All Episodes

Anatomy of a Recession Update: Resilience

Anatomy of a Recession Update: Jevons paradox predicts no AI "job apocalypse"

Small caps deserve a closer look

Anatomy of a Recession Update: Conflict, volatility and opportunity

The opportunity in emerging markets today

Anatomy of a Recession Update: Geopolitical conflict and the US economy

The Opportunity in Municipal Bonds in 2026

Anatomy of a Recession Update: The Rotation Continues

Global Investment Management Survey: Outlook on equities and more

Anatomy of a Recession Update: Is the AI era a repeat of the dot.com era?

Anatomy of a Recession Update: AI and the labor market

Anatomy of a Recession Update: Robust earnings good for labor market

Anatomy of a Recession Update: Bubble or Boom?

Colossal Tech: How AI capex is shaping the economy

Anatomy of a Recession Update: Three Fed rate cuts likely by year's end

Markets, myths and milestones—30 years in muni bonds

Anatomy of a Recession Update: What is the labor market signaling?

Anatomy of a Recession Update: Soft patch ahead?

Are investors underestimating AI?

Anatomy of a Recession Update: Tariffs still in play

Global Investment Management Survey: Outlook on recession and more

Anatomy of a Recession Update: Recession or vibecession?

Anatomy of a Recession Update: Tariffs increase recession odds

Anatomy of a Recession Update: How much rests on consumer confidence?

Anatomy of a Recession Update: Less "magnificent" earnings expectations

Global Investment Management Survey: Outlook on equities and more

Anatomy of a Recession Update: Can US exceptionalism continue?

Anatomy of a Recession Update: Outlook 2025—Will US Exceptionalism Continue?

Anatomy of a Recession Update: What we don't know about tariff plans

Anatomy of a Recession Update: The case for economic reacceleration

Anatomy of a Recession Update: Speaking of the election

Anatomy of a Recession Update: Economy's health holds steady

Anatomy of a Recession Update: Economic growth ahead?

Global Investment Management Survey: Our collective forecast

Anatomy of a Recession Update: Profit margins and credit spreads improve

Anatomy of a Recession Update: A wait-and-see Fed

Anatomy of a Recession Update: What's different about this cycle?

Anatomy of a Recession Update: Soft landing chances rise

Anatomy of a Recession update: Changes in our dashboard

Anatomy of a Recession Update: New Year, New Dynamic

Anatomy of a Recession Update: The Fed's Next Moves, Anticipating '24

Anatomy of a Recession Update: How Long Will Consumers Keep Spending?

Anatomy of a Recession Update: Threats to a Soft Landing

Anatomy of a Recession Update: What Is a Recession, Exactly?

Anatomy of a Recession Update: Cracks in the Foundation

Anatomy of a Recession Update: Gradually, Then Suddenly

Anatomy of a Recession Update: US Labor Market Cracks Emerging?

Anatomy of a Recession Update: The Dominoes Are Falling

Anatomy of a Recession: The Lagged Effects of Rate Hikes Have Started

Anatomy of a Recession: Economic Reacceleration in Perspective

Anatomy of a Recession: The Fed's Job Problem

US Financial Services Policies Shift to Rules, Regulations, and Executive Actions

Anatomy of a Recession: The Long View for a New Year

Anatomy of a Recession: Interpreting Mixed Economic Signals

Anatomy of a Recession: Remain Patient Amid Market Gyrations

Anatomy of a Recession: Focusing on the Fed

Investing in Innovation: Impacts of Market Volatility and Shocks

Increasing Yields: Strategy Shifts for Income Investors

Anatomy of a Recession: Deteriorating Economic Conditions with Continuing Bear Market

Looking Beneath the Surface of Monetary Policy Tightening

Making the Case for Municipal Bonds Despite Recent Volatility

Making Sense of the Recent Market Selloffs

Anatomy of a Recession: Why a US Recession is Unlikely Near Term

Uncertainty Leads to Caution: Adjusting Investment Strategies While Taking Down Risk

Are Central Banks Too Late to Tackle Inflation?

Oil's Wild Ride: Have Prices Peaked?

Global Economic and Market Impacts of Russia's Invasion of Ukraine

Fixed Income - What the Curve is Saying

Market Volatility: Will it Last?

Inflation: A Passing Phase or Major Threat

Anatomy of a Recession: Changing Conditions but US Economy Remains Strong

A Tale of Two Real Estate Markets: US and China

Positioning for 2022: Tracking Inflation, Rates, Growth & Valuations

High Time for High Yield?

Global Macro Views: Mounting Economic and Investment Variables

Debating the Next Moves for Inflation, Growth and Rates

Anatomy of A Recession: Looking Ahead To 2022

Potential Longer-Term Effects of Current Economic & Investment Challenges

Undiversified: The Big Gender Short in Investment Management

Trends Driving Advisors to Future-Proof Their Business

Renewed Attention on European Equities Amidst Recovery

Economic Recovery and the Inflation Debate in Emerging Markets

Anatomy of a Recession: Plateauing But Strong Economic Activity

Cryptocurrency, Blockchain, and Digital Assets: Love 'em, Hate 'em, but don't Ignore 'em

Inflation, Interest Rates and the Search for Income

Consumer Clout Driving ESG Efforts

Factoring Inflation and Valuations into Stock-Picking Decisions

Expectations for Economic Growth, Rates and Inflation

Anatomy of a Recession: Expecting an Economic Boom

Pandemic Lessons Learned: ESG Strategies for a Sustainable Recovery

Stimulus and Infrastructure: Boon for Muni Bonds?

Aftershocks of a Post-Pandemic World: Global Macro View

Putting Inflation Concerns in Perspective

Comparing the Pace of Recovery in US and Emerging Markets

Capturing Income in the Current Market Environment

Anatomy of Recession: Reasons Recovery Could Accelerate