Thoughts on the Market

1317 Episodes

1. Special Encore: What’s Ahead for Markets in 2025?

   Published: 12/24/2024
2. The Many Potential Policy Paths of Trump’s Second Term

   Published: 12/23/2024
3. More Talk, Less Action Could Be Good for Credit Markets

   Published: 12/20/2024
4. Fed Signals Inflation Fight Isn’t Over

   Published: 12/19/2024
5. Banking on Deregulation

   Published: 12/18/2024
6. The Calm Before the Storm?

   Published: 12/17/2024
7. How Investors Can Best Position for 2025

   Published: 12/16/2024
8. Why the Airline Industry Could Take Off in 2025

   Published: 12/13/2024
9. Could Private-Label Products Transform Retail?

   Published: 12/12/2024
10. What Could Go Wrong for Corporate Credit?

    Published: 12/11/2024
11. How Equity Markets Are Feeling About 2025

    Published: 12/10/2024
12. How AI Is Revolutionizing Healthcare

    Published: 12/9/2024
13. A Very Merry Start to U.S. Holiday Shopping

    Published: 12/6/2024
14. AI as a Second Set of Eyes

    Published: 12/5/2024
15. What Investors Should Know About Trump’s Tariffs

    Published: 12/4/2024
16. Private vs. Public Credit Competition Intensifies

    Published: 12/4/2024
17. Will 2025 Be a Turning Point for Credit?

    Published: 12/2/2024
18. Special Encore: The Beginning of an M&A Boom?

    Published: 11/29/2024
19. Special Encore: How Young People Think About Money

    Published: 11/27/2024
20. Uncertainty Surrounds 2025 U.S. Equities Outlook

    Published: 11/26/2024