All Episodes

Baird's Mayfield: The Fed is done cutting; market's not done rising

ProShares' Hyman: Earnings will keep powering market past headlines

Sanjac Alpha's Wells: Interest rates will rise this year, even if the Fed cuts

Does the media's soft vs. hard data coverage mislead investors?

Touchstone's Aarts on why oil prices are causing higher bond yields

Westwood's Sanghani on how war has changed the oil demand outlook for years

Ocean Park's St. Aubin: Market is overvalued but downside risk isn't too high

Commonwealth's McMillan: Trouble's still coming, but not for a while

Channel Capital's Roberts: Markets will stay happy with even a hint at rate cuts

Northwestern Mutual's Stucky on why earnings growth overcomes headline risks

Rayliant's Hsu on a resilient market that is 'separated from reality'

Water Tower's Severson: The economy sees $75 oil 'as the new $60'

BlackRock's Laipply on the 'generational opportunity' in fixed income

ETFTrends' Lydon: Pet care ETF is not for the dogs

Chautauqua's Beitner: Trade wars could cause a technical recession