Thoughts on the Market

1317 Episodes

1. Andrew Ruben: Can eCommerce Sustain its Uptrend?

   Published: 5/12/2022
2. Special Encore: Transportation - Untangling the Supply Chain

   Published: 5/11/2022
3. Michael Zezas: Supply Chains and the Course for Inflation

   Published: 5/10/2022
4. Energy: European Power Prices Continue to Climb

   Published: 5/9/2022
5. Andrew Sheets: Are Oil and Stock Prices Now Disconnected?

   Published: 5/6/2022
6. Labor: The Rise of the Multi-Earner Economy

   Published: 5/6/2022
7. Andrew Sheets: Having Rules to Follow Helps In Uncertain Times

   Published: 5/4/2022
8. Michael Zezas: What's Next for U.S./China Trade?

   Published: 5/3/2022
9. Credit: The ‘Income’ is Back in Fixed Income

   Published: 5/3/2022
10. Retail Investing, Pt. 2: ESG and Fixed Income

    Published: 4/29/2022
11. Retail Investing, Pt. 1: International Exposure

    Published: 4/28/2022
12. Michael Zezas: Legislation that Matters to Markets

    Published: 4/27/2022
13. Transportation: Untangling the Supply Chain

    Published: 4/26/2022
14. Mike Wilson: U.S. Stocks and the Oncoming Slowdown

    Published: 4/25/2022
15. Jonathan Garner: Looking for Alternatives to Emerging Markets

    Published: 4/22/2022
16. Andrew Sheets: Can Bonds Once Again Play Defense?

    Published: 4/21/2022
17. Graham Secker: A Cautious View on European Stocks

    Published: 4/20/2022
18. Robert Rosener: How U.S. Businesses See the Road Ahead

    Published: 4/20/2022
19. Mike Wilson: Inflation Drags on Forward Earnings

    Published: 4/19/2022
20. U.S. Economy: When to Worry About the Yield Curve

    Published: 4/15/2022