Thoughts on the Market
1,655 episodes — Page 1 of 34
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
India’s Next Market Phase
Jun 12, 202612 min
Inflation Relief Ahead?
Jun 11, 20264 min
Who Owns Travel Loyalty?
Jun 10, 202613 min
Asia’s Race to Power AI
Jun 9, 20264 min
The High Cost of AI Memory
Jun 8, 20264 min
What New Tariffs Mean for Investors
Jun 5, 20264 min
Why Oil Supply May Stay Tight for Months
Jun 4, 20264 min
AI Borrowing Creates a New Credit Playbook
Jun 3, 20265 min
When Stocks, Bonds and Oil Move Together
Jun 2, 20264 min
Pet Industry and the Bite of Higher Costs
Jun 1, 20264 min
Finding Value in Commercial Real Estate Credit
May 29, 20264 min
What Changed After the U.S.-China Summit?
May 28, 20263 min
The Battle for the Future of Gaming
May 27, 20263 min
Asia’s Capex Boom Goes Beyond AI
May 26, 20265 min
The New Japan Trade
May 22, 202611 min
What’s Driving Japan’s Market Momentum
May 21, 202611 min
Why the UK’s Economy May Surprise Investors Again
May 20, 202612 min
The Case for Staying Bullish on Equities
May 19, 20265 min
How Digital Assets Are Changing Banking
May 18, 20264 min
Investing Through an Uneasy Boom
May 15, 20265 min
Global Growth Faces an Energy Test
May 14, 20265 min
What to Expect From the U.S.-China Summit
May 13, 20264 min
How Your Body Data Could Reshape Sectors
May 12, 20265 min
Why AI Funding Is So Price-Insensitive
May 11, 20264 min
The New Playbook for Real Estate Net Lease Investing
May 8, 202611 min
Special Encore: AI’s Next Big Leap
May 7, 202610 min
How Long Can Markets Ignore the Oil Supply Shock?
May 6, 202612 min
AI’s Shift From Thinking to Taking Action
May 5, 20264 min
Hard Lessons: Rick Rieder
May 5, 20261 min
Why Stocks Keep Rallying
May 4, 20264 min
AI and Jobs: What Data and History Say
May 1, 20265 min
The Metric Taking Over Earning Season
Apr 30, 20264 min
Midterm Elections, Affordability and the Fed
Apr 29, 202611 min
AI’s Next Big Leap
Apr 28, 202610 min
Can Stock Momentum Hold Up?
Apr 27, 20264 min
Warsh’s Plan to Change the Fed
Apr 24, 20264 min
The Hidden Toll of Tariffs
Apr 23, 20266 min
U.S. Midterms: What Investors Should Watch
Apr 22, 20267 min
Warnings and Winners From the IMF Meetings
Apr 21, 20269 min
Where Investment Themes Intersect and Beat Markets
Apr 20, 20265 min
The Real Drivers of GLP-1 Growth
Apr 17, 20264 min