Thoughts on the Market
1,739 episodes — Page 1 of 35
One Global Shock, Different Rate Paths
Oct 23, 202611 min
Economic Roundtable: What’s Keeping Global Growth Going?
Oct 22, 202614 min
Inside the Biggest Bond Boom in Years
Oct 21, 202612 min
AI’s Next Winners: Signals From Private Markets
Oct 20, 202610 min
A Narrower Path for Growth and Stability
Oct 19, 20265 min
AI Boom Faces a Higher-Yield Roadblock
Oct 16, 20264 min
The Missing Piece in Latin America’s Bull Case
Oct 15, 20264 min
What to Expect From the UK Budget
Oct 14, 20268 min
Asia Fixed Income Needs a Bigger Map
Oct 13, 20264 min
The Politics of Powering AI
Oct 12, 20264 min
Will High Yields Crack the Market’s Resilience?
Oct 9, 20264 min
High Mortgage Rates and a Stuck Housing Market
Oct 8, 20269 min
Will Midterms Test the AI Investment Cycle?
Oct 7, 20264 min
Japan’s Banks Enter a New Era of Opportunity
Oct 6, 20264 min
Canada’s Next Growth Phase
Oct 5, 20265 min
The Tension Between Equities and Bonds
Oct 2, 20265 min
How AI and Tokenization Could Reshape Wealth Management
Oct 1, 202612 min
4 Market Signals Ahead of the Midterms
Sep 30, 20265 min
China’s $12 Trillion Manufacturing Upgrade
Sep 29, 20264 min
The Stock Market’s Bad Breadth
Sep 28, 20265 min
AI Meets the Physical Economy
Sep 25, 202610 min
The Global Diesel Problem
Sep 24, 202613 min
The Unexpected Investment Case for AI Safety
Sep 23, 20269 min
Why Central Banks Are Raising Rates Again
Sep 22, 20265 min
Market Resilience Isn’t Complacency
Sep 21, 20264 min
Trump-Xi Talks Put Trade and Tech in Focus
Sep 18, 20264 min
Why the Fed May Have Further to Go
Sep 17, 20264 min
One Fed Hike—Or More to Come?
Sep 16, 202611 min
The Mid-Cycle Shift Equity Investors Shouldn’t Miss
Sep 15, 20265 min
Patients Are Taking the Driver's Seat in Healthcare
Sep 14, 20268 min
Why the Middle-Class Squeeze Is Getting Worse
Sep 11, 202611 min
The Fed, Football and the Price of Ambiguity
Sep 10, 20265 min
Can the AI Spending Boom Pay Off?
Sep 9, 20265 min
AI Debt Starts Moving the U.S. Treasurys Market
Sep 8, 20269 min
What Could Shake Up Markets in September?
Sep 4, 20263 min
Why Oil Prices Could Rise to $100 Again
Sep 3, 20265 min
3 Policy Catalysts to Watch This Fall
Sep 2, 202610 min
The $33 Billion AI Security Opportunity
Sep 1, 20264 min
From Coffee to Cans: A U.S. Caffeine Shift
Aug 31, 20265 min
The Politics Behind the Rising U.S. Debt
Aug 28, 20264 min
Jackson Hole Tests the Fed’s Framework
Aug 27, 202612 min
When Does Higher U.S. Debt Start to Matter?
Aug 26, 20264 min
Measuring the Market’s Megatrends
Aug 25, 20268 min
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