Thoughts on the Market

1317 Episodes

1. Mike Wilson: Unpacking the Latest CPI

   Published: 2/15/2022
2. Jonathan Garner: Welcome to the Year of the Tiger

   Published: 2/14/2022
3. Andrew Sheets: Where is Inflation Headed?

   Published: 2/11/2022
4. Special Encore: Tax-Efficient Strategies

   Published: 2/10/2022
5. Michael Zezas: Fiscal Policy Takes a Back Seat

   Published: 2/9/2022
6. Graham Secker: Feeling Positive About UK Equities

   Published: 2/8/2022
7. Mike Wilson: Six More Weeks of Slow Growth

   Published: 2/7/2022
8. Special Episode: The Improving Case for Commodities

   Published: 2/5/2022
9. Matt Hornbach: What Moves Real Yields?

   Published: 2/3/2022
10. Michael Zezas: Consider the Muni Market

    Published: 2/2/2022
11. Reza Moghadam: Is The ECB Behind The Curve?

    Published: 2/2/2022
12. Andrew Sheets: Systematic vs. Subjective Investing

    Published: 1/31/2022
13. Special Episode: New Challenges for The US Consumer

    Published: 1/28/2022
14. Matt Hornbach: Getting Real on Yields for TIPS

    Published: 1/27/2022
15. Michael Zezas: U.S. & China - Unfinished Business

    Published: 1/27/2022
16. Special Episode: Tax-Efficient Strategies

    Published: 1/26/2022
17. Mike Wilson: Fixation on the Fed

    Published: 1/24/2022
18. Andrew Sheets: Protecting Against Inflation

    Published: 1/21/2022
19. 2022 US Housing Outlook: Strong Foundations but Reduced Affordability

    Published: 1/20/2022
20. 2022 Global Currency Outlook: The Trick is in The Timing

    Published: 1/19/2022