Thoughts on the Market

1317 Episodes

1. Michael Zezas: A New Normal for U.S./China Relations

   Published: 11/17/2021
2. Special Episode: The Low-Income Real Estate Story

   Published: 11/17/2021
3. Mike Wilson: In 2022, Stock Picking May Lead

   Published: 11/15/2021
4. Andrew Sheets: Bond Markets Get Jumpy

   Published: 11/12/2021
5. Matt Hornbach: What the Fed Wants, the Fed Gets

   Published: 11/11/2021
6. Michael Zezas: The Infrastructure Supercycle is Here

   Published: 11/11/2021
7. Graham Secker: A Curious Case of Price Movements

   Published: 11/9/2021
8. Mike Wilson: Inflation Causes Mixed Signals

   Published: 11/8/2021
9. Jonathan Garner: Equity Markets Respond to Global Shifts

   Published: 11/5/2021
10. Andrew Sheets: A Taper Without a Tantrum?

    Published: 11/4/2021
11. Matt Hornbach: What to Watch for When Markets Get Meta

    Published: 11/4/2021
12. Michael Zezas: Short-Term vs. Long-Term Deficit

    Published: 11/2/2021
13. Special Encore: Clear Skies, Volatile Markets

    Published: 11/1/2021
14. Vishy Tirupattur: Corporate Credit - Calm Amidst the Storm

    Published: 10/29/2021
15. Andrew Sheets: What Will Markets Return in the Long Run?

    Published: 10/28/2021
16. Special Episode: Autonomous Trucking Speeds Ahead

    Published: 10/28/2021
17. Special Episode: Clean Tech Thrives Under Most Budget Outcomes

    Published: 10/26/2021
18. Mike Wilson: An Icy Winter for Investors?

    Published: 10/25/2021
19. Andrew Sheets: Why Lower Oil Futures Matter for the Shape of the Market

    Published: 10/22/2021
20. Special Episode: The Promise of Green Hydrogen

    Published: 10/22/2021