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Special Encore: Andrew Sheets - The Impact of High Short-Term Yields
Episode 819
Original Release on February 24th, 2023: As short-term bond yields continue to rise, what impact does this comparatively high yield have on the broad…
3 years, 5 months ago
Mike Wilson: A Strong Rebound for Markets
Episode 818
While equity markets continue to rally, the key to the end of the bear market may be in the fundamentals.
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Welcome to Thoughts on…
3 years, 5 months ago
U.S. Economy: The Next American Productivity Renaissance, Pt. 2
Episode 817
The way companies and individuals spend their money has changed in the wake of the COVID pandemic. How might market leadership shift as a result and …
3 years, 5 months ago
U.S. Economy: The Next American Productivity Renaissance, Pt. 1
Episode 816
The COVID pandemic changed the way the U.S. engages with work, but how will these shifts impact structural changes to capital investment? Chief Cross…
3 years, 5 months ago
Michael Zezas: The Global Impact of the Inflation Reduction Act
Episode 815
After the passing of the Inflation Reduction Act in the U.S., other countries may be looking to invest more in their own energy transitions.
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3 years, 5 months ago
Sarah Wolfe: The Fed Versus Economic Resilience
Episode 814
As the U.S. economy remains resilient in the face of continued rate hikes, investors may wonder if the Fed will re-accelerate their policy tightening…
3 years, 6 months ago
Mike Wilson: Is the Worst of this Earnings Cycle Still Ahead?
Episode 813
As we enter the final month of the first quarter, recalling the history of bear market trends could help predict whether earnings will fall again.
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3 years, 6 months ago
Andrew Sheets: The Impact of High Short-Term Yields
Episode 812
As short-term bond yields continue to rise, what impact does this comparatively high yield have on the broader market?
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Welcome t…
3 years, 6 months ago
Sustainability: Carbon Offsets and the Issue of Greenwashing
Episode 811
Companies continue their attempts to mitigate their environmental impact. But are some merely buying their way out of the problem using carbon offset…
3 years, 6 months ago
U.S. Housing: Is Activity About to Pick Up?
Episode 810
With housing affordability plateauing and inventory picking up, sales could be poised to rise again in the near future.
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Jim Egan…
3 years, 6 months ago