Thoughts on the Market
1,696 episodes — Page 1 of 34
Markets Faces Hotter, Shorter Cycles
Aug 24, 20265 min
Shifts in Credit Markets for the AI Buildout
Aug 21, 20265 min
The New Map of AI Power
Aug 20, 20267 min
El Niño’s Ripple Effects on Markets
Aug 19, 20264 min
Korean Stocks: From Correction to a Healthy Recovery
Aug 19, 20264 min
When AI Takes Over Shopping Carts
Aug 17, 20269 min
The UK Has a Better Story to Tell
Aug 14, 20264 min
Robotaxis’ $1 Trillion Opportunity
Aug 13, 202612 min
The Potential Way Forward for the U.S.-Iran Standoff
Aug 12, 20264 min
‘Show Me the Money,’ Market Tells Companies
Aug 11, 20265 min
How AI Could Simplify the Mortgage Market
Aug 10, 20268 min
AI’s New Rules of Engagement
Aug 7, 20265 min
Why Brick and Mortar Banking Still Matters
Aug 6, 20264 min
How Long Can the Fed Hold On?
Aug 5, 20263 min
When a Data Center Comes to Town
Aug 4, 202613 min
Quality Matters Again
Aug 3, 20265 min
The Structural Forces Moving Capital
Jul 31, 20268 min
Blind Spots in the AI Infrastructure Selloff
Jul 30, 20264 min
The Oil Market’s Billion-Barrel Problem
Jul 29, 202613 min
Fed in July: A Weaker Case for Hiking
Jul 28, 202610 min
A More Selective Stock Market
Jul 27, 20265 min
An Odyssey Through Market History
Jul 24, 20264 min
Data Centers’ Political Battle
Jul 23, 20265 min
More Stocks Join the Bull Market
Jul 22, 20264 min
The Global Rate Debate
Jul 21, 202612 min
AI Spending: A New Engine for the Global Economy
Jul 21, 202612 min
Why Your Medical Bill Is So High
Jul 17, 202612 min
A Test for Capital Markets: Funding AI
Jul 16, 202611 min
AI as a Sovereign Power
Jul 15, 20265 min
What’s Fueling Stocks After the AI Trade
Jul 14, 20264 min
Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs
Jul 13, 202611 min
A New Chapter for North American Trade
Jul 10, 20264 min
The AI Divide Between the U.S. and Japan
Jul 9, 202611 min
3 Things That Could Break the Summer Rally
Jul 8, 20264 min
AI’s Next Stress Test
Jul 7, 202612 min
Next Leg of the Bull Market?
Jul 6, 20265 min
America’s Frontier-Market Origin Story
Jul 3, 20267 min
Investors’ Focus Shifts to Rates and AI
Jul 2, 20265 min
What to Watch Ahead of the Midterms
Jul 1, 20267 min
The Market Shift Investors May Be Missing
Jun 30, 20265 min
Comeback for Europe’s Bull Market?
Jun 29, 20269 min
The Warsh Effect on Mortgages
Jun 26, 20266 min
Consumer Confidence and the U.S. Midterms
Jun 25, 20269 min
What a Quieter Fed Could Mean for Markets
Jun 24, 20263 min
The Obstacles to Buying a First Home
Jun 23, 202612 min
Why Warsh May Let Markets Sweat
Jun 22, 20264 min
Inside the AI Debt Surge
Jun 18, 202611 min
Can Policy Solve AI’s Chipflation?
Jun 17, 20264 min
Warsh’s Opening Act at the Fed
Jun 16, 202612 min
The Bull Case After the Pullback in Stocks
Jun 15, 20264 min