Thoughts on the Market

1317 Episodes

1. Michael Zezas: A False Choice for Energy Policy

   Published: 3/16/2022
2. Jonathan Garner: Commodities, Geopolitical Risk and Asia & EM Equities

   Published: 3/15/2022
3. Mike Wilson: Will Slowing Growth Alter the Fed’s Path?

   Published: 3/14/2022
4. Special Episode: Sanctions, Bonds and Currency Markets

   Published: 3/11/2022
5. Special Episode: Inflation, Energy and the U.S Consumer

   Published: 3/10/2022
6. Michael Zezas: The Macro Impacts of Oil Prices

   Published: 3/9/2022
7. Graham Secker: Stagflation Pressure Meets Pricing Power

   Published: 3/8/2022
8. Mike Wilson: A More Bearish View for 2022

   Published: 3/7/2022
9. Andrew Sheets: A Different Story for Global Markets

   Published: 3/4/2022
10. Special Episode: How Fed Policy Impacts Housing

    Published: 3/3/2022
11. Michael Zezas: Key Questions Amidst Geopolitical Tensions

    Published: 3/3/2022
12. Martijn Rats: Uncertainty for Oil and Gas

    Published: 3/2/2022
13. Vishy Tirupattur: Corporate Credit Faces New Challenges

    Published: 2/28/2022
14. Andrew Sheets: Geopolitics, Inflation and Central Banks

    Published: 2/26/2022
15. Special Episode: Changing Tides - Water Scarcity

    Published: 2/25/2022
16. Mike Wilson: The Prospect of a Continued Correction

    Published: 2/24/2022
17. Special Episode, Pt. 2: Inflation Around the World

    Published: 2/23/2022
18. Special Episode, Pt. 1: Two Kinds of Inflation

    Published: 2/18/2022
19. Special Episode: All Eyes on Ukraine

    Published: 2/17/2022
20. Special Encore: Consider the Muni Market

    Published: 2/16/2022