Podcast Episodes
Back to SearchThe bull-bear battles of 2025 (December 16, 2024)
We have lost count of how many years “unprecedented uncertainty” has led annual outlooks, and yet here we are again. The next few months are likely t…
1 year, 3 months ago
Views from the road (December 9, 2024)
In just this past month, Lauren Goodwin and Julia Hermann have spent time with investors across various political climates in the U.S., road-showed i…
1 year, 4 months ago
What’s next for the AI trade (December 2, 2024)
Lauren Goodwin and Julia Hermann take a fresh look at the AI trade, evaluating both its promises and pitfalls. As investors set their sights on 2025,…
1 year, 4 months ago
The Trump Trades: Fade or Follow? (November 18, 2024)
It’s been a couple weeks since the U.S. election, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break…
1 year, 4 months ago
Ballots, Bulls, and Bears: Trumped-Up Markets (November 11, 2024)
The results are in. Donald Trump won the 2024 Presidential election, and Republicans have taken control of both the Senate and the House of Represent…
1 year, 5 months ago
Ballots, Bulls, and Bears: Policy continuity (November 4, 2024)
As election week unfolds and uncertainty fills the air, one question stands out: what policies are least at risk of change? Lauren Goodwin and Michae…
1 year, 5 months ago
Rates back on the rise (October 28, 2024)
Why are interest rates rising after a Fed cut? Is it all about the election – and what are the implications on long-term rates? Lauren Goodwin and Ju…
1 year, 5 months ago
Ballots, Bulls and Bears: global allocation with Nadège Dufossé (October 21, 2024)
The U.S. election may be decided by U.S. citizens, but its impact will be felt by a far larger base. Nadège Dufossé, Global head of Multi-Asset at Ca…
1 year, 5 months ago
The moderate, middling, muddle-through economy (October 14, 2024)
The economic scene is shifting, and so is the team’s outlook. Join Lauren Goodwin, Julia Hermann, and Michael LoGalbo as they unravel the Fed’s inter…
1 year, 6 months ago
Ballots, Bulls and Bears: Tax policy and municipal bonds (October 7, 2024)
The 2017 Tax Cuts and Jobs Act included tax cuts for households that are set to expire in 2025. How might tax policy evolve, and what does it mean fo…
1 year, 6 months ago