Podcast Episodes
Back to SearchU.S. Bank's Haworth: Yes, the market looks like it is setting up a '5-peat' for '27
Rob Haworth, senior investment strategist at U.S. Bank Asset Management, entered the year saying that the stock market could "4-peat," by posting its…
2 months, 3 weeks ago
Nomura's Caruso: Supply chain, high yields and market volatility are opportunities
Anthony Caruso, head of ETFs and product strategy at Nomura Asset Management International, says that while artificial intelligence is driving the ma…
2 months, 3 weeks ago
Turning Point's Christians: The market's stuck in no-man's land, for now
Dean Christians, lead market strategist at Turning Point Market Research, sees a market that stays in a range-bound no-man's land — the way it has be…
2 months, 4 weeks ago
Aristotle's Klingelhofer: A short, steep recession is coming, and is needed
Jeff Klingelhofer, portfolio manager at Aristotle Pacific Capital, says that new Federal Reserve chairman Kevin Warsh is learning on the job, but he …
2 months, 4 weeks ago
AssetMark's Chan: The economy isn't exciting, but it's avoiding trouble
Christian Chan, chief investment officer at AssetMark, says that the overall macroeconomic environment is okay — growing above trend but not at excit…
3 months ago
Economist Homkes: 'There are early warning signs to be heads-up about'
Economist Rebecca Homkes, a lecturer at Duke University and London Business School whose consulting practice focuses on the things that influence the…
3 months ago
Hennessy's Ellison: Lacking patience, investors are being set up for disappointment
David Ellison, portfolio manager for the Hennessy Funds, says that investor expectations have gotten far enough out of line that the positive conditi…
3 months ago
Economist Kotlikoff: A recession will require panic, and one may be coming
Economist Lawrence Kotlikoff, a professor at Boston University and the founder of Maxifi, says that "irrational exuberance" is something that routine…
3 months ago
New Constructs' Trainer on trouble ahead for Anthropic, OpenAI
David Trainer, founder and president of New Constructs, puts some big-name soon-to-IPO artificial-intelligence companies in The Danger Zone this week…
3 months ago
Global X's Helfstein: Don't bet against this strong investment cycle, resilient consumer
Scott Helfstein, head of investment strategy at Global X ETFs, says that while the Iran War got the headlines, trade negotiations will be the story t…
3 months, 1 week ago