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Andrew Sheets: The Case for Credit
Episode 702
While credit and equities have both suffered this year, economic conditions in the U.S. and Emerging Markets may lead to credit having a bit more sta…
3 years, 8 months ago
U.S. Public Policy: The Impact of Student Loan Forgiveness
Episode 701
The White House recently announced a student loan forgiveness program, prompting questions about implementation, economic implications, and whether t…
3 years, 8 months ago
Michael Zezas: Why the Midterm Elections Matter
Episode 700
With only 60 days to go until the U.S. midterm elections, investors will want to know how different outcomes could impact markets, both locally and g…
3 years, 8 months ago
Daniel Blake: The Resilience of Japanese Equities
Episode 699
As various global markets contend with high inflation, recession risks, and monetary policy tightening, Japanese equities may provide some opportunit…
3 years, 8 months ago
Graham Secker: European Equities Face Earnings Concerns
Episode 698
Even as the European equity market contends with inflation, a slowing economy and a climate of decreased earnings, there are positives to be found if…
3 years, 8 months ago
Andrew Sheets: The Complex U.K. Economy
Episode 697
As the world turns to the U.K., the country faces a host of domestic and international economic challenges, but there may yet be some bright spots fo…
3 years, 9 months ago
Matthew Hornbach: How Markets Price in Quantitative Tightening
Episode 696
The impact of quantitative monetary policies is hard to understand, for investors and academics alike, but why are these impacts so complex and how m…
3 years, 9 months ago
U.S. Housing: Will Housing Prices Continue to Rise?
Episode 695
While home price appreciation appears to be slowing, and a rapid increase in supply is hitting the market, how will housing prices fare through the r…
3 years, 9 months ago
Mike Wilson: Preparing for an Icy Winter
Episode 694
While interest rates have already weighed on asset markets this year and growth continues to slow, the Fed seems poised to continue on its tightening…
3 years, 9 months ago
Andrew Sheets: The State of Play in Markets Globally
Episode 693
There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should …
3 years, 9 months ago