All Episodes
The Markets — 158 episodes
Why Gold Is Expected to Rise to Record Highs
What Is the Outlook for Diesel and Gasoline Supplies?
Why US Equity Returns Are Broadening Beyond AI Stocks
How Inflation and Fiscal Policy Are Driving US Treasury Markets
Why US Stocks May ‘Grind Higher’
Are Hedge Funds Still Bullish on AI Stocks?
The 'Market of Stocks' vs. the 'Stock Market'
Bullish on the Dollar
S&P to 8,000 This Year?
‘It’s a Generational Opportunity’
Will Europe Outperform?
Can the Tech Surge Continue?
Why Rates Could Keep Rising
A Tale of Two Markets
How to Trade Oil Now
Riding the AI Wave
Big Opportunities in Small Cap Equities
Chase or Fade the Rally?
Big Tech Opportunity
“I’d Rather Be a Bond”
"The Market Is Fragile"
Untangling Signals of Market Stress
New Worries
$120 Oil Ahead?
A New Way to Trade Emerging Markets
Tech Comeback Ahead?
“Still Bullish Gold”
Stock Market Shakeout
Finding Opportunities in Financials
Long Gold and Long Stocks
“A Massive Broadening Trade”
Which Equity Markets Will Outperform?
Emerging Markets Could Keep Surging
“We Like Bonds”
Are More Rate Cuts Coming?
Why the Dollar Could Drop
Why Stocks Are Getting Wild
Consumer Concerns and Equity Opportunities
How to Trade a Credit Expansion
Rise of the Retail Investor
A “Blow-Off Top” Ahead?
Can the China Rally Continue?
The Bubble Question
Can the Rally Continue?
Hidden Volatility
A Contrarian Call on Europe
Will Fed Cuts Drive Stocks Higher?
Sentiment Check on Tech
What the Weak Jobs Report Means For Markets
The Fed Cut Playbook
Still Bullish on Big Tech
“Stocks Are Still Very Undervalued”
Will the dollar keep dropping?
Global income plays
The three top equity market themes
Climbing the “wall of worry”
European opportunities
Staying long US assets
“This is what people were hoping for”
Why emerging markets could keep rallying
Fade the S&P 500 rally?
Why tech stocks could keep rallying
“Long stocks, short bonds”
Time to buy bonds?
“The most attractive hedge”
Opportunities amidst historic volatility
Tariffs could spark “a new rotation” in US equities
Can US equities rally again?
Bonds or stocks: The 2025 income play
“The US is still the place to be”
Buy the dip in US equities?
Is the US consumer in trouble?
Why gold could rise even higher
The 1982 playbook
Finding opportunities in a “trickier” market
Markets make sense of the Fed
The key US equity theme for 2025
The perfect setup for US stocks?
What the huge jobs number means for investors
Why US stocks could keep rising in 2025
“US exceptionalism all over again”
What Black Friday numbers say about the US consumer
What’s the next tech trade?
Why a “Santa Rally” may be ahead
Is the Trump trade just getting started?
“A great time to buy bonds”
Will earnings boost US stocks?
The new equity opportunities
The biggest opportunities in US credit markets
Does the China rally have legs?
Is the US consumer still strong?
“The Fed’s got your back”: What the rate cut means for investors
Can the US rally get back on track?
What the jobs report means for markets
The case for a tech comeback
“A solid buying opportunity”: Making sense of the market shakeout
What Fed cuts will mean for markets
Is the big tech trade over?
Divergence watch: ECB decision and central banks’ policy paths
Inflation cools, election heats up
Markets at midyear: AI & elections in focus
What could drive the S&P 500 even higher?
Are markets overreacting to inflation data?
Is India still attractive for investors?
Consumer stocks: Finding the winners
Why copper is hitting record highs
A market friendly data print— for now
Why big tech's earnings reveal a "bifurcated market"
Currencies, rates, and a volatile yen
Why investors should “expect the chop to continue”
Does the market need rate cuts?
Turning tail risks into tailwinds
How investors are managing rising volatility
Why Today's IPO Market May Surprise You
How markets are responding to central bank moves
What tech investors are looking for now
Breaking down the record highs
Growth shocks, not just inflation, to be a primary driver of markets
Can tech continue to power equities to new highs?
Hedge Fund Outlook for 2024
Regional banks back in focus on real estate concerns
How geopolitical instability is affecting markets
Can tech continue to dominate the markets?
Market takeaways from 2024’s World Economic Forum
What the latest inflation data means for markets, the Fed, and investors’ portfolios
What's ahead for tech stock valuations?
As the Fed stays put, markets bet on timing of rate cuts
Why markets will be living in a strong US dollar world
How are investors approaching today’s market strength?
What are retail earnings and CPI telling us about the US consumer?
Are emerging markets due for a comeback?
What the BoJ’s latest move means for global yields
What big tech's earnings can tell us about AI, rates and future volatility
What the volatile bond market means for investors
The market’s rate expectations
A more ‘disciplined’ IPO market
The fixed-income selloff: A new supply-demand dynamic?
The impact of rising oil prices
What we’re hearing from some of the world’s largest investors now
Normalizing inflation: are ‘hard yards’ ahead?
Are higher rates the new normal?
What this week's CPI tells us about US economic health
Why markets are in a period of 'normalization, not nirvana'
What the Fed’s hike means for the S&P 500
Why the Nasdaq 100’s rebalancing matters for investors
Are investors betting the worst is over for U.S. inflation?
How institutional investors are navigating market crosscurrents
Are there green shoots in the IPO market?
Can the global economy withstand higher interest rates?
What the Fed’s hawkish pause means for markets
Why the AI-driven tech rally has legs
What’s next for U.S. Treasuries
Are markets pricing in the potential of a default?
Why European stocks are beating US equities
Pricing in the probability of a recession
Fed rate hikes, banking stress & debt limit concerns
Volatility, Earnings, and European Equities
A ‘bulletproof’ stock market?