308 Episodes Refresh
Feb 26, 2021
Andrew Sheets: ‘Buy Low, Sell High’ May (Finally) Apply AgainFebruary 26, 2021
Some traditional market aphorisms seem to have been in abeyance, but with bond yields rising, the old rules are starting to apply again.
Feb 25, 2021
Special Episode: The Texas Grid and the Future of EnergyFebruary 25, 2021
What really happened during the Texas grid crisis and what does it say about the transition to clean energy and the future of utilities in America?
Feb 24, 2021
Michael Zezas: A Reset for U.S.-Mexico Trade?February 24, 2021
Although markets appear more confident that U.S-Mexico trade tensions are largely in the past, investors shouldn't discount potential risks.
Feb 23, 2021
Ben Swinburne: Media Eyes the Great ReopeningFebruary 23, 2021
Media and entertainment had a tricky 2020 with lockdowns pulling forward years of growth for some companies—and challenges to others. So, what happens now?
Feb 22, 2021
Mike Wilson: An Eye on Bull Market SurprisesFebruary 22, 2021
U.S. equities markets have continued to perform well, fueled by upbeat earnings and vaccination news. However, that’s often when surprises arise.
Feb 19, 2021
Andrew Sheets: The Risk of Rising RatesFebruary 19, 2021
Whether the anticipated fiscal stimulus in the U.S. will be enough to push the economy into inflationary territory, and if we should be concerned about it, is a matter of much debate. Chief Cross-Asset Strategist Andrew Sheets discusses.
Feb 18, 2021
Special Episode: Europe’s Economic Scarring Post-PandemicFebruary 18, 2021
Recessions can create long-term scars on labor, investment and the pace of innovation. Is Europe more prepared to lessen COVID-related economic scarring than in past crises?
Feb 17, 2021
Michael Zezas: What’s Next for U.S.-China Trade?February 17, 2021
Concerns about the state of U.S.-China trade relations dominated investor thinking in 2018 and 2019. What’s the path forward for the Biden administration?
Feb 16, 2021
Adam Jonas: Space - The Disruption of All Disruptions?February 16, 2021
The scientific race toward quantum communication is already underway. A look at why the global space economy will be critical to its development.
Feb 12, 2021
Andrew Sheets: With Gold, the Narrative MattersFebruary 12, 2021
Gold is sometimes perceived by investors as a good hedge against inflation, however its track record in this capacity is worth a closer look.