Public library

All processed episodes

Browse the public Podwise archive and open any episode workspace when you want the full experience.

CollectionsLatestAll
Find more in Podwise
European Equities Outlook: Short-Term Pain, Long-Term Gain

European Equities Outlook: Short-Term Pain, Long-Term Gain

13 Jun 2023
3m
Thoughts on the Market
Mike Wilson: A Historically Concentrated Market

Mike Wilson: A Historically Concentrated Market

12 Jun 2023
4m
Thoughts on the Market
Mid-Year Strategy Outlook: Risk/Reward in Currency and Commodities

Mid-Year Strategy Outlook: Risk/Reward in Currency and Commodities

09 Jun 2023
9m
Thoughts on the Market
Mid-Year Economic Outlook: A Dichotomy Worth Watching

Mid-Year Economic Outlook: A Dichotomy Worth Watching

08 Jun 2023
10m
Thoughts on the Market
Michael Zezas: After the Debt Ceiling, What’s Next?

Michael Zezas: After the Debt Ceiling, What’s Next?

07 Jun 2023
2m
Thoughts on the Market
Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel

Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel

06 Jun 2023
7m
Thoughts on the Market
Mike Wilson: Earnings Cycle Still Running Short and Hot

Mike Wilson: Earnings Cycle Still Running Short and Hot

05 Jun 2023
3m
Thoughts on the Market
Special Encore: Erik Woodring: Are PCs on the Rebound?

Special Encore: Erik Woodring: Are PCs on the Rebound?

02 Jun 2023
3m
Thoughts on the Market
Adam Jonas: The Inconvenient Truths About EV Batteries

Adam Jonas: The Inconvenient Truths About EV Batteries

01 Jun 2023
3m
Thoughts on the Market
Michael Zezas: A Step Forward in the Debt-Ceiling Debate

Michael Zezas: A Step Forward in the Debt-Ceiling Debate

31 May 2023
2m
Thoughts on the Market
Seth Carpenter: Government Bonds and the Debt Ceiling

Seth Carpenter: Government Bonds and the Debt Ceiling

30 May 2023
3m
Thoughts on the Market
Andrew Sheets: Unresolved Questions Create Market Uncertainty

Andrew Sheets: Unresolved Questions Create Market Uncertainty

26 May 2023
3m
Thoughts on the Market
Jonathan Garner: Japan’s Equities Continue to Rally

Jonathan Garner: Japan’s Equities Continue to Rally

25 May 2023
2m
Thoughts on the Market
Michael Zezas: The G7 Meeting and its Impact on Markets

Michael Zezas: The G7 Meeting and its Impact on Markets

24 May 2023
2m
Thoughts on the Market
U.S Housing: Is there Still Strength in the Housing Market?

U.S Housing: Is there Still Strength in the Housing Market?

23 May 2023
6m
Thoughts on the Market
Mike Wilson: Beware a False Market Breakout

Mike Wilson: Beware a False Market Breakout

22 May 2023
4m
Thoughts on the Market
Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?

Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?

19 May 2023
2m
Thoughts on the Market
Andrew Sheets: Is Market Volatility on the Decline?

Andrew Sheets: Is Market Volatility on the Decline?

18 May 2023
3m
Thoughts on the Market
Vishy Tirupattur: The Outlook for Lending

Vishy Tirupattur: The Outlook for Lending

17 May 2023
3m
Thoughts on the Market
Mike Wilson: Investors Face Uncertainty in Stock Performance

Mike Wilson: Investors Face Uncertainty in Stock Performance

16 May 2023
4m
Thoughts on the Market
Special Encore: Mark Purcell: The Evolution of Cancer Medicines

Special Encore: Mark Purcell: The Evolution of Cancer Medicines

15 May 2023
3m
Thoughts on the Market
Sustainability: Tech Transformation in the Education Market

Sustainability: Tech Transformation in the Education Market

12 May 2023
9m
Thoughts on the Market
Erik Woodring: Are PCs on the Rebound?

Erik Woodring: Are PCs on the Rebound?

