Podcast Episodes
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What’s Driving European Stocks in 2026
Episode 1559
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks…
4 months, 3 weeks ago
The Boost From Easing Market Rules
Episode 1558
Our Global Head of Fixed Income Research Andrew Sheets looks at the implications of the U.S. government’s efforts to ease regulations, from bank bala…
4 months, 3 weeks ago
The Case for India’s Market Comeback
Episode 1557
Our Head of India Research and Chief India Equity Strategist Ridham Desai addresses a big debate: whether India stocks are poised for a recovery afte…
4 months, 3 weeks ago
Will U.S. Manufacturing See a 2026 Boom?
Episode 1556
Our U.S. Thematic Strategist Michelle Weaver and U.S. Multi-Industry Analyst Chris Snyder discuss a North America Big Debate for 2026: Whether invest…
4 months, 3 weeks ago
Why Markets Stay Steady Amid Venezuela Developments
Episode 1555
Our Chief Fixed Income Strategists Vishy Tirupattur discusses the calm market reaction to the latest developments in Venezuela and the potential impl…
4 months, 4 weeks ago
Signals Align for a Growth Cycle
Episode 1554
Our Global Head of Fixed Income Research Andrew Sheets takes a look at multiple indicators that are pointing on the same direction: strong growth for…
5 months ago
Driverless Cars Take the Fast Lane
Episode 1553
Our Head of U.S. Internet Research Brian Nowak and Andrew Percoco, Head of North America Autos and Shared Mobility Research, discuss why adoption of …
5 months ago
A Revolution in Credit Markets
Episode 1552
Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s Chairman of Markets in Private Equity, unpack how credit mark…
5 months ago
How Venezuela Events Could Affect Markets and Policy
Episode 1551
Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S actio…
5 months ago
The Bullish Signals That Investors Overlook
Episode 1550
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equitie…
5 months ago