Thoughts on the Market

1317 Episodes

1. Michael Zezas: Shifting Global Supply Chains

   Published: 5/10/2022
2. Vishy Tirupattur: Can Corporate Credit Provide Shelter?

   Published: 4/10/2022
3. Mike Wilson: The Problem with the U.S. Dollar

   Published: 3/10/2022
4. Global Macro: Intervention & Inflation

   Published: 30/09/2022
5. Jonathan Garner: An Unusual Cycle for Asia and EM Equities

   Published: 29/09/2022
6. Ellen Zentner: The Narrowing Path for a Soft Landing

   Published: 28/09/2022
7. Martijn Rats: Will Oil Prices Continue to Fall?

   Published: 27/09/2022
8. Mike Wilson: A Sudden Drop for Stocks and Bonds

   Published: 26/09/2022
9. U.S. Economy: The Fed Continues to Fight Inflation

   Published: 23/09/2022
10. Thematic Investing: Moonshots

    Published: 22/09/2022
11. Michael Zezas: Why Isn’t Fed Hiking Impacting Inflation?

    Published: 21/09/2022
12. Robin Xing: Can China’s Economy Stabilize Global Growth?

    Published: 20/09/2022
13. Seth Carpenter: Tracking the Coming Slowdown

    Published: 19/09/2022
14. Andrew Sheets: The Case for Credit

    Published: 16/09/2022
15. U.S. Public Policy: The Impact of Student Loan Forgiveness

    Published: 15/09/2022
16. Michael Zezas: Why the Midterm Elections Matter

    Published: 14/09/2022
17. Daniel Blake: The Resilience of Japanese Equities

    Published: 13/09/2022
18. Graham Secker: European Equities Face Earnings Concerns

    Published: 12/09/2022
19. Andrew Sheets: The Complex U.K. Economy

    Published: 9/09/2022
20. Matthew Hornbach: How Markets Price in Quantitative Tightening

    Published: 8/09/2022