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U.S. Public Policy: Tax Provisions in the Inflation Reduction Act
Episode 682
The Inflation Reduction Act includes a variety of provisions regarding tax policy, so how will these policy changes affect corporations and what shou…
3 years, 9 months ago
Allocation, Pt. 2: The Value in Diversification
Episode 681
While shifts in stock and bond correlation have increased the volatility of a 60:40 portfolio, investors may still find some balance in diversificati…
3 years, 9 months ago
Allocation, Pt. 1: Stock & Bond Correlation Shifts
Episode 680
In the current era of tighter Fed policy, the status quo of stock and bond correlation has changed, calling the foundational 60:40 portfolio into que…
3 years, 9 months ago
Ellen Zentner: Cooling Inflation and Shifting Labor Trends
Episode 679
Based on July reports inflation may finally be cooling down, and the labor market remains strong, so how might this new data influence policy changes…
3 years, 9 months ago
Consumer Spending: Have Consumers Begun to Trade Down?
Episode 678
As inflation persists, economic concerns such as recession rise, and consumer spending patterns begin to shift, is there any evidence to suggest cons…
3 years, 9 months ago
Sheena Shah: When will Crypto Prices Find a Bottom?
Episode 677
As bitcoin has been experiencing a steep decline in the last 6 months, investors are beginning to wonder when Cryptocurrencies will finally bottom ou…
3 years, 9 months ago
U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?
Episode 676
The Senate just passed the Inflation Reduction Act which seeks to fight inflation on a variety of fronts, but the most pressing question is, will the…
3 years, 9 months ago
U.S. Housing: Will New Lending Standards Slow Housing Activity?
Episode 675
As lending standards tighten and banks get ready to make some tough choices, how will the housing market fare if loan growth slows? Co-Heads of U.S. …
3 years, 10 months ago
Josh Pokrzywinski: Deflationary Opportunities
Episode 674
While inflation remains high and the battle to bring it down is top of mind, there may be some opportunities in technologies that could help bring do…
3 years, 10 months ago
Andrew Sheets: What Can We Learn from Market Prices?
Episode 673
The current market pricing can tell investors a lot about what the market believes is coming next, but the future is uncertain and investors may not …
3 years, 10 months ago