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Special Encore: Michelle Weaver - Checking On The Consumer
Episode 662
Original Release on July 1st, 2022: As inflation continues to be a major concern for the U.S., investors will want to pay attention to how spending, …
3 years, 10 months ago
Special Episode: The Next Phase of ESG
Episode 661
Interest in ESG investing has risen exponentially in recent years, leading to increased scrutiny around, and appreciation for, the hard data. Head of…
3 years, 10 months ago
Michelle Weaver: Beneficiaries of China’s Reopening
Episode 660
As U.S. Equities continue to face challenges this year, investors may want to look to a more positive story across the world—the reopening of China.
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3 years, 10 months ago
Mike Wilson: Preparing for Potential Recession
Episode 659
Some investors think a potential recession is already priced in but given defensive leadership, labor statistics and incoming Fed rate hikes, it may …
3 years, 10 months ago
Andrew Sheets: When Will High Inflation End?
Episode 658
This week brought yet another reading of inflation that exceeded expectations, but if markets and central banks are able to think long-term, there ma…
3 years, 10 months ago
Special Encore: Global Equities - Are Value Stocks on the Rise?
Episode 657
Original Release on July 1st, 2022: For the last decade investors have been focused on highflying growth stocks, but this investing environment may b…
3 years, 10 months ago
Michael Zezas: Renewed Motivation In Congress
Episode 656
After the recent Supreme Court ruling against the Environmental Protection Agency, Democrats appear poised to respond with a budget reconciliation pl…
3 years, 10 months ago
Graham Secker: Will European Earnings Continue to Fall?
Episode 655
As Europe continues to curtail Russian gas imports, equity markets are preparing for further downturn in European economic growth, but there may be m…
3 years, 10 months ago
Mike Wilson: U.S. Dollar Strength vs. Earnings Growth
Episode 654
While stocks have recently rallied, the strength of the U.S. dollar has risen sharply over the past year, presenting a major potential headwind for e…
3 years, 10 months ago
Lauren Schenk: Consumer Spending and Online Dating
Episode 653
As investors in the internet industry have begun to wonder if online dating platforms will sink or swim in the case of a recession, looking back on t…
3 years, 11 months ago