Thoughts on the Market

1317 Episodes

1. Michael Zezas: Sizing Up the Stimulus Package

   Published: 25/03/2020
2. Mike Wilson: The Underlying Reasons for Recession

   Published: 23/03/2020
3. Andrew Sheets: First, Improve on Uncertainty

   Published: 20/03/2020
4. Andrew Sheets: Why We Think Risk/Reward Is Improving

   Published: 19/03/2020
5. Special Episode: Imagining the Shape of Recovery

   Published: 18/03/2020
6. Michael Zezas: Inside the Municipal Bond Liquidity Trap

   Published: 17/03/2020
7. Mike Wilson: The End of The Cyclical Bear Market?

   Published: 16/03/2020
8. Andrew Sheets: The Comfort of Market Patterns

   Published: 13/03/2020
9. Michael Zezas: Oil Exporter Tensions Add to Market Worries

   Published: 11/03/2020
10. Special Episode: The Road Ahead

    Published: 10/03/2020
11. Mike Wilson: Revisiting the Rolling Bear Market

    Published: 09/03/2020
12. Andrew Sheets: Patience as an Investing Virtue

    Published: 06/03/2020
13. Michael Zezas: Lessons from Super Tuesday

    Published: 04/03/2020
14. Special Episode: A Policy Fix Isn’t Easy

    Published: 03/03/2020
15. Andrew Sheets: Coronavirus: Are Markets Overreacting?

    Published: 27/02/2020
16. Special Episode: Coronavirus as Catalyst

    Published: 26/02/2020
17. Michael Zezas: Medicare for All… for Investors

    Published: 26/02/2020
18. Mike Wilson: All Hail the 50/50 Portfolio?

    Published: 24/02/2020
19. Andrew Sheets: Why 2020 May Be Tricky for Investors

    Published: 21/02/2020
20. Michael Zezas: Coronavirus and “Slowbalization”

    Published: 18/02/2020