Thoughts on the Market

Latest Episodes:

Mike Wilson: Adapting to The Ninth Wonder of the World Jul 20, 2020

Show notes

Understanding the regime of financial repression we are under, and recent changes in it, is key for successful investment. Chief Investment Officer, Mike Wilson explains.

Andrew Sheets: Bracing for Challenges Ahead Jul 17, 2020

Show notes

While July contains a number of potentially positive market events, August and September could present a number of potentially problematic ones.

Michael Zezas: Coronavirus - Why Another Stimulus Deal is Likely Jul 15, 2020

Show notes

Could a new $1 trillion stimulus deal make its way through the halls of Congress before the summer recess? Why the likelihood of a deal is increasing.

Mike Wilson: U.S. Markets Weigh Optimism; Uncertainty Jul 13, 2020

Show notes

U.S. equities—tech stocks in particular—have powered higher since March lows, but investors are still parsing Q2 earnings, a coming election and rising COVID-19 cases.

Andrew Sheets: Pressure Testing the “Overoptimistic Markets” Argument Jul 10, 2020

Show notes

The sharp rebound in stock and corporate bond markets has made some question if markets are a bit too upbeat about a speedy recovery. There’s just one problem with this view.

Michael Zezas: How Should Investors Ride a Potential “Blue Wave”? Jul 08, 2020

Show notes

Although the U.S. election is anything but predictable four months away, investors may still want to consider how markets would react to a Democrat sweep.

Mike Wilson: Is Inflation Healthy for an Economy? Jul 06, 2020

Show notes

While excessive inflation can be disruptive, such as in the 1970’s, a deflationary mindset can often be more destructive—and difficult to reverse. What current inflation trends mean for investors.

Andrew Sheets: The Legacy of Alexander Hamilton Jul 02, 2020

Show notes

Although Alexander Hamilton couldn’t have foreseen the current health crisis facing the U.S., his ideas remain relevant—and key to the recovery—more than 200 years later.

Mike Wilson: Two Key Points about a U.S. Recovery Jun 29, 2020

Show notes

Although a worrying trend in new U.S. COIVD-19 cases has some investors understandably bearish, they may be overlooking two key points about earnings and sentiment.

Special Episode, Part 2: Europe Navigates the Coronavirus Jun 26, 2020

Show notes

Europe’s response to the coronavirus pandemic—both in managing the outbreak and in policy response—has been strong. Here’s what it means for asset classes in the region.

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