Thoughts on the Market

1317 Episodes

1. Looking Back at a Whirlwind Week

   Published: 2/08/2024
2. Following the Flows

   Published: 2/08/2024
3. Will GenAI Help or Hurt Ad Agencies?

   Published: 31/07/2024
4. Navigating the Quality and Cap Curves

   Published: 30/07/2024
5. The Coming Nuclear Power Renaissance

   Published: 29/07/2024
6. Three Risks for the Third Quarter

   Published: 26/07/2024
7. Investors’ Questions After Election Shakeup

   Published: 25/07/2024
8. How Asian Markets View US Elections

   Published: 24/07/2024
9. Almost Human: Robots in Our Near Future

   Published: 23/07/2024
10. Business Cycle May Trump Politics

    Published: 22/07/2024
11. Why Credit Markets Like Moderation

    Published: 19/07/2024
12. The Surprising Link Between Auto Insurance and Inflation

    Published: 18/07/2024
13. Navigating Market Reactions to the News Cycle

    Published: 17/07/2024
14. Beyond the 60/40 Portfolio?

    Published: 16/07/2024
15. Retail’s Comeback Plan

    Published: 15/07/2024
16. Why We Believe the Fed Will – and Should – Cut Rates Soon

    Published: 12/07/2024
17. Business Travelers Pack Their Bags

    Published: 11/07/2024
18. Less Impact Than You Might Think

    Published: 10/07/2024
19. US Housing: What Will Slow Home Price Growth?

    Published: 9/07/2024
20. 2024 US Elections: The Impact of Inflation

    Published: 8/07/2024