Podcast Episodes
Back to Search
Mexico Nearshoring Keeps Going Strong
Episode 1042
Many investors think the boom in Mexico nearshoring is losing steam. See what they may be missing.
----- Transcript -----
Welcome to Thoughts on the Ma…
2 years, 4 months ago
Will the U.S. Presidential Election Change Fed Policy?
Episode 1047
Investors are concerned that the upcoming election might interfere with policy decisions. Here’s why our view is different.
----- Transcript -----
Matt…
2 years, 4 months ago
What Matters Most to Markets in the U.S. Election
Episode 1046
While it’s too early to tell who will win the U.S. presidential election – or how markets will respond to it – there are a few factors that invest…
2 years, 4 months ago
Taking the Long View
Episode 1045
Lisa Shalett, Chief Investment Officer of Morgan Stanley Wealth Management, discusses long-term investors’ biggest concern – the amount and timing of…
2 years, 4 months ago
Chasing the End of the Economic Cycle
Episode 1044
As the current economic cycle plays out, history suggests that stock prices could be in for large price swings in both directions.
----- Transcript --…
2 years, 4 months ago
Special Encore: Andrew Sheets: Why 2024 Is Off to a Rocky Start
Episode 1043
Original Release on January, 5th 2024: Should investors be concerned about a sluggish beginning to the year, or do they just need to be patient?
-----…
2 years, 4 months ago
Three Investment Themes for 2024 and Beyond
Episode 1041
Elections, geopolitical risks and rate cuts are driving markets in the short term. But there are three trends that could provide long-term investment…
2 years, 4 months ago
The Growth Outlook for China’s Tech Sector
Episode 1040
Although China has emerged as one of the world’s largest end markets for technology, its tech sector faces some significant macro hurdles. Here’s wha…
2 years, 4 months ago
What’s Next for Money Market Funds?
Episode 1039
Changing Fed policy in 2024 is likely to bring down yields from these increasingly popular funds. Here’s what investors can consider instead.
----- Tr…
2 years, 4 months ago
The Path Ahead for Natural Gas and Shale
Episode 1038
Investors are split on the outlook for natural gas as “peak shale” may be on the horizon. Here’s what to expect in 2024.
----- Transcript -----
Welcome…
2 years, 5 months ago