Thoughts on the Market

Latest Episodes:

Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks Jun 05, 2019

Show notes

On today’s episode, Head of U.S. Public Policy Michael Zezas says further escalation of trade tensions could come with a cost. Are the risks of a global recession increasing?

Mike Wilson: U.S. Equities: How Much Correction is Ahead? Jun 03, 2019

Show notes

On today’s TOTM, Chief Investment Officer Mike Wilson says trade tensions may be rattling markets, but the fundamentals are the real culprit behind the correction. So where are equities headed next?

Andrew Sheets: Fed to the Rescue? Maybe Not. May 31, 2019

Show notes

On today’s podcast, Chief Cross Asset Strategist Andrew Sheets examines the notion that the Fed stands willing and able to reduce interest rates and support markets.

Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma” May 29, 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: Are U.S. Economic Indicators Flashing Yellow? May 27, 2019

Show notes

On today’s podcast, Chief Investment Officer Mike Wilson says although some investors may assume recent equities volatility is based on trade worries, some key data points may be the real culprit.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected

Our TOPPODCAST Picks

Follow Us

Stay Connected

Thoughts on the Market

Related Podcasts

1

2

3

4

5

6