Podcast Episodes
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U.S Housing: Is there Still Strength in the Housing Market?
Episode 874
As the confidence level of homebuilders building new homes is increasing, will home sales go along with it? Jim Egan and Jay Bacow, Co-Heads of U.S. …
3 years, 3 months ago
Mike Wilson: Beware a False Market Breakout
Episode 873
Though the current market narrative has turned bullish, it may not withstand a downturn in earnings.
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Welcome to Thoughts on the …
3 years, 3 months ago
Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?
Episode 872
While the U.S. economy looks to be on track for a soft landing in 2023, even the smallest of setbacks could spell trouble for the end of the year.
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3 years, 3 months ago
Andrew Sheets: Is Market Volatility on the Decline?
Episode 871
Although markets remain calm for now, incoming developments across the debt ceiling, inflation and monetary policy could quite quickly turn the tide.…
3 years, 3 months ago
Vishy Tirupattur: The Outlook for Lending
Episode 870
According to the Federal Reserve’s latest Senior Loan Officer Opinion Survey, small businesses may be the most vulnerable to banks tightening their l…
3 years, 3 months ago
Mike Wilson: Investors Face Uncertainty in Stock Performance
Episode 869
As investors attempt to find opportunities in an uncertain stock market, earnings disappointments and an ongoing debt ceiling debate loom overhead.
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3 years, 3 months ago
Special Encore: Mark Purcell: The Evolution of Cancer Medicines
Episode 868
Original Release on April 20th, 2023: "Smart chemotherapy" could change the way that cancer is treated, potentially opening up a $140 billion market …
3 years, 3 months ago
Sustainability: Tech Transformation in the Education Market
Episode 867
With technology evolving rapidly in education, investors are taking a closer look at how it will financially impact the global education market. Step…
3 years, 3 months ago
Erik Woodring: Are PCs on the Rebound?
Episode 866
While personal computer sales were on the decline before the pandemic, signs are pointing to an upcoming boost.
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Welcome to Thou…
3 years, 3 months ago
Michael Zezas: Debt Ceiling Uncertainty and Financial Markets
Episode 865
With the debt ceiling debate seemingly making little headway, it may be critical for investors to track market developments in the near future.
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3 years, 3 months ago