Podcast Episodes
Back to SearchMorgan Stanley's Shalett: The economy's next story is an 'earnings recession'
Lisa Shalett, chief investment officer for wealth management at Morgan Stanley says 'Investors may be relying too much on recent trends to extrapolat…
3 years, 8 months ago
Allspring's Jacobsen: Yes, recession's coming but 'the level' matters
Brian Jacobsen, senior investment strategist at Allspring Global Investments, says that while the economic picture remains muddled, there has been an…
3 years, 8 months ago
Gateway's Ferrara: History calls for attractive returns and high volatility
Joe Ferrara, investment strategist at Gateway Investment Advisers, says that a recent study done by his firm shows that many recent drivers of short-…
3 years, 8 months ago
IAA's Zaccarelli: Don't be fooled; the rally is 'delaying the inevitable'
Chris Zaccarelli, chief investment officer for the Independent Advisor Alliance, says that the market has reached a time when the better things are i…
3 years, 8 months ago
Cumberland's Mousseau says bonds look good despite high inflation
John Mousseau, chief executive officer at Cumberland Advisors says that he sees the potential for the Federal Reserve to steer the economy clear of a…
3 years, 8 months ago
Hancock's Roland: Don't lean too far into this rally, trouble's coming
Emily Roland, co-chief investment strategist at John Hancock Investment Management, says that macroeconomic signals show that a slowdown and recessi…
3 years, 8 months ago
Trillium's Smith: Don't let the rally fool you, a hard landing is coming
Cheryl Smith, economist and portfolio manager at Trillium Asset Management, says the current rally is not a sign of a new bull market, but rather pro…
3 years, 8 months ago
Clocktower's Papic: Inflation has peaked, Fed has pivoted, recession's not coming
Marko Papic, chief strategist at Clocktower Group, says that equities bottom when inflation peaks, and that process -- typically coupled with the Fed…
3 years, 8 months ago
Economist Garretty: The odds of a soft landing keep increasing
Jeanette Garretty, chief economist at Robertson Stephens Wealth Management, says there is a higher probability of a soft landing today than anyone fo…
3 years, 8 months ago
Zacks' Mian says the market's worst downward pressures have passed
Sheraz Mian, director of research at Zacks Investment Research, says we may be 'close to the finish line with respect to how much [earnings estimates…
3 years, 8 months ago