More Episodes Refresh
Aug 07, 2020
Andrew Sheets: The Case for Optimism in the Near TermAugust 07, 2020
Chief Cross-Asset Strategist Andrew Sheets says although their base case for continued market strength is measured, there is an argument to be made for a bull case forecast.
Aug 03, 2020
Mike Wilson: Who’s Driving The Growth in U.S. Money Supply?August 03, 2020
Growth in money supply is one of the most powerful indicators for rising inflation—and it's currently rising at record levels. How should investors position portfolios?
Jul 31, 2020
Andrew Sheets: A Refreshing Pause for Markets?July 31, 2020
With the precipitous drop in U.S. GDP and the effects of monetary and fiscal interventions, the rest of third quarter may be a moment for investors to take a breather.
Jul 29, 2020
Michael Zezas: Considering a Potential U.S.-China DecouplingJuly 29, 2020
As tensions between the U.S. and China tick higher, investors are weighing the chances of a potential U.S.-China economic decoupling—and what it might look like.
Jul 28, 2020
Special Episode: Investment Themes for a Post-COVID WorldJuly 28, 2020
The impact of COVID-19 on consumer behavior and macro trends will likely affect investing fundamentals for years to come. Our experts weigh in on several high-level themes for investors.
Jul 27, 2020
Mike Wilson: Have Stocks “Pulled Forward” Too Much?July 27, 2020
Some U.S. stocks have reaped the benefits of a pull forward in demand thanks to effects of the pandemic. But with valuations rich, is a correction now ahead?
Jul 24, 2020
Special Episode, Part 2: COVID-19 - How Close Are We to a Vaccine?July 24, 2020
In the second of a special two-part episode, we talk with biotech equity analyst Matthew Harrison about market response to new data in the race for a vaccine.
Jul 23, 2020
Special Episode: COVID-19 - Preparing for Fall's Second WaveJuly 23, 2020
In the first of a special two part episode, we talk with biotech equity analyst Matthew Harrison about new case projections ahead of fall and flu season.
Jul 22, 2020
Michael Zezas: States Look to D.C. to Fill Budget HolesJuly 22, 2020
Local and state governments across the U.S. are eagerly watching whether a new round of stimulus will help them address budget shortfalls. Will Congress deliver?
Jul 20, 2020
Mike Wilson: Adapting to The Ninth Wonder of the WorldJuly 20, 2020
Understanding the regime of financial repression we are under, and recent changes in it, is key for successful investment. Chief Investment Officer, Mike Wilson explains.