Thoughts on the Market

1317 Episodes

1. Michael Zezas: Shifting Global Supply Chains

   Published: 10/5/2022
2. Vishy Tirupattur: Can Corporate Credit Provide Shelter?

   Published: 10/4/2022
3. Mike Wilson: The Problem with the U.S. Dollar

   Published: 10/3/2022
4. Global Macro: Intervention & Inflation

   Published: 9/30/2022
5. Jonathan Garner: An Unusual Cycle for Asia and EM Equities

   Published: 9/29/2022
6. Ellen Zentner: The Narrowing Path for a Soft Landing

   Published: 9/28/2022
7. Martijn Rats: Will Oil Prices Continue to Fall?

   Published: 9/27/2022
8. Mike Wilson: A Sudden Drop for Stocks and Bonds

   Published: 9/26/2022
9. U.S. Economy: The Fed Continues to Fight Inflation

   Published: 9/23/2022
10. Thematic Investing: Moonshots

    Published: 9/22/2022
11. Michael Zezas: Why Isn’t Fed Hiking Impacting Inflation?

    Published: 9/21/2022
12. Robin Xing: Can China’s Economy Stabilize Global Growth?

    Published: 9/20/2022
13. Seth Carpenter: Tracking the Coming Slowdown

    Published: 9/19/2022
14. Andrew Sheets: The Case for Credit

    Published: 9/16/2022
15. U.S. Public Policy: The Impact of Student Loan Forgiveness

    Published: 9/15/2022
16. Michael Zezas: Why the Midterm Elections Matter

    Published: 9/14/2022
17. Daniel Blake: The Resilience of Japanese Equities

    Published: 9/13/2022
18. Graham Secker: European Equities Face Earnings Concerns

    Published: 9/12/2022
19. Andrew Sheets: The Complex U.K. Economy

    Published: 9/9/2022
20. Matthew Hornbach: How Markets Price in Quantitative Tightening

    Published: 9/8/2022