Podcast Episodes
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The Hidden Toll of Tariffs
Episode 1626
Our Global Chief Economist and Head of Macro Research Seth Carpenter asks Mayank Phadke, a member of his team, to give up an update on tariffs and th…
4 months, 1 week ago
U.S. Midterms: What Investors Should Watch
Episode 1625
Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm elections. Our Deputy Global Head o…
4 months, 1 week ago
Warnings and Winners From the IMF Meetings
Episode 1624
Back from the IMF Spring Meetings in Washington, Simon Waever and Seth Carpenter unpack what policy makers and investors could be underpricing: the g…
4 months, 1 week ago
Where Investment Themes Intersect and Beat Markets
Episode 1623
Our Global Head of Thematic and Sustainability Research Stephen Byrd unpacks how major investment themes for 2026 are increasingly interconnected, ge…
4 months, 1 week ago
The Real Drivers of GLP-1 Growth
Episode 1622
Our Head of U.S. Pharma and Biotech Terence Flynn discusses how the rapid pace of adoption of weight management treatments could have far-reaching im…
4 months, 2 weeks ago
Markets Eye Hungary’s Political Shift
Episode 1621
Our Global Head of Fixed Income Research Andrew Sheets breaks down how Péter Magyar’s win in Hungary’s election could smooth relations with the EU an…
4 months, 2 weeks ago
Economic Roundtable: Structural Fallouts From the Iran Conflict
Episode 1620
Our Global Chief Economist Seth Carpenter concludes the two-part discussion with chief regional economists Michael Gapen, Jens Eisenschmidt and Cheta…
4 months, 2 weeks ago
Economic Roundtable: Energy Shock & Central Banks’ Action
Episode 1619
In this first of a two-part discussion, our Global Chief Economist Seth Carpenter leads a discussion with chief regional economists Michael Gapen, Je…
4 months, 2 weeks ago
Mounting Evidence of a Market Rebound
Episode 1618
Our CIO and Chief U.S. Equity Strategist Mike Wilson shares his perspective on why investors should position for a stock market recovery despite ongo…
4 months, 2 weeks ago
Making Sense of Mixed Market Signals
Episode 1617
Despite a historic disruption to global energy markets, the stock market remains resilient. Our Global Head of Fixed Income Research Andrew Sheets su…
4 months, 3 weeks ago