Thoughts on the Market

1317 Episodes

1. Looking Back at a Whirlwind Week

   Published: 8/2/2024
2. Following the Flows

   Published: 8/2/2024
3. Will GenAI Help or Hurt Ad Agencies?

   Published: 7/31/2024
4. Navigating the Quality and Cap Curves

   Published: 7/30/2024
5. The Coming Nuclear Power Renaissance

   Published: 7/29/2024
6. Three Risks for the Third Quarter

   Published: 7/26/2024
7. Investors’ Questions After Election Shakeup

   Published: 7/25/2024
8. How Asian Markets View US Elections

   Published: 7/24/2024
9. Almost Human: Robots in Our Near Future

   Published: 7/23/2024
10. Business Cycle May Trump Politics

    Published: 7/22/2024
11. Why Credit Markets Like Moderation

    Published: 7/19/2024
12. The Surprising Link Between Auto Insurance and Inflation

    Published: 7/18/2024
13. Navigating Market Reactions to the News Cycle

    Published: 7/17/2024
14. Beyond the 60/40 Portfolio?

    Published: 7/16/2024
15. Retail’s Comeback Plan

    Published: 7/15/2024
16. Why We Believe the Fed Will – and Should – Cut Rates Soon

    Published: 7/12/2024
17. Business Travelers Pack Their Bags

    Published: 7/11/2024
18. Less Impact Than You Might Think

    Published: 7/10/2024
19. US Housing: What Will Slow Home Price Growth?

    Published: 7/9/2024
20. 2024 US Elections: The Impact of Inflation

    Published: 7/8/2024