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AI’s Next Big Leap
Episode 1629
Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the next phase of development may look v…
1 month, 1 week ago
Can Stock Momentum Hold Up?
Episode 1628
Major U.S. stock indexes have rebounded sharply in recent weeks. Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses the fundamentals that…
1 month, 1 week ago
Warsh’s Plan to Change the Fed
Episode 1627
Kevin Warsh, President Trump’s nominee for the next Fed Chair, testified in front of the Senate earlier this week. Our Global Head of Fixed Income Re…
1 month, 2 weeks ago
The Hidden Toll of Tariffs
Episode 1626
Our Global Chief Economist and Head of Macro Research Seth Carpenter asks Mayank Phadke, a member of his team, to give up an update on tariffs and th…
1 month, 2 weeks ago
U.S. Midterms: What Investors Should Watch
Episode 1625
Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm elections. Our Deputy Global Head o…
1 month, 2 weeks ago
Warnings and Winners From the IMF Meetings
Episode 1624
Back from the IMF Spring Meetings in Washington, Simon Waever and Seth Carpenter unpack what policy makers and investors could be underpricing: the g…
1 month, 2 weeks ago
Where Investment Themes Intersect and Beat Markets
Episode 1623
Our Global Head of Thematic and Sustainability Research Stephen Byrd unpacks how major investment themes for 2026 are increasingly interconnected, ge…
1 month, 2 weeks ago
The Real Drivers of GLP-1 Growth
Episode 1622
Our Head of U.S. Pharma and Biotech Terence Flynn discusses how the rapid pace of adoption of weight management treatments could have far-reaching im…
1 month, 3 weeks ago
Markets Eye Hungary’s Political Shift
Episode 1621
Our Global Head of Fixed Income Research Andrew Sheets breaks down how Péter Magyar’s win in Hungary’s election could smooth relations with the EU an…
1 month, 3 weeks ago
Economic Roundtable: Structural Fallouts From the Iran Conflict
Episode 1620
Our Global Chief Economist Seth Carpenter concludes the two-part discussion with chief regional economists Michael Gapen, Jens Eisenschmidt and Cheta…
1 month, 3 weeks ago