Thoughts on the Market

1317 Episodes

1. What’s Next for Money Market Funds?

   Published: 1/12/2024
2. The Path Ahead for Natural Gas and Shale

   Published: 1/11/2024
3. Will Global Oil Markets Surprise In 2024?

   Published: 1/10/2024
4. Are These Gen AI’s Next Big Winners?

   Published: 1/9/2024
5. Will Anti-Obesity Drugs Disrupt the MedTech Industry?

   Published: 1/8/2024
6. Andrew Sheets: Why 2024 Is Off to a Rocky Start

   Published: 1/5/2024
7. Can Japanese Equities Rally in 2024?

   Published: 1/4/2024
8. New Year, New Investment Themes?

   Published: 1/3/2024
9. 2024 U.S. Autos Outlook: Should Investors Be Concerned?

   Published: 1/2/2024
10. End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2

    Published: 12/29/2023
11. End-of-Year Encore: Macro Economy: The 2024 Outlook

    Published: 12/28/2023
12. End-of-Year Encore: 2024 Asia Equities Outlook: India vs. China

    Published: 12/27/2023
13. End-of-Year Encore: An Early Guide to the 2024 U.S. Elections

    Published: 12/26/2023
14. Andrew Sheets: Credit Markets Take a Sunny View

    Published: 12/22/2023
15. Will Falling Rates Mean Lower Home Prices?

    Published: 12/21/2023
16. Michael Zezas: Why Geopolitics May Matter More in 2024

    Published: 12/20/2023
17. Will the Fed’s Pivot Favor Bonds Over Equities?

    Published: 12/19/2023
18. Mike Wilson: Does the U.S. Equity Rally Still Have Steam?

    Published: 12/18/2023
19. Economic Roundtable: What’s in Store for ’24?

    Published: 12/16/2023
20. Sustainability: Mixed Signals on Decarbonization After COP28

    Published: 12/14/2023