Thoughts on the Market

1317 Episodes

1. Michael Zezas: The Simmering U.S./China Rivalry

   Published: 02/06/2021
2. Shawn Kim: Inside China’s Push to Shape Tech’s Future

   Published: 01/06/2021
3. 2021 Mid-Year U.S. Economic Outlook: Growth Remains Strong

   Published: 28/05/2021
4. Michael Zezas: Will Inflation Take the Wind Out of Infrastructure?

   Published: 26/05/2021
5. Special Episode: Check Out the Big Changes in Food Retail

   Published: 25/05/2021
6. Mike Wilson: A Unique View on U.S. Equities

   Published: 24/05/2021
7. Mid-Year Economic Outlook: The Red Hot Capex Cycle

   Published: 21/05/2021
8. Andrew Sheets: The Complications of Strong Economic Winds

   Published: 20/05/2021
9. Michael Zezas: What if Infrastructure Doesn’t Pass?

   Published: 19/05/2021
10. Graham Secker: European Equities Mid-Year

    Published: 18/05/2021
11. Mike Wilson: Mid-Year U.S. Equities Outlook - Be Selective

    Published: 17/05/2021
12. Andrew Sheets: Inflation - Is It Here to Stay?

    Published: 14/05/2021
13. Special Episode: How Worrying Are Global Supply Chain Issues?

    Published: 13/05/2021
14. Michael Zezas: The Bumpy Road Ahead for U.S. Infrastructure

    Published: 12/05/2021
15. Special Encore: What Are Other Investors Thinking?

    Published: 11/05/2021
16. Mike Wilson: Welcome to the Mid-Cycle Transition

    Published: 10/05/2021
17. Andrew Sheets: Why (and How) Jobs Numbers Matter

    Published: 07/05/2021
18. Special Episode: Is Herd Immunity Even Possible?

    Published: 06/05/2021
19. Michael Zezas: Texas vs. California

    Published: 05/05/2021
20. Vishy Tirupattur: Is the U.S. in a Housing Bubble?

    Published: 04/05/2021