Thoughts on the Market

1317 Episodes

1. Where AI Is Advancing

   Published: 3/12/2024
2. AI, Scale and Privacy

   Published: 3/11/2024
3. M&A Rebound Ahead?

   Published: 3/8/2024
4. Why European Data Centers Are Set for Major Growth

   Published: 3/7/2024
5. Three Long-Term Trends by the Numbers

   Published: 3/6/2024
6. How US Consumers Will Spend 2024 Tax Refunds

   Published: 3/5/2024
7. Hedging in a Robust Equity Market

   Published: 3/4/2024
8. The Predictive Power of PMIs

   Published: 3/1/2024
9. Making Sense of Confusing Economic Data

   Published: 3/1/2024
10. Should Investors Care About a Government Shutdown?

    Published: 2/28/2024
11. Why Is the Price of Food Still Rising?

    Published: 2/27/2024
12. The Gap Between Corporate Haves and Have-Nots

    Published: 2/26/2024
13. Eyeing a Market of Many

    Published: 2/23/2024
14. Behind the Rapid Growth of the Private Credit Market

    Published: 2/22/2024
15. An Atlantic-Sized Divide in Monetary Policy

    Published: 2/21/2024
16. Accelerating the Shift from AI Enablers to AI Adopters

    Published: 2/20/2024
17. Commercial Real Estate's Uncertain Future

    Published: 2/16/2024
18. What the U.S. Election Could Mean for NATO

    Published: 2/15/2024
19. The Rising Risk of Global Trade Tensions for Asia

    Published: 2/15/2024
20. Ripple Effects of the Red Sea Disruptions

    Published: 2/14/2024