All episodes
Big Political Shift, Narrow Economic Impact
A Stock Market Bottom in Sight
Why the Bond Market Remains Calm After the Blue Wave
A Credit Perspective on the AI Buildout
Midterm Election Results: Three Key Takeaways
Solving AI’s Power Bottleneck
Will AI Start Making Your Hotel Reservations?
The Curious Calm of Credit Markets
How Digital Assets Are Rewiring Financial Markets
Signals to Watch in the U.S. Midterms
To Hike or Not to Hike
The Next Stage of the Market Correction
One Global Shock, Different Rate Paths
Economic Roundtable: What’s Keeping Global Growth Going?
Inside the Biggest Bond Boom in Years
AI’s Next Winners: Signals From Private Markets
A Narrower Path for Growth and Stability
AI Boom Faces a Higher-Yield Roadblock
The Missing Piece in Latin America’s Bull Case
What to Expect From the UK Budget
Asia Fixed Income Needs a Bigger Map
The Politics of Powering AI
Will High Yields Crack the Market’s Resilience?
High Mortgage Rates and a Stuck Housing Market
Will Midterms Test the AI Investment Cycle?
Japan’s Banks Enter a New Era of Opportunity
Canada’s Next Growth Phase
The Tension Between Equities and Bonds
How AI and Tokenization Could Reshape Wealth Management
4 Market Signals Ahead of the Midterms
China’s $12 Trillion Manufacturing Upgrade
The Stock Market’s Bad Breadth
AI Meets the Physical Economy
The Global Diesel Problem
The Unexpected Investment Case for AI Safety
Why Central Banks Are Raising Rates Again
Market Resilience Isn’t Complacency
Trump-Xi Talks Put Trade and Tech in Focus
Why the Fed May Have Further to Go
One Fed Hike—Or More to Come?
The Mid-Cycle Shift Equity Investors Shouldn’t Miss
Patients Are Taking the Driver's Seat in Healthcare
Why the Middle-Class Squeeze Is Getting Worse
The Fed, Football and the Price of Ambiguity
Can the AI Spending Boom Pay Off?
AI Debt Starts Moving the U.S. Treasurys Market
What Could Shake Up Markets in September?
Why Oil Prices Could Rise to $100 Again
3 Policy Catalysts to Watch This Fall
The $33 Billion AI Security Opportunity
From Coffee to Cans: A U.S. Caffeine Shift
The Politics Behind the Rising U.S. Debt
Jackson Hole Tests the Fed’s Framework
When Does Higher U.S. Debt Start to Matter?
Measuring the Market’s Megatrends
Markets Faces Hotter, Shorter Cycles
Shifts in Credit Markets for the AI Buildout
The New Map of AI Power
El Niño’s Ripple Effects on Markets
Korean Stocks: From Correction to a Healthy Recovery
When AI Takes Over Shopping Carts
The UK Has a Better Story to Tell
Robotaxis’ $1 Trillion Opportunity
The Potential Way Forward for the U.S.-Iran Standoff
‘Show Me the Money,’ Market Tells Companies
How AI Could Simplify the Mortgage Market
AI’s New Rules of Engagement
Why Brick and Mortar Banking Still Matters
How Long Can the Fed Hold On?
When a Data Center Comes to Town
Quality Matters Again
The Structural Forces Moving Capital
Blind Spots in the AI Infrastructure Selloff
The Oil Market’s Billion-Barrel Problem
Fed in July: A Weaker Case for Hiking
A More Selective Stock Market
An Odyssey Through Market History
Data Centers’ Political Battle
More Stocks Join the Bull Market
The Global Rate Debate
AI Spending: A New Engine for the Global Economy
Why Your Medical Bill Is So High
A Test for Capital Markets: Funding AI
AI as a Sovereign Power
What’s Fueling Stocks After the AI Trade
Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs
A New Chapter for North American Trade
The AI Divide Between the U.S. and Japan
3 Things That Could Break the Summer Rally
AI’s Next Stress Test
Next Leg of the Bull Market?
America’s Frontier-Market Origin Story
Investors’ Focus Shifts to Rates and AI
What to Watch Ahead of the Midterms
The Market Shift Investors May Be Missing
Comeback for Europe’s Bull Market?
The Warsh Effect on Mortgages
Consumer Confidence and the U.S. Midterms
What a Quieter Fed Could Mean for Markets
The Obstacles to Buying a First Home