Andrew Sheets: What Do Markets Reward? Progress.

Andrew Sheets: What Do Markets Reward? Progress.

Why are markets climbing despite a pandemic and this week’s demonstrations across the U.S.? The answer may lie with how markets view progress.

Episoder(1573)

Ravi Shanker: Decarbonizing Aviation

Ravi Shanker: