Podcast Episodes
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Why Uncertainty Won't Slow AI Hardware Investment
Episode 1336
Our Head of U.S. IT Hardware Erik Woodring gives his key takeaways from Morgan Stanley’s Technology, Media and Telecom (TMT) conference, including wh…
1 year, 3 months ago
Rewiring Global Trade
Episode 1334
While policy noise continues to dominate the headlines, our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas points out …
1 year, 3 months ago
Funding the Next Phase of AI Development
Episode 1333
Recorded at our 2025 Technology, Media and Telecom (TMT) Conference, TMT Credit Research Analyst Lindsay Tyler joins Head of Investment Grade Debt Co…
1 year, 3 months ago
Is There Too Much Focus on Fed’s Moves?
Episode 1335
While central bank policy will always matter for markets, our Head of Corporate Credit Research Andrew Sheets explains why investors should not be wo…
1 year, 3 months ago
What Will Tariffs Do to the U.S. Dollar?
Episode 1332
Our U.S. Public Policy and Currency analysts, Ariana Salvatore and Andrew Watrous, discuss why the dollar fell at the beginning of the first Trump ad…
1 year, 3 months ago
Will GenAI Turn a Profit in 2025?
Episode 1331
Our Semiconductors and Software analysts Joe Moore and Keith Weiss dive into the biggest market debate around AI and why it’s likely to shape convers…
1 year, 3 months ago
Searching for Signals in U.S. Policy Noise
Episode 1330
Our Global Head of Fixed Income Research and Public Policy Strategy explains why conflicting news on tariffs and government spending may point to a c…
1 year, 3 months ago
Shaky U.S. Consumer Confidence May Be a Leading Signal
Episode 1329
Two recent surveys indicate that U.S. consumer confidence has shown a notable decline amid talks about inflation and potential tariff. Our Head of Co…
1 year, 3 months ago
The Impact of Shifting Immigration Policy
Episode 1328
Our Chief U.S. Economist Michael Gapen discusses the possible economic implications of restrictive immigration policies in the U.S., highlighting the…
1 year, 3 months ago
Cruises Set Sail for Private Islands
Episode 1327
A shift to private destinations for cruise lines could affect both operators and guests by 2030. Our Europe Leisure & Travel analyst Jamie Rollo expl…
1 year, 3 months ago