Thoughts on the Market

Credit: The ‘Income’ is Back in Fixed Income

May 3, 2022

00:08:26

Retail Investing, Pt. 2: ESG and Fixed Income

April 29, 2022

00:09:01

Retail Investing, Pt. 1: International Exposure

April 28, 2022

00:08:45

Michael Zezas: Legislation that Matters to Markets

April 27, 2022

00:03:09

Transportation: Untangling the Supply Chain

April 26, 2022

00:09:31

Mike Wilson: U.S. Stocks and the Oncoming Slowdown

April 25, 2022

00:03:28

Jonathan Garner: Looking for Alternatives to Emerging Markets

April 22, 2022

00:03:36

Andrew Sheets: Can Bonds Once Again Play Defense?

April 21, 2022

00:03:38

Graham Secker: A Cautious View on European Stocks

April 20, 2022

00:04:26

Robert Rosener: How U.S. Businesses See the Road Ahead

April 20, 2022

00:04:05

Mike Wilson: Inflation Drags on Forward Earnings

April 19, 2022

00:04:12

U.S. Economy: When to Worry About the Yield Curve

April 15, 2022

00:09:03

Michael Zezas: An Optimistic Look at Bonds

April 13, 2022

00:02:40

U.S. Housing: Supply, Demand, and the Yield Curve

April 12, 2022

00:07:02

Special Encore: Sheena Shah - Is Cryptocurrency Becoming Currency?

April 12, 2022

00:04:17

Andrew Sheets: A New Outlook on U.S. Bonds

April 8, 2022

00:03:07

Europe: Geopolitics and the ECB

April 7, 2022

00:11:15

Michael Zezas: Will Gas Prices Come Down?

April 6, 2022

00:02:17

Special Encore: The Fed - Learning From the Last Hiking Cycle

April 5, 2022

00:06:26

Mike Wilson: Revisiting the 2022 Outlook

April 4, 2022

00:04:22

Andrew Sheets: Markets Look to the Yield Curve

April 1, 2022

00:03:04

Sheena Shah: Is Cryptocurrency Becoming Currency?

March 31, 2022

00:04:09

The Fed: Learning From the Last Hiking Cycle

March 30, 2022

00:06:19

Energy: Oil, Gas and the Clean Energy Transition

March 29, 2022

00:11:12

Mike Wilson: Why Are Equity Risk Premiums So Low?

March 28, 2022

00:03:40

U.S. Economy: Tracking Rate Hike Implications

March 25, 2022

00:10:34

Matthew Hornbach: Easing Yield Curve Concerns

March 24, 2022

00:03:52

Michael Zezas: A Framework for ESG Growth in U.S.

March 23, 2022

00:02:16

Andrew Sheets: The Housing Inflation Puzzle

March 22, 2022

00:03:18

Mike Wilson: Late Cycle Signals

March 21, 2022

00:03:37

Andrew Sheets: The Fed has More Work to Do

March 18, 2022

00:03:19

James Lord: Will the U.S. Dollar Still Prevail?

March 17, 2022

00:04:24

Michael Zezas: A False Choice for Energy Policy

March 16, 2022

00:02:28

Jonathan Garner: Commodities, Geopolitical Risk and Asia & EM Equities

March 15, 2022

00:03:37

Mike Wilson: Will Slowing Growth Alter the Fed’s Path?

March 14, 2022

00:03:39

Special Episode: Sanctions, Bonds and Currency Markets

March 11, 2022

00:08:28

Special Episode: Inflation, Energy and the U.S Consumer

March 10, 2022

00:08:27

Michael Zezas: The Macro Impacts of Oil Prices

March 9, 2022

00:02:46

Graham Secker: Stagflation Pressure Meets Pricing Power

March 8, 2022

00:03:43

Mike Wilson: A More Bearish View for 2022

March 7, 2022

00:03:55

Andrew Sheets: A Different Story for Global Markets

March 4, 2022

00:02:58

Special Episode: How Fed Policy Impacts Housing

March 3, 2022

00:06:01

Michael Zezas: Key Questions Amidst Geopolitical Tensions

March 3, 2022

00:03:04

Martijn Rats: Uncertainty for Oil and Gas

March 2, 2022

00:03:11

Vishy Tirupattur: Corporate Credit Faces New Challenges

Feb. 28, 2022

00:03:12

Andrew Sheets: Geopolitics, Inflation and Central Banks

Feb. 26, 2022

00:03:04

Special Episode: Changing Tides - Water Scarcity

Feb. 25, 2022

00:08:38

Mike Wilson: The Prospect of a Continued Correction

Feb. 24, 2022

00:03:14

Special Episode, Pt. 2: Inflation Around the World

Feb. 23, 2022

00:08:57

Special Episode, Pt. 1: Two Kinds of Inflation

Feb. 18, 2022

00:08:07

Special Episode: All Eyes on Ukraine

Feb. 17, 2022

00:09:22

Special Encore: Consider the Muni Market

Feb. 16, 2022

00:02:37

Mike Wilson: Unpacking the Latest CPI

Feb. 15, 2022

00:03:44

Jonathan Garner: Welcome to the Year of the Tiger

Feb. 14, 2022

00:03:21

Andrew Sheets: Where is Inflation Headed?

Feb. 11, 2022

00:03:39

Special Encore: Tax-Efficient Strategies

Feb. 10, 2022

00:08:45

Michael Zezas: Fiscal Policy Takes a Back Seat

Feb. 9, 2022

00:02:58

Graham Secker: Feeling Positive About UK Equities

Feb. 8, 2022

00:04:18

Mike Wilson: Six More Weeks of Slow Growth

Feb. 7, 2022

00:03:48

Special Episode: The Improving Case for Commodities

Feb. 5, 2022

00:10:18

Matt Hornbach: What Moves Real Yields?

