Podcast Episodes
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The Risks of Private Credit's Software Exposure
Episode 1589
Our Chief Fixed Income Strategist Vishy Tirupattur and U.S. Head of Credit Strategy Vishwas Patkar discuss the implications of private credit’s expos…
3 months, 1 week ago
AI as New Global Power?
Episode 1586
Our Deputy Head of Global Research Michael Zezas and Stephen Byrd, Global Head of Thematic and Sustainability Research, discuss how the U.S. is posit…
3 months, 1 week ago
Oil Rallies on Fresh Uncertainty
Episode 1588
Our Global Commodities Strategist Martijn Rats discusses the geopolitical drivers behind the recent spike in oil prices and outlines four Iran scenar…
3 months, 2 weeks ago
Special Encore: For Better or Warsh
Episode 1587
Original Release Date: Feb 6, 2026
Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner w…
3 months, 2 weeks ago
Why Stocks Keep Rising Despite AI Anxiety
Episode 1585
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he still believes in a growth cycle for equity markets, even as investors show grow…
3 months, 2 weeks ago
Global Trade in Flux: What’s Next After Tariff Ruling
Episode 1584
The Supreme Court's latest ruling on tariffs has thrown existing trade agreements into uncertainty. Our Head of Public Policy Research Ariana Salvato…
3 months, 2 weeks ago
AI at Work: The Transformation Is Already Underway
Episode 1583
Our Head of European Sustainability Research Rachel Fletcher talks about how AI’s is quickly reshaping employment and productivity across key industr…
3 months, 2 weeks ago
Could the U.S. Target a Weaker Dollar?
Episode 1582
Our Global Head of FX and EM Strategy James Lord and Global Chief Economist Seth Carpenter discuss what’s driving the U.S. policy for the dollar and …
3 months, 3 weeks ago
The Political Cost of the AI Buildout
Episode 1581
More Americans are blaming the AI infrastructure expansion for rising electricity bills. Our Head of Public Policy Research Ariana Salvatore explains…
3 months, 3 weeks ago
A Novel Way to Shop Online
Episode 1580
Our Head of U.S. Internet Research Brian Nowak joins U.S. Small and Mid-Cap Internet Analyst Nathan Feather to explain why the future of agentic comm…
3 months, 3 weeks ago