Thoughts on the Market

1317 Episodes

1. Michael Zezas: Sizing Up the Stimulus Package

   Published: 3/25/2020
2. Mike Wilson: The Underlying Reasons for Recession

   Published: 3/23/2020
3. Andrew Sheets: First, Improve on Uncertainty

   Published: 3/20/2020
4. Andrew Sheets: Why We Think Risk/Reward Is Improving

   Published: 3/19/2020
5. Special Episode: Imagining the Shape of Recovery

   Published: 3/18/2020
6. Michael Zezas: Inside the Municipal Bond Liquidity Trap

   Published: 3/17/2020
7. Mike Wilson: The End of The Cyclical Bear Market?

   Published: 3/16/2020
8. Andrew Sheets: The Comfort of Market Patterns

   Published: 3/13/2020
9. Michael Zezas: Oil Exporter Tensions Add to Market Worries

   Published: 3/11/2020
10. Special Episode: The Road Ahead

    Published: 3/10/2020
11. Mike Wilson: Revisiting the Rolling Bear Market

    Published: 3/9/2020
12. Andrew Sheets: Patience as an Investing Virtue

    Published: 3/6/2020
13. Michael Zezas: Lessons from Super Tuesday

    Published: 3/4/2020
14. Special Episode: A Policy Fix Isn’t Easy

    Published: 3/3/2020
15. Andrew Sheets: Coronavirus: Are Markets Overreacting?

    Published: 2/27/2020
16. Special Episode: Coronavirus as Catalyst

    Published: 2/26/2020
17. Michael Zezas: Medicare for All… for Investors

    Published: 2/26/2020
18. Mike Wilson: All Hail the 50/50 Portfolio?

    Published: 2/24/2020
19. Andrew Sheets: Why 2020 May Be Tricky for Investors

    Published: 2/21/2020
20. Michael Zezas: Coronavirus and “Slowbalization”

    Published: 2/18/2020