Thoughts on the Market

1317 Episodes

1. Mike Wilson: Putting the Market Correction in Context

   Published: 9/8/2020
2. Andrew Sheets: Are Markets Really “Disconnected”?

   Published: 9/3/2020
3. Mike Wilson: The Age of Fiscal Policy Dominance?

   Published: 8/31/2020
4. Michael Zezas: How Much Aid Do State/Local Governments Need?

   Published: 8/26/2020
5. Robin Xing: China’s Next Phase - Recovery, Reshoring, Retaining

   Published: 8/25/2020
6. Mike Wilson: Are We Ripe for a U.S. Equities Correction?

   Published: 8/24/2020
7. Andrew Sheets: What Can a Haircut Tell Us About Inflation?

   Published: 8/21/2020
8. Michael Zezas: Sizing Up Democrat Corporate Tax Proposals

   Published: 8/19/2020
9. Mike Wilson: The Case for Higher Long-Term Interest Rates

   Published: 8/17/2020
10. Andrew Sheets: Better to Travel Than to Arrive?

    Published: 8/14/2020
11. Michael Zezas: Rising Risks for New Stimulus?

    Published: 8/12/2020
12. Reza Moghadam: The EU Recovery Fund’s Next Phase

    Published: 8/11/2020
13. Andrew Sheets: The Case for Optimism in the Near Term

    Published: 8/7/2020
14. Mike Wilson: Who’s Driving The Growth in U.S. Money Supply?

    Published: 8/3/2020
15. Andrew Sheets: A Refreshing Pause for Markets?

    Published: 7/31/2020
16. Michael Zezas: Considering a Potential U.S.-China Decoupling

    Published: 7/29/2020
17. Special Episode: Investment Themes for a Post-COVID World

    Published: 7/28/2020
18. Mike Wilson: Have Stocks “Pulled Forward” Too Much?

    Published: 7/27/2020
19. Special Episode, Part 2: COVID-19 - How Close Are We to a Vaccine?

    Published: 7/24/2020
20. Special Episode: COVID-19 - Preparing for Fall's Second Wave

    Published: 7/23/2020