Podcast Episodes
Back to Search
Special: What Should I Do With My Money?
Episode 999
If you're a listener to Thoughts on the Market you may be interested in another of our podcasts: What Should I Do With My Money?
--------------------…
2 years, 9 months ago
Macro Economy: The 2024 Outlook Part 2
Episode 998
Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, curr…
2 years, 9 months ago
Macro Economy: The 2024 Outlook
Episode 997
As global growth takes a hit and inflation begins to cool, how does the road ahead look for central banks and investors? Chief Fixed Income Strategis…
2 years, 9 months ago
Andrew Sheets: Will the Bond Market Suffer from Tax-Loss Selling?
Episode 996
Investors whose corporate bond holdings have lost value in 2023 could sell before the end of the year, locking in their losses to offset gains elsewh…
2 years, 9 months ago
Ed Stanley: Weight Loss Drugs and the Global Economy
Episode 995
Despite some falloff in consumer interest, anti-obesity drugs are still likely to have profound implications at both the macro and sectoral level.
---…
2 years, 10 months ago
Michael Zezas: Are the Worst Bond Returns Behind Us?
Episode 994
The recent treasury rally signals that perhaps the U.S. fiscal trajectory isn't as challenging as bond investors had feared.
----- Transcript -----
Wel…
2 years, 10 months ago
Matt Cost: How AI Could Disrupt Gaming
Episode 993
AI could help video game companies boost engagement and consumer spending, but could also introduce competition by making it easier for new companies…
2 years, 10 months ago
Mike Wilson: Will the Equity Market Rally Last?
Episode 992
Last week’s uptick in stock prices, driven by a pullback in bond yields and the Fed’s decision to hold rates steady, is likely to fizzle over the com…
2 years, 10 months ago
Andrew Sheets: Upgrades and Downgrades in Corporate Credit
Episode 991
As the majority of the stress from higher rates falls on weaker borrowers, investors should consider moving up in quality.
----- Transcript -----
Welco…
2 years, 10 months ago
US Economy: What Generative AI Means for the Labor Market
Episode 990
Generative AI could transform the nature of work and boost productivity, but companies and governments will need to invest in reskilling.
----- Transc…
2 years, 10 months ago