Feb. 3, 2022

00:02:37

Michael Zezas: Consider the Muni Market

Feb. 2, 2022

00:02:31

Reza Moghadam: Is The ECB Behind The Curve?

Feb. 2, 2022

00:04:21

Andrew Sheets: Systematic vs. Subjective Investing

Jan. 31, 2022

00:03:29

Special Episode: New Challenges for The US Consumer

Jan. 28, 2022

00:10:15

Matt Hornbach: Getting Real on Yields for TIPS

Jan. 27, 2022

00:04:07

Michael Zezas: U.S. & China - Unfinished Business

Jan. 27, 2022

00:02:56

Special Episode: Tax-Efficient Strategies

Jan. 26, 2022

00:08:38

Mike Wilson: Fixation on the Fed

Jan. 24, 2022

00:03:49

Andrew Sheets: Protecting Against Inflation

Jan. 21, 2022

00:02:45

2022 US Housing Outlook: Strong Foundations but Reduced Affordability

Jan. 20, 2022

00:07:19

2022 Global Currency Outlook: The Trick is in The Timing

Jan. 19, 2022

00:03:22

Mike Wilson: Pricing a More Hawkish Fed

Jan. 18, 2022

00:03:52

Andrew Sheets: Adjusting to a New Fed Tone

Jan. 14, 2022

00:02:53

Michael Zezas: The Fed’s Tough Job Ahead

Jan. 13, 2022

00:03:07

Special Episode, Pt. 2: Long-Term Supply Chain Restructuring

Jan. 13, 2022

00:08:24

Special Episode, Pt. 1: Near-Term Supply Chain Restructuring

Jan. 12, 2022

00:06:43

Mike Wilson: Will 2022 be a 2013 ‘Taper Tantrum’ Redux?

Jan. 10, 2022

00:03:54

Andrew Sheets: New Wrinkles for the 2022 Story

Jan. 7, 2022

00:03:27

Graham Secker: Will Europe Be Derailed By Omicron?

Jan. 6, 2022

00:03:49

Michael Zezas: Why are Markets Unfazed by Omicron?

Jan. 5, 2022

00:02:39

Jonathan Garner: Omicron Impacts Across Asia

Jan. 4, 2022

00:03:44

Michael Wilson: New Year, New Opportunities

Jan. 3, 2022

00:03:51

End-of-Year Encore: Space Investing

Dec. 30, 2021

00:04:29

End-of-Year Encore: Retail Investing

Dec. 29, 2021

00:10:02

End-of-Year Encore: Thematic Investing

Dec. 28, 2021

00:07:13

End-of-Year Encore: Factor Investing

Dec. 27, 2021

00:07:59

Michael Zezas: A More Flexible Fed

Dec. 22, 2021

00:02:55

Chetan Ahya: China’s 2022 Policy Shifts

Dec. 21, 2021

00:03:56

Mike Wilson: Fire & Ice Continues Into Year-end

Dec. 21, 2021

00:03:25

Welcome to Thoughts on the Market

Dec. 20, 2021

00:00:46

Andrew Sheets: Challenges to the 2022 Story Emerge

Dec. 17, 2021

00:03:21

Matthew Harrison: COVID-19 - Omicron Updates

Dec. 16, 2021

00:03:31

Michael Zezas: Supply Chain Woes Also Create Opportunities

Dec. 15, 2021

00:03:06

Sheena Shah: The Financialization of Cryptocurrency

Dec. 14, 2021

00:03:26

2022 U.S. Equities Outlook: Still Favoring the Base Case

Dec. 13, 2021

00:04:36

2022 Rates & Currency Outlook: What’s Changed?

Dec. 10, 2021

00:04:27

2022 US Economic Outlook: Gauging Inflation, Labor & The Fed

Dec. 10, 2021

00:06:53

Michael Zezas: Congress Eyes Tech Regulation in 2022

Dec. 9, 2021

00:03:22

Special Episode: Early Vaccine Data on Omicron

Dec. 8, 2021

00:05:41

2022 European Equities Outlook: Volatility Inbound

Dec. 8, 2021

00:03:20

Mike Wilson: Why Have Stocks Been So Weak?

Dec. 6, 2021

00:03:36

Andrew Sheets: For the Fed, Are Tapering and Raising Rates the Same Thing?

Dec. 3, 2021

00:03:09

2022 Asia Equities Outlook: Key Debates

Dec. 2, 2021

00:04:39

Michael Zezas: New Restrictions in Light of Omicron?

Dec. 1, 2021

00:03:40

Special Episode: COVID-19 - Omicron Variant Causes Concern

Dec. 1, 2021

00:09:22

Mike Wilson: Markets React to Omicron

Nov. 29, 2021

00:03:01

Michael Zezas: A Step Forward for Build Back Better

Nov. 24, 2021

00:02:40

Andrew Sheets: Twists and Turns In 2022

Nov. 23, 2021

00:04:32

Mike Wilson: 2022 Equity Outlook Feedback and Debates

Nov. 22, 2021

00:04:00

2022 Global Economic Outlook, Pt. 2: Debates and Uncertainties

Nov. 19, 2021

00:09:54

2022 Global Economic Outlook, Pt. 1: Optimism in the New Year

Nov. 18, 2021

00:09:55

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

Nov. 17, 2021

00:03:12