Podcast Episodes
Back to SearchOutlook 2024 - Episode 2: Deep Dive—The Fats Dominoes
Episode 52
The impact of weight loss drugs on equity markets.
View video here
2 years, 4 months ago
Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview
Episode 51
Falling US inflation and possible Fed easing are increasing talk of a soft landing rather than a hard landing and bear market. Our 2024 Outlook takes…
2 years, 4 months ago
It’s Mostly a Paper Moon: Alternative Investments Review
Episode 50
A review on industry returns in private equity, venture capital, hedge funds, commercial real estate, infrastructure and private credit
View video h…
2 years, 5 months ago
Not That 70’s Show
Episode 49
Six questions and answers on the intersection between geopolitics, US politics and financial markets
View transcript
View video here
2 years, 6 months ago
New York, Just Like I Pictured It
Episode 48
Comments on NYC compared to 21 other US cities with respect to urban recovery, commercial real estate, mass transit, crime, outmigration, work-from-h…
2 years, 7 months ago
What was I made for: Large Language Models in the Real World
Episode 47
I asked Chat GPT-4 questions on economics, markets, energy and politics that my analysts and I worked on over the last two years. This piece reviews …
2 years, 8 months ago
The Rasputin Effect
Episode 46
Global resilience to higher rates
View transcript
View video and charts here
2 years, 9 months ago
Mr. Toad’s Wild Ride
Episode 45
The impact of underperforming 2020 and 2021 US IPOs
View transcript with chart references
2 years, 10 months ago
Letters to the Editor
Episode 44
Comments on mega-cap stocks and artificial intelligence. Then, it’s time for some of my unsolicited letters to Barron’s, MSNBC, “No Labels”, FHFA and…
2 years, 11 months ago
Too Long at the Fair
Episode 43
Time to retire the US/Emerging Markets barbell for a while
View transcript with chart references
3 years ago