Thoughts on the Market

Latest Episodes:

Andrew Sheets: What Happens When the Price Isn’t Right? Sep 06, 2019

Show notes

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says as global growth weakens, investors tend to focus on the most desirable companies (which are already priced to perfection). So what does that mean for returns?

Michael Zezas: Pondering a World of Unresolved Trade Issues Sep 04, 2019

Show notes

On today’s podcast, Head of U.S. Public Policy Michael Zezas takes a moment to consider the long-term effects regardless of whether or not the U.S. and China are unable to negotiate a meaningful trade arrangement.

Mike Wilson: New Data Sends Concerning Signs for U.S. Stocks Sep 03, 2019

Show notes

On today's podcast, Chief Investment Officer Mike Wilson says a popular narrative forecasted a rebound for the second half of 2019. However, new data on lower U.S. factory activity could counter that expectation.

Andrew Sheets: Title: Can Central Banks Cure Market Woes? Aug 30, 2019

Show notes

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets examines central bank actions to boost markets and the negative effects—intended or not—that these moves could have.

Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma” (Replay) Aug 28, 2019

Show notes

On today’s episode, Head of U.S. Public Policy Michael Zezas explains why a key principle of game theory could help investors navigate markets amid rising trade tensions.

Mike Wilson: On Recession Risks, Perspective Matters Aug 26, 2019

Show notes

On today’s podcast, would stock markets be full steam ahead with a healthy dose of Fed rate cuts or a lack of concerns over trade? Chief Investment Officer Mike Wilson provides some much needed perspective on the rising risks of recession.

Andrew Sheets: All Hail the U.S. Consumer? Aug 23, 2019

Show notes

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets dives into a key debate on the U.S. economy: How could the risk of recession be rising when consumer activity is so strong?

Michael Zezas: Time to Rethink Allocations? Aug 21, 2019

Show notes

On today’s podcast: Amid a bond rally and stock volatility, August has been quite a ride. How should investors think about their allocations? Analysis from Michael Zezas, Head of Public Policy and Municipal Strategy.

Mike Wilson: Back Next Week Aug 19, 2019

Show notes

Mike Wilson is off this week. Please check back Wednesday for more Thoughts on the Market.

Andrew Sheets: The Yield Curve Inverts for a Reason Aug 16, 2019

Show notes

On today’s podcast, Chief Across-Asset Strategist Andrew Sheets shares three takeaways from this week’s inversion of the yield curve, historically the signal of a possible recession.

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