Thoughts on the Market

1317 Episodes

1. Robert Rosener: The Continued Rise in Inflation

   Published: 6/10/2022
2. Andrew Sheets: How Useful is Investor Sentiment?

   Published: 6/9/2022
3. Seth Carpenter: Spiking Food Prices and the Global Economy

   Published: 6/8/2022
4. U.S. Politics: How the Midterms Could Affect Your Tax Rates

   Published: 6/7/2022
5. Mike Wilson: Will Earnings Growth Reaccelerate?

   Published: 6/6/2022
6. Special Encore: Mid-Year Economic Outlook - Slowing or Stopping?

   Published: 6/3/2022
7. Andrew Sheets: Are Central Banks Making a Mistake?

   Published: 6/2/2022
8. U.S. Politics: Market Implications of the Midterm Election

   Published: 6/1/2022
9. Jonathan Garner: Keeping it Simple in Turbulent Times

   Published: 5/31/2022
10. Andrew Sheets: The Changing Story of Inflation

    Published: 5/27/2022
11. Matthew Hornbach: Will Treasury Yields Move Higher?

    Published: 5/26/2022
12. Asia: Supply Chain Woes, and Opportunities

    Published: 5/25/2022
13. Sheena Shah: What is Causing the Crypto Downturn?

    Published: 5/24/2022
14. Mike Wilson: 2022 Mid-Year Takeaways

    Published: 5/23/2022
15. Andrew Sheets: Finding Order in Market Chaos

    Published: 5/20/2022
16. Mid-Year Outlook: European Energy & Growth Challenges

    Published: 5/20/2022
17. Global Politics: The Opportunity for Mexico

    Published: 5/18/2022
18. Mid-Year Economic Outlook: Slowing or Stopping?

    Published: 5/18/2022
19. Graham Secker: The Mid-Year Outlook for European Markets

    Published: 5/16/2022
20. Todd Castagno: Should Shareholders Care About Stock-Based Compensation?

    Published: 5/13/2022