Podcast Episodes
Back to Search
Gen Z Trends That Could Disrupt Markets
Episode 1455
Our analysts Adam Jonas and Alex Straton discuss how tech-savvy young professionals are influencing retail, brand loyalty, mobility trends, and the b…
9 months, 2 weeks ago
How Stocks Could React to a Fed Pivot
Episode 1454
Opinions by market pundits have been flying since Fed Chair Powell’s remarks at Jackson Hole last week, leaving the door open for interest rate cuts …
9 months, 2 weeks ago
What to Watch When Credit Spreads Narrow
Episode 1453
Credit spreads are at the lowest levels in more than two decades, indicating health of the corporate sector. However, our Head of Corporate Credit Re…
9 months, 2 weeks ago
AI Takes the Wheel
Episode 1452
From China’s rapid electric vehicle adoption to the rise of robotaxis, humanoids, and flying vehicles, our analysts Adam Jonas and Tim Hsiao discuss …
9 months, 2 weeks ago
The Fed’s Next Moves After Mixed Data
Episode 1451
Markets have already priced in a Fed cut, given the mixed economic data in the July labor and CPI prints. Our Global Economist Arunima Sinha makes th…
9 months, 3 weeks ago
Why Credit Is Core to AI Expansion
Episode 1450
Our Chief Fixed Income Strategist Vishy Tirupattur brings in Vishwas Patkar, Head of U.S. Credit Strategy, and Carolyn Campbell, Head of Consumer and…
9 months, 3 weeks ago
What’s Fueling the Future of Energy in Asia?
Episode 1449
Our analysts Tim Chan and Mayank Maheshwari discuss how nuclear power and natural gas are reshaping Asia’s evolving energy mix, and what these trends…
9 months, 3 weeks ago
Special Encore: Bracing for Sticker Shock
Episode 1448
Original Release Date: July 11, 2025
As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raisin…
9 months, 3 weeks ago
A Divergence of Thought on the Fed’s Path
Episode 1447
The market thinks the Fed is likely to cut rates come September. Morgan Stanley economists disagree. Our Head of Corporate Credit Research Andrew She…
9 months, 3 weeks ago
Tariffs’ Impact on Economy and Bond Markets
Episode 1446
Although tariff negotiations continue, deals are being made, shifting investor focus on assessing the fallout. Our Global Head of Fixed Income Resear…
9 months, 4 weeks ago