Thoughts on the Market

Latest Episodes:

Andrew Sheets: Patience as an Investing Virtue Mar 06, 2020

Show notes

Two competing forces—hopes for further central bank moves vs. coronavirus uncertainty—are driving a notable rise in volatility. What signal should investors watch for signs of a potential rebound?

Michael Zezas: Lessons from Super Tuesday Mar 04, 2020

Show notes

From an investment standpoint, are there lessons to be learned from Joe Biden’s strong showing on Super Tuesday? Yes, but not the ones you might think.

Special Episode: A Policy Fix Isn’t Easy Mar 03, 2020

Show notes

U.S. stocks fell Tuesday despite a half point rate cut by the Fed. Is conventional wisdom wrong that lower interest rates and central bank support are positives for stocks?

Andrew Sheets: Coronavirus: Are Markets Overreacting? Feb 27, 2020

Show notes

Global equity markets have endured several days of losses as worries over the coronavirus continue. The question for many investors is “What to do now?”

Special Episode: Coronavirus as Catalyst Feb 26, 2020

Show notes

Markets have spent the week increasingly concerned about the coronavirus, but Chief Investment Officer Mike Wilson says there’s a lot more going on beyond the headlines.

Michael Zezas: Medicare for All… for Investors Feb 26, 2020

Show notes

Senator Bernie Sanders’ recent primary wins are causing some to debate the impact of potential new health care reform on markets. Head of U.S. Public Policy Research Michael Zezas shares three insights.

Mike Wilson: All Hail the 50/50 Portfolio? Feb 24, 2020

Show notes

In a world of low interest rates and low growth expectations, one portfolio strategy seems likely to continue working for investors. Chief Investment Officer Mike Wilson explains.

Andrew Sheets: Why 2020 May Be Tricky for Investors Feb 21, 2020

Show notes

Although current stock market performance suggests strong economic health, below the surface the story looks a bit different. Chief Cross Asset Strategist Andrew Sheets explains.

Michael Zezas: Coronavirus and “Slowbalization” Feb 18, 2020

Show notes

On today's episode: The impact of the coronavirus underscores the risks of unexpected disruptions of global supply chains. A look at the cost-benefits of globalization.

Andrew Sheets: Will Returns Be Front-Loaded in 2020? Feb 14, 2020

Show notes

On today's episode: Investors are faced with a number of uncertainties from public health concerns to trade to central bank policy. But as the year plays out, those uncertainties could actually grow.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected