Podcast Episodes
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The Oil Market’s Billion-Barrel Problem
Episode 1695
How much runway does the world’s energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Income Research…
4 weeks, 1 day ago
Fed in July: A Weaker Case for Hiking
Episode 1694
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen unpack what is likely to influence this week’s interest rat…
4 weeks, 2 days ago
A More Selective Stock Market
Episode 1693
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he thinks the bull market has entered a new phase, with more focus on quality.
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1 month ago
An Odyssey Through Market History
Episode 1692
Looking at clues from the past, our Global Head of Fixed Income Research Andrew Sheets examines how the recurring themes – from deregulation to volat…
1 month ago
Data Centers’ Political Battle
Episode 1691
Despite growing political resistance, investment in data centers isn't slowing. Ariana Salvatore explains why supply constraints may actually acceler…
1 month ago
More Stocks Join the Bull Market
Episode 1690
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find op…
1 month ago
The Global Rate Debate
Episode 1689
In the second part of our economic roundtable, Michael Gapen, Jens Eisenschmidt and Chetan Ahya join Seth Carpenter to discuss how central banks are …
1 month ago
AI Spending: A New Engine for the Global Economy
Episode 1688
AI investment is reshaping the global outlook. In part one of this economic roundtable, our panel explores where the momentum is strongest — and wher…
1 month ago
Why Your Medical Bill Is So High
Episode 1687
Our analysts Andrew Sheets and Mark Schmidt unpack why U.S. healthcare feels so expensive and the potential impacts of rising hospital costs.
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1 month, 1 week ago
A Test for Capital Markets: Funding AI
Episode 1686
Credit markets are stepping in to fund the surging demand for AI. Our experts Lindsay Tyler and Anish Shah explore the opportunities and risks behind…
1 month, 1 week ago