Thoughts on the Market

Latest Episodes:

Vishy Tirupattur: Is the U.S. in a Housing Bubble? May 04, 2021

Show notes

The red-hot U.S. housing market brings to mind some unhappy memories of the 2006 bubble, but there are some key differences this time around.

Adam Virgadamo: For Stocks, Reopening Is All About Nuance May 03, 2021

Show notes

The reality of reopening is anything but cut and dry. And how the market is pricing, or failing to price, nuances should continue to be a key theme.

Chetan Ahya: Could Centrals Banks Shake Up Digital Currencies? Apr 30, 2021

Show notes

Plans to introduce digital currencies are gaining momentum among the world’s central banks. But what level of disruption will it bring to the financial system?

Michael Zezas: On Infrastructure, Follow the Money Apr 29, 2021

Show notes

Last night, President Biden laid out his vision to rebuild the existing U.S. infrastructure. Here are three takeaways and sectors to watch as negotiations unfold.

Andrew Sheets: A Choppier, More Range-bound Summer? Apr 28, 2021

Show notes

Summer months have historically seen lower, more volatile returns, but strong year-to-date gains and potentially higher inflation could intensify that trend.

Graham Secker: 4 Reasons to Consider European Equities Apr 27, 2021

Show notes

Europe's 'unloved' quality among global investors is not the only reason to feel optimistic about the potential for outperformance among European equities. Chief European Equity Analyst Graham Secker explains.

Mike Wilson: Reopening - It’s All About the Execution Apr 26, 2021

Show notes

High expectations around reopening may already be substantially priced into markets, pointing to new risks around how the reopening actually plays out.

Special Episode: Electric Vehicles, Pt 2 – Turning the Supertanker Apr 23, 2021

Show notes

Stresses on the electrical grid, climate policy, and national security are only a few of the issues we will confront as we transition to EVs.

Special Episode: Electric Vehicles, Pt 1 – Follow the Fleet Apr 22, 2021

Show notes

Price, charging infrastructure and dirty battery production are limiting the impact of EVs, but look to fleet operations to lead the way to broader adoption.

Michael Zezas: Coal Country Support for Green Energy? Apr 21, 2021

Show notes

With a sizable infrastructure bill moving through the U.S. Congress, support from coal producing states, often considered unlikely, may be a factor that ultimately ensures its passage.

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