Thoughts on the Market

1317 Episodes

1. U.S. Housing: Will New Lending Standards Slow Housing Activity?

   Published: 9/08/2022
2. Josh Pokrzywinski: Deflationary Opportunities

   Published: 8/08/2022
3. Andrew Sheets: What Can We Learn from Market Prices?

   Published: 6/08/2022
4. Michael Zezas: The U.S. and China, a History of Competition

   Published: 4/08/2022
5. Matthew Hornbach: The Fed Pivot That Wasn’t Quite As It Seemed

   Published: 3/08/2022
6. Pharmaceuticals: The Global Obesity Challenge

   Published: 3/08/2022
7. Mike Wilson: Are Recession Risks Priced in?

   Published: 1/08/2022
8. Andrew Sheets: Is 60:40 Diversification Broken?

   Published: 29/07/2022
9. Andrew Sheets: Big Moves From The Fed

   Published: 28/07/2022
10. Michael Zezas: Midterms Remain a Market Factor

    Published: 27/07/2022
11. Jorge Kuri: Buy Now, Pay Later in Latin America

    Published: 26/07/2022
12. Mike Wilson: Is this the End of the Bear Market?

    Published: 25/07/2022
13. Europe: Why is the ECB Increasing their Rate Hikes?

    Published: 22/07/2022
14. Special Encore: Michelle Weaver - Checking On The Consumer

    Published: 21/07/2022
15. Special Episode: The Next Phase of ESG

    Published: 20/07/2022
16. Michelle Weaver: Beneficiaries of China’s Reopening

    Published: 19/07/2022
17. Mike Wilson: Preparing for Potential Recession

    Published: 18/07/2022
18. Andrew Sheets: When Will High Inflation End?

    Published: 15/07/2022
19. Special Encore: Global Equities - Are Value Stocks on the Rise?

    Published: 14/07/2022
20. Michael Zezas: Renewed Motivation In Congress

    Published: 13/07/2022