Thoughts on the Market

1317 Episodes

1. Michael Zezas: An Optimistic Look at Bonds

   Published: 4/13/2022
2. U.S. Housing: Supply, Demand, and the Yield Curve

   Published: 4/12/2022
3. Special Encore: Sheena Shah - Is Cryptocurrency Becoming Currency?

   Published: 4/12/2022
4. Andrew Sheets: A New Outlook on U.S. Bonds

   Published: 4/8/2022
5. Europe: Geopolitics and the ECB

   Published: 4/7/2022
6. Michael Zezas: Will Gas Prices Come Down?

   Published: 4/6/2022
7. Special Encore: The Fed - Learning From the Last Hiking Cycle

   Published: 4/5/2022
8. Mike Wilson: Revisiting the 2022 Outlook

   Published: 4/4/2022
9. Andrew Sheets: Markets Look to the Yield Curve

   Published: 4/1/2022
10. Sheena Shah: Is Cryptocurrency Becoming Currency?

    Published: 3/31/2022
11. The Fed: Learning From the Last Hiking Cycle

    Published: 3/30/2022
12. Energy: Oil, Gas and the Clean Energy Transition

    Published: 3/29/2022
13. Mike Wilson: Why Are Equity Risk Premiums So Low?

    Published: 3/28/2022
14. U.S. Economy: Tracking Rate Hike Implications

    Published: 3/25/2022
15. Matthew Hornbach: Easing Yield Curve Concerns

    Published: 3/24/2022
16. Michael Zezas: A Framework for ESG Growth in U.S.

    Published: 3/23/2022
17. Andrew Sheets: The Housing Inflation Puzzle

    Published: 3/22/2022
18. Mike Wilson: Late Cycle Signals

    Published: 3/21/2022
19. Andrew Sheets: The Fed has More Work to Do

    Published: 3/18/2022
20. James Lord: Will the U.S. Dollar Still Prevail?

    Published: 3/17/2022