Podcast Episodes
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What’s Behind the Recent Stock Tumble?
Episode 1326
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the challenges to growth for U.S. stocks and why some investors are looking to China an…
1 year, 3 months ago
How a Potential Ukraine Peace Deal Could Impact Airlines
Episode 1325
Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan explores how a potential peace deal in Ukraine could reshape the global airli…
1 year, 3 months ago
The Downside Risks of Reciprocal Tariffs
Episode 1324
Our Global Chief Economist Seth Carpenter explains the potential domino effect that President Trump’s reciprocal tariffs could have on the U.S. and g…
1 year, 3 months ago
A Rollercoaster Housing Market
Episode 1323
Our co-heads of Securitized Products Research, James Egan and Jay Bacow, explain how the increase in home prices, a tight market supply and steady mo…
1 year, 3 months ago
Finding Opportunity in an Uncertain U.S. Equity Market
Episode 1322
Our CIO and Chief U.S. Equity Strategy Mike Wilson suggests that stock, factor and sector selection remain key to portfolio performance.
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1 year, 3 months ago
Trump 2.0 and the Potential Economic Impact of Immigration Policy
Episode 1321
Our Global Head of Fixed Income and Public Policy Research, Michael Zezas, joins our Chief U.S. Economist, Michael Gapen, to discuss the possible out…
1 year, 4 months ago
How Do Tariffs Affect Currencies?
Episode 1320
Our Head of Foreign Exchange & Emerging Markets Strategy James Lord discusses how much tariff-driven volatility investors can expect in currency mark…
1 year, 4 months ago
The Credit Upside of Market Uncertainty
Episode 1319
The down-to-the-deadline nature of Trump’s trade policy has created market uncertainty. Our Head of Corporate Credit Research Andrew Sheets points ou…
1 year, 4 months ago
The Rising Risk of Trade Tensions in Asia
Episode 1318
Our Chief Asia Economist Chetan Ahya discusses the potential impact of reciprocal U.S. tariffs on Asian economies, highlighting the key markets at ri…
1 year, 4 months ago
Who Might Benefit From Trump’s Tax Policy Proposals?
Episode 1317
Global Head of Fixed Income and Public Policy Research Michael Zezas and Head of Global Evaluation, Accounting and Tax Todd Castagno discuss the mark…
1 year, 4 months ago