Special Episode: Clean Tech Thrives Under Most Budget Outcomes
Debates in D.C. continue to make headlines, but even with lowered expectations for the Biden agenda, we find a robust set of climate-focused provisions likely to survive the process and benefit the cl...
26 Loka 20218min
Mike Wilson: An Icy Winter for Investors?
The forecast for inflation still appears hot for both consumers and corporates, but when it comes earnings and economic growth, the outlook looks a bit chilly.----- Transcript -----Welcome to Thoughts...
25 Loka 20214min
Andrew Sheets: Why Lower Oil Futures Matter for the Shape of the Market
The market’s long term trajectory for oil suggests a decline in prices, but the 'why' matters, and the transition toward more green energy may imply a different outcome.----- Transcript -----Welcome t...
22 Loka 20214min
Special Episode: The Promise of Green Hydrogen
Sustainably generated hydrogen has great promise as a fuel where electricity alone won’t suffice, but the road to its broad adoption remains complicated for investors to navigate. ----- Transcript ---...
22 Loka 20219min
Michael Zezas: Infrastructure SuperCycle on the Horizon?
The bipartisan infrastructure and ‘Build Back Better’ plans remain in legislative limbo, but what could their passage mean for markets? ----- Transcript -----Welcome to Thoughts on the Market. I'm Mic...
21 Loka 20212min
Special Episode: The Podcasting Industry Comes Into Its Own
Moves toward scale and consolidation show promise for what is already a burgeoning content industry. ----- Transcript -----Andrew Sheets Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cro...
20 Loka 202112min
Mike Wilson: Retail Investors Continue to Support Valuations
With supply chain pressures and rising costs still weighing on markets, retail investors continue to see long term value.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, chief...
18 Loka 20213min
Andrew Sheets: Will Cash Stay On The Sidelines?
Consumer saving is up, way up. But whether investors put this money into the markets may have more to do with how much wealth is already in play.----- Transcript -----Welcome to Thoughts on the Market...
15 Loka 20213min
