Podcast Episodes
Back to Search
Andrew Sheets: Optimism in Corporate Credit
Episode 986
Corporate credit continues to outperform other class assets, due in part to U.S. economic growth in the third quarter.
----- Transcript -----
Welcome t…
2 years, 7 months ago
Asia Equities: China’s Risk of a Debt Deflation Loop
Episode 985
With China at risk of falling into a debt deflation loop, lessons from Japan's deflation journey could provide some insight.
----- Transcript -----
Dan…
2 years, 7 months ago
Vishy Tirupattur: Implications of the Treasury Market Selloff
Episode 983
The rise in Treasury yields, among other factors, has caused significantly tighter financial conditions. If these conditions slow growth in the fourt…
2 years, 7 months ago
Matthew Hornbach: The Impact of Policy on Bond Markets
Episode 982
As the U.S. Federal Reserve keeps rates elevated, investors are selling off bonds in anticipation of new issues with higher yields, triggering a hist…
2 years, 7 months ago
Mike Wilson: Are Earnings Expectations Too High?
Episode 981
As investor sentiment recovers this month in anticipation of a strong year end, it’s important to acknowledge the factors that make this year’s funda…
2 years, 7 months ago
Ellen Zentner: The Rise of the SHEconomy
Episode 980
Demographic changes are making women in the U.S. more powerful economic agents, driving spending and GDP.
----- Transcript -----
Welcome to Thoughts on…
2 years, 7 months ago
Global Autos: Automotive’s Smartphone Moment
Episode 979
The automotive industry’s steady transition to “software-defined vehicles” could offer new entrants advantages against established incumbents.
----- T…
2 years, 7 months ago
Michael Zezas: The Impact of Geopolitical Tension
Episode 978
In the continuing transition to a multipolar world, geopolitical uncertainty is on the rise and new government policies could rewire global commerce.…
2 years, 7 months ago
Global Tech: Generative AI and Asset Management
Episode 977
The asset management and wealth management sectors could see AI boost efficiency in the short term and drive alpha in the medium to long term.
----- T…
2 years, 7 months ago
Seth Carpenter: Are Higher Rates Permanent?
Episode 976
The recent rise in long term yields and economic tightening raises the question of how restrictive U.S. financial conditions have become.
----- Transc…
2 years, 7 months ago