11 May 2023
3m
Thoughts on the Market
Michael Zezas: Debt Ceiling Uncertainty and Financial Markets

Michael Zezas: Debt Ceiling Uncertainty and Financial Markets

10 May 2023
2m
Thoughts on the Market
Martijn Rats: A Change in the Global Oil Market

Martijn Rats: A Change in the Global Oil Market

09 May 2023
3m
Thoughts on the Market
Mike Wilson: Earnings, The Fed and Consumer Spending

Mike Wilson: Earnings, The Fed and Consumer Spending

08 May 2023
3m
Thoughts on the Market
Andrew Sheets: The Prospect of a Pause in Rate Hikes

Andrew Sheets: The Prospect of a Pause in Rate Hikes

05 May 2023
2m
Thoughts on the Market
Graham Secker: Will European Equity Resilience Continue?

Graham Secker: Will European Equity Resilience Continue?

04 May 2023
3m
Thoughts on the Market
Michael Zezas: Congress Contends with the Debt Ceiling

Michael Zezas: Congress Contends with the Debt Ceiling

03 May 2023
2m
Thoughts on the Market
Global Economy: Global Challenges Drive Productivity Investment

Global Economy: Global Challenges Drive Productivity Investment

02 May 2023
6m
Thoughts on the Market
Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation

Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation

01 May 2023
3m
Thoughts on the Market
Ed Stanley: The Risky Path to a Multipolar World

Ed Stanley: The Risky Path to a Multipolar World

28 Apr 2023
3m
Thoughts on the Market
Matthew Hornbach: The Return of Government Bonds

Matthew Hornbach: The Return of Government Bonds

27 Apr 2023
3m
Thoughts on the Market
Michael Zezas: The Great Productivity Race

Michael Zezas: The Great Productivity Race

26 Apr 2023
2m
Thoughts on the Market
Andrew Sheets: The U.S. Dollar and Cross-Asset Portfolios

Andrew Sheets: The U.S. Dollar and Cross-Asset Portfolios

25 Apr 2023
2m
Thoughts on the Market
Sustainability: Decarbonization in the Steel Industry

Sustainability: Decarbonization in the Steel Industry

24 Apr 2023
8m
Thoughts on the Market
Andrew Sheets: What is Behind Equity Market Strength?

Andrew Sheets: What is Behind Equity Market Strength?

21 Apr 2023
3m
Thoughts on the Market
Mark Purcell: The Evolution of Cancer Medicines

Mark Purcell: The Evolution of Cancer Medicines

20 Apr 2023
3m
Thoughts on the Market
Michael Zezas: The Costs of a Multipolar World

Michael Zezas: The Costs of a Multipolar World

19 Apr 2023
2m
Thoughts on the Market
Vishy Tirupattur: Tumult in the Banking Sector

Vishy Tirupattur: Tumult in the Banking Sector

18 Apr 2023
4m
Thoughts on the Market
Mike Wilson: Credit Crunch in the U.S Equity Markets

Mike Wilson: Credit Crunch in the U.S Equity Markets

17 Apr 2023
4m
Thoughts on the Market
Sustainability: The Risks and Benefits of A.I

Sustainability: The Risks and Benefits of A.I

14 Apr 2023
8m
Thoughts on the Market
Jonathan Garner: Asia Equities Rally Once More

Jonathan Garner: Asia Equities Rally Once More

13 Apr 2023
3m
Thoughts on the Market
Chetan Ahya: Global Impacts on Asia's Growth

Chetan Ahya: Global Impacts on Asia's Growth

12 Apr 2023
3m
Thoughts on the Market
U.S Housing: The Future of Mortgage Markets

U.S Housing: The Future of Mortgage Markets

11 Apr 2023
4m
Thoughts on the Market
Diego Anzoategui: Goods, Services and the Shape of China’s Reopening

Diego Anzoategui: Goods, Services and the Shape of China’s Reopening

10 Apr 2023
3m
Thoughts on the Market
Ellen Zentner: The Lagging Effects of Loan Growth

Ellen Zentner: The Lagging Effects of Loan Growth

06 Apr 2023
3m
Thoughts on the Market
Michael Zezas: What the ‘X-Date’ Means for Investors

Michael Zezas: What the ‘X-Date’ Means for Investors

05 Apr 2023
2m
Thoughts on the Market
Seth Carpenter: China’s Impact on Global Growth

Seth Carpenter: China’s Impact on Global Growth

04 Apr 2023
3m
Thoughts on the Market
Mike Wilson: Not All Bank Reserves Are Created Equal

Mike Wilson: Not All Bank Reserves Are Created Equal

03 Apr 2023
3m
Thoughts on the Market
Page 113