: 7 minutes 57 seconds
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Markets Are Ready for More Bonds
Published: Jan. 30, 2024, 8:28 p.m.Duration: 3 minutes 27 seconds
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Opportunities in Corporate Credit for 2024
Published: Jan. 30, 2024, 12:07 a.m.Duration: 9 minutes
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Why Its Time to Be Bullish on European Equities
Published: Jan. 26, 2024, 9:52 p.m.Duration: 3 minutes 46 seconds
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Will the U.S. Presidential Election Change Fed Policy?
Published: Jan. 25, 2024, 9:16 p.m.Duration: 6 minutes 56 seconds
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What Matters Most to Markets in the U.S. Election
Published: Jan. 24, 2024, 10:31 p.m.Duration: 2 minutes 48 seconds
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Taking the Long View
Published: Jan. 23, 2024, 8:16 p.m.Duration: 9 minutes 11 seconds
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Chasing the End of the Economic Cycle
Published: Jan. 22, 2024, 9:31 p.m.Duration: 4 minutes 2 seconds
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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
Listed in: Business
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
Listed in: Business
Keith Weiss: How Generative AI Could Affect Jobs
Published: Oct. 10, 2023, 8:18 p.m.Duration: 3 minutes 52 seconds
Listed in: Business
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
Listed in: Business
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
Listed in: Business
Jonathan Garner: Volatility in Asia and Emerging Markets
Published: Sept. 28, 2023, 6:54 p.m.Duration: 3 minutes 18 seconds
Listed in: Business
U.S. Policy: The Economic Impact of a Government Shutdown
Published: Sept. 27, 2023, 7:49 p.m.Duration: 5 minutes 41 seconds
Listed in: Business
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
Published: Sept. 26, 2023, 8:10 p.m.Duration: 3 minutes 9 seconds
Listed in: Business
Mike Wilson: A Shift in Stock Personalities
Published: Sept. 25, 2023, 9:22 p.m.Duration: 4 minutes 4 seconds
Listed in: Business
Andrew Sheets: The Rise of Corporate Bond Yields
Published: Sept. 22, 2023, 8:44 p.m.Duration: 3 minutes 16 seconds
Listed in: Business
US Economy: Stronger Growth in the U.S. Economy
Published: Sept. 21, 2023, 7:21 p.m.Duration: 6 minutes 58 seconds
Listed in: Business
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
Listed in: Business
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
Listed in: Business
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