Podcast Episodes
Back to Search
Andrew Sheets: The Positive Side of Higher Rates
Episode 936
Bond yields have seen a surprising increase as a result of real interest rates, which could mean both good and bad news for other asset types.
----- T…
3 years ago
Chetan Ahya: Can China Avoid a Lost Decade?
Episode 935
Although China’s economy faces challenges in terms of debt, demographics and deflation, the right policy approach could ward off a debt deflation loo…
3 years ago
Michael Zezas: The Risks of a U.S. Government Shutdown
Episode 934
Although Congress has avoided previous shutdowns with last-minute resolutions, investors shouldn’t get complacent in assuming the same outcome again …
3 years ago
Jonathan Garner: A Bullish Turn for India
Episode 933
With the rupee appreciating, manufacturing and services in a consistent rally and demographic trends on an upswing, India may be better poised for a …
3 years ago
Mike Wilson: Fiscal Policy Continues to Drive U.S. Economic and Market Performance
Episode 932
While the Fed fights generationally high inflation, the U.S. economy continues to grow, supported by high levels of spending. This has affected both …
3 years ago
U.S. Equities: Valuations Still Matter
Episode 931
While the Fed navigates a soft landing for the U.S. economy and stock valuations remain high, how can investors navigate the risks and rewards of a s…
3 years ago
Pharmaceuticals: The Investment Opportunity in Obesity Treatment
Episode 930
A recent landmark study around weight-loss medicine could spark near-term growth opportunities in pharmaceuticals.
----- Transcript -----
Mark Purcell:…
3 years ago
Michael Zezas: The Impact of New Investment Limitations in China
Episode 929
Forthcoming U.S. restrictions on some tech investments in China may present new opportunities as companies adapt to these constraints.
----- Transcrip…
3 years ago
Social Investing: The Future of Sustainability
Episode 928
The profound demographic changes underway in countries around the world will require innovative, socially focused solutions in sectors including heal…
3 years ago
U.S Housing: U.S Housing Market Remains Tight for Buyers
Episode 927
The residential housing market continues to face limited inventory, low affordability and high mortgage rates, but the worst may have passed.
----- Tr…
3 years ago