Thoughts on the Market

1317 Episodes

1. Michael Zezas: States Look to D.C. to Fill Budget Holes

   Published: 7/22/2020
2. Mike Wilson: Adapting to The Ninth Wonder of the World

   Published: 7/20/2020
3. Andrew Sheets: Bracing for Challenges Ahead

   Published: 7/17/2020
4. Michael Zezas: Coronavirus - Why Another Stimulus Deal is Likely

   Published: 7/15/2020
5. Mike Wilson: U.S. Markets Weigh Optimism; Uncertainty

   Published: 7/13/2020
6. Andrew Sheets: Pressure Testing the “Overoptimistic Markets” Argument

   Published: 7/10/2020
7. Michael Zezas: How Should Investors Ride a Potential “Blue Wave”?

   Published: 7/8/2020
8. Mike Wilson: Is Inflation Healthy for an Economy?

   Published: 7/6/2020
9. Andrew Sheets: The Legacy of Alexander Hamilton

   Published: 7/2/2020
10. Mike Wilson: Two Key Points about a U.S. Recovery

    Published: 6/29/2020
11. Special Episode, Part 2: Europe Navigates the Coronavirus

    Published: 6/26/2020
12. Special Episode: “Reopening” at the Tipping Point

    Published: 6/25/2020
13. Michael Zezas: Is Multipolarity the New Megatrend?

    Published: 6/24/2020
14. Mike Wilson: Investor Reactions to a More Constructive Outlook

    Published: 6/22/2020
15. Andrew Sheets: Is This Recession Actually… Normal?

    Published: 6/19/2020
16. Michael Zezas: Another Round of U.S. Pandemic Relief?

    Published: 6/17/2020
17. Mike Wilson: The Highs and Lows of New Bull Markets

    Published: 6/15/2020
18. Special Episode: Europe’s Moment of Solidarity

    Published: 6/12/2020
19. Michael Zezas: Unpacking the Politics of Deficits

    Published: 6/10/2020
20. Andrew Sheets: A Significant Moment for the Eurozone

    Published: 6/9/2020