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Michael Zezas: The U.S. and China, a History of Competition
Episode 672
As investors watch to see if tensions between the U.S. and China will escalate, it’s important to understand the underlying competitive dynamic and h…
3 years, 10 months ago
Matthew Hornbach: The Fed Pivot That Wasn’t Quite As It Seemed
Episode 671
After the July FOMC meeting, markets took a quick dive and then made an immediate recovery, so what happened?
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Welcome to Thoughts …
3 years, 10 months ago
Pharmaceuticals: The Global Obesity Challenge
Episode 670
As studies begin to show that obesity medications may save lives, will governments and insurances begin to consider them preventative primary care? A…
3 years, 10 months ago
Mike Wilson: Are Recession Risks Priced in?
Episode 669
As the Fed continues to surprise with large and fast interest rate increases, the market must decide, has the Fed done enough? Or is the recession al…
3 years, 10 months ago
Andrew Sheets: Is 60:40 Diversification Broken?
Episode 668
One of the most common standards for investment diversification, the 60:40 portfolio, has faced challenges this year with significant losses and shif…
3 years, 10 months ago
Andrew Sheets: Big Moves From The Fed
Episode 667
Yesterday, the U.S. Federal Reserve raised interest rates by another 75 basis points. What is driving these above average rate hikes and what might t…
3 years, 10 months ago
Michael Zezas: Midterms Remain a Market Factor
Episode 666
While midterm polls have shown a preference for republican candidates, this lead is narrowing as the election grows closer, and the full ramification…
3 years, 10 months ago
Jorge Kuri: Buy Now, Pay Later in Latin America
Episode 665
As young, digitized consumers have popularized the “Buy Now, Pay Later” payment system across global markets, there may yet be related market opportu…
3 years, 10 months ago
Mike Wilson: Is this the End of the Bear Market?
Episode 664
As markets grapple with pricing in inflation, central bank rate hikes, and slowing growth, can the recent S&P 500 rally help investors gauge what may…
3 years, 10 months ago
Europe: Why is the ECB Increasing their Rate Hikes?
Episode 663
This week the European Central Bank surprised economists and investors alike with a higher than anticipated rate hike, so why this hike and what come…
3 years, 10 months ago