Thoughts on the Market

1317 Episodes

1. Jonathan Garner: A Bullish Turn on Asia and Emerging Markets

   Published: 12/1/2022
2. Michael Zezas: What Will China’s Reopening Mean for the U.S.?

   Published: 11/30/2022
3. Stephen Byrd: A New Approach to ESG

   Published: 11/29/2022
4. 2023 European Outlook: Recession & Beyond

   Published: 11/28/2022
5. Michelle Weaver: A Very Different Holiday Shopping Season

   Published: 11/25/2022
6. Michael Zezas: Mixed News from the U.S./China Meeting

   Published: 11/23/2022
7. U.S. Outlook: What Are The Key Debates for 2023?

   Published: 11/22/2022
8. Mike Wilson: When Will Market Volatility Subside?

   Published: 11/21/2022
9. Robin Xing: China’s 20th Party Congress Commits to Growth

   Published: 11/18/2022
10. U.S. Housing: How Far Will the Market Fall?

    Published: 11/17/2022
11. 2023 Global Strategy Outlook: Big Shifts in Dynamics

    Published: 11/17/2022
12. 2023 Global Macro Outlook: A Different Kind of Year

    Published: 11/16/2022
13. Mike Wilson: Dealing With the Late Cycle Stage

    Published: 11/14/2022
14. Global Tech: What’s Next for EdTech?

    Published: 11/11/2022
15. Michael Zezas: The Midterm Elections’ Market Impact

    Published: 11/10/2022
16. Stephan Kessler: What Does the Future Hold for ESG Investing?

    Published: 11/9/2022
17. U.S. Media: Will Streaming Overtake Traditional Cable?

    Published: 11/8/2022
18. Mike Wilson: Is the U.S. Equity Rally Over?

    Published: 11/7/2022
19. Andrew Sheets: A Swing Towards Bonds?

    Published: 11/4/2022
20. Labor: Are People Returning to Work?

    Published: 11/3/2022