Thoughts on the Market

1317 Episoder

1. Michael Zezas: The Simmering U.S./China Rivalry

   Publisert: 2.6.2021
2. Shawn Kim: Inside China’s Push to Shape Tech’s Future

   Publisert: 1.6.2021
3. 2021 Mid-Year U.S. Economic Outlook: Growth Remains Strong

   Publisert: 28.5.2021
4. Michael Zezas: Will Inflation Take the Wind Out of Infrastructure?

   Publisert: 26.5.2021
5. Special Episode: Check Out the Big Changes in Food Retail

   Publisert: 25.5.2021
6. Mike Wilson: A Unique View on U.S. Equities

   Publisert: 24.5.2021
7. Mid-Year Economic Outlook: The Red Hot Capex Cycle

   Publisert: 21.5.2021
8. Andrew Sheets: The Complications of Strong Economic Winds

   Publisert: 20.5.2021
9. Michael Zezas: What if Infrastructure Doesn’t Pass?

   Publisert: 19.5.2021
10. Graham Secker: European Equities Mid-Year

    Publisert: 18.5.2021
11. Mike Wilson: Mid-Year U.S. Equities Outlook - Be Selective

    Publisert: 17.5.2021
12. Andrew Sheets: Inflation - Is It Here to Stay?

    Publisert: 14.5.2021
13. Special Episode: How Worrying Are Global Supply Chain Issues?

    Publisert: 13.5.2021
14. Michael Zezas: The Bumpy Road Ahead for U.S. Infrastructure

    Publisert: 12.5.2021
15. Special Encore: What Are Other Investors Thinking?

    Publisert: 11.5.2021
16. Mike Wilson: Welcome to the Mid-Cycle Transition

    Publisert: 10.5.2021
17. Andrew Sheets: Why (and How) Jobs Numbers Matter

    Publisert: 7.5.2021
18. Special Episode: Is Herd Immunity Even Possible?

    Publisert: 6.5.2021
19. Michael Zezas: Texas vs. California

    Publisert: 5.5.2021
20. Vishy Tirupattur: Is the U.S. in a Housing Bubble?

    Publisert: 4.5.2021