Thoughts on the Market

1317 Episodes

1. Adam Virgadamo: For Stocks, Reopening Is All About Nuance

   Published: 5/3/2021
2. Chetan Ahya: Could Centrals Banks Shake Up Digital Currencies?

   Published: 4/30/2021
3. Michael Zezas: On Infrastructure, Follow the Money

   Published: 4/29/2021
4. Andrew Sheets: A Choppier, More Range-bound Summer?

   Published: 4/28/2021
5. Graham Secker: 4 Reasons to Consider European Equities

   Published: 4/27/2021
6. Mike Wilson: Reopening - It’s All About the Execution

   Published: 4/26/2021
7. Special Episode: Electric Vehicles, Pt 2 – Turning the Supertanker

   Published: 4/23/2021
8. Special Episode: Electric Vehicles, Pt 1 – Follow the Fleet

   Published: 4/22/2021
9. Michael Zezas: Coal Country Support for Green Energy?

   Published: 4/21/2021
10. Special Episode: Earth Week Investing Themes

    Published: 4/20/2021
11. Mike Wilson: Q1 Earnings - Impressive But Not Surprising?

    Published: 4/19/2021
12. Andrew Sheets: What Are Other Investors Thinking?

    Published: 4/16/2021
13. Simeon Gutman: Welcome to the Petriarchy

    Published: 4/15/2021
14. Michael Zezas: U.S. Infrastructure - Sectors to Watch

    Published: 4/14/2021
15. Special Encore: Diverging Emerging Markets

    Published: 4/13/2021
16. Special Episode: Innovating toward Decarbonization

    Published: 4/12/2021
17. Andrew Sheets: Are Bonds Still a Worthwhile Investment?

    Published: 4/9/2021
18. Vishy Tirupattur: The Policy Debate Takes Center Stage

    Published: 4/8/2021
19. Special Episode: Rising Home Prices, Rising Rates

    Published: 4/8/2021
20. Special Episode: The Return of the Services Sector?

    Published: 4/6/2021