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Ellen Zentner: The Lagging Effects of Loan Growth
Episode 842
While banking conditions seem to have stabilized for now, tighter credit conditions could still hit U.S. economic growth.
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Welcom…
3 years, 2 months ago
Michael Zezas: What the ‘X-Date’ Means for Investors
Episode 841
With the deadline to raise the debt ceiling looming closer, will recent banking challenges reduce Congress's willingness to take risks with the econo…
3 years, 2 months ago
Seth Carpenter: China’s Impact on Global Growth
Episode 840
As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.
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3 years, 2 months ago
Mike Wilson: Not All Bank Reserves Are Created Equal
Episode 839
Recent increases in the Fed’s balance sheet may not have the same impact on money supply, growth and equities as in previous cycles.
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3 years, 2 months ago
Andrew Sheets: Be Careful What You Wish For
Episode 838
Given recent signs of slowing in a previously strong economy, investors may want to look to history before wishing for weaker growth.
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3 years, 2 months ago
Vishy Tirupattur: A Challenging Road for Commercial Real Estate
Episode 837
As regional banks contend with sector volatility, commercial real estate could face challenges in securing new loans and refinancing debt when it mat…
3 years, 2 months ago
Lauren Schenk: Analyzing the Online Dating Market
Episode 836
Many investors are questioning if the online dating market has become saturated and, in turn, if there is still a growth runway for the industry.
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3 years, 2 months ago
Introducing: What Should I Do With My Money?
Episode 835
If you're a listener to Thoughts on the Market you may be interested in our new podcast: What Should I Do With My Money?
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Managing our…
3 years, 2 months ago
Graham Secker: A Moment of Calm for European Equities
Episode 834
Amid uncertainty in the global banking sector, are European equities a safe haven for investors to weather the storm?
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Welcome to…
3 years, 2 months ago
Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?
Episode 833
After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately fa…
3 years, 2 months ago