Thoughts on the Market

1317 Episodes

1. Michael Zezas: Infrastructure SuperCycle on the Horizon?

   Published: 21/10/2021
2. Special Episode: The Podcasting Industry Comes Into Its Own

   Published: 20/10/2021
3. Mike Wilson: Retail Investors Continue to Support Valuations

   Published: 18/10/2021
4. Andrew Sheets: Will Cash Stay On The Sidelines?

   Published: 15/10/2021
5. Special Episode: The Two-Pillar Tax Overhaul

   Published: 14/10/2021
6. Special Episode: Planes, Trains and Supply Chains

   Published: 13/10/2021
7. Graham Secker: Easing Europe’s Stagflation Concerns

   Published: 12/10/2021
8. Mike Wilson: Clear Skies, Volatile Markets

   Published: 11/10/2021
9. Andrew Sheets: Stagflation Demystified

   Published: 8/10/2021
10. Special Episode: Highs—and Lows—in U.S. Housing

    Published: 7/10/2021
11. Michael Zezas: Washington’s Trio of Tricky Travails

    Published: 6/10/2021
12. Special Episode: COVID-19 - Will Pills Change the Game?

    Published: 5/10/2021
13. Reza Moghadam: Post-Merkel Politics in Europe

    Published: 4/10/2021
14. Special Episode, Part 2: Taking the Temperature of Individual Investors

    Published: 1/10/2021
15. Special Episode: Taking the Temperature of Individual Investors

    Published: 30/09/2021
16. Michael Zezas: Will the Democrats Go Big or Go Small?

    Published: 30/09/2021
17. Jonathan Garner: Economic Surprises = Earnings Surprises

    Published: 29/09/2021
18. Matt Hornbach: Inflation Fears Drive Central Bank Actions

    Published: 28/09/2021
19. Mike Wilson: The Process Matters

    Published: 27/09/2021
20. Andrew Sheets: The Fed Shuffles Toward the Exit

    Published: 24/09/2021