Thoughts on the Market

1317 Episodes

1. Where AI Is Advancing

   Published: 12/03/2024
2. AI, Scale and Privacy

   Published: 11/03/2024
3. M&A Rebound Ahead?

   Published: 8/03/2024
4. Why European Data Centers Are Set for Major Growth

   Published: 7/03/2024
5. Three Long-Term Trends by the Numbers

   Published: 6/03/2024
6. How US Consumers Will Spend 2024 Tax Refunds

   Published: 5/03/2024
7. Hedging in a Robust Equity Market

   Published: 4/03/2024
8. The Predictive Power of PMIs

   Published: 1/03/2024
9. Making Sense of Confusing Economic Data

   Published: 1/03/2024
10. Should Investors Care About a Government Shutdown?

    Published: 28/02/2024
11. Why Is the Price of Food Still Rising?

    Published: 27/02/2024
12. The Gap Between Corporate Haves and Have-Nots

    Published: 26/02/2024
13. Eyeing a Market of Many

    Published: 23/02/2024
14. Behind the Rapid Growth of the Private Credit Market

    Published: 22/02/2024
15. An Atlantic-Sized Divide in Monetary Policy

    Published: 21/02/2024
16. Accelerating the Shift from AI Enablers to AI Adopters

    Published: 20/02/2024
17. Commercial Real Estate's Uncertain Future

    Published: 16/02/2024
18. What the U.S. Election Could Mean for NATO

    Published: 15/02/2024
19. The Rising Risk of Global Trade Tensions for Asia

    Published: 15/02/2024
20. Ripple Effects of the Red Sea Disruptions

    Published: 14/02/2024