Thoughts on the Market

1317 Episodes

1. What’s Behind the Recent Stock Tumble?

   Published: 2/24/2025
2. How a Potential Ukraine Peace Deal Could Impact Airlines

   Published: 2/21/2025
3. The Downside Risks of Reciprocal Tariffs

   Published: 2/20/2025
4. A Rollercoaster Housing Market

   Published: 2/19/2025
5. Finding Opportunity in an Uncertain U.S. Equity Market

   Published: 2/18/2025
6. Trump 2.0 and the Potential Economic Impact of Immigration Policy

   Published: 2/14/2025
7. How Do Tariffs Affect Currencies?

   Published: 2/13/2025
8. The Credit Upside of Market Uncertainty

   Published: 2/12/2025
9. The Rising Risk of Trade Tensions in Asia

   Published: 2/11/2025
10. Who Might Benefit From Trump’s Tax Policy Proposals?

    Published: 2/10/2025
11. The Disruption in the AI Market

    Published: 2/7/2025
12. Chinese Airlines Breaking Through Turbulence

    Published: 2/6/2025
13. Trump 2.0 and the Latest on Tariffs

    Published: 2/5/2025
14. Trump 2.0 and the Future of Energy

    Published: 2/4/2025
15. Tariffs and Tech Challenge Stocks

    Published: 2/3/2025
16. Big Debates: Who Will Be the Trade Winners Under Trump?

    Published: 1/31/2025
17. Managing Fiscal Policy Uncertainty Under Trump 2.0

    Published: 1/30/2025
18. A Mixed Bag for Retail and Consumer Sectors

    Published: 1/29/2025
19. Will Trump’s Tariffs Reshape Asian Economies?

    Published: 1/28/2025
20. Europe’s Defense Dilemma

    Published: 1/27/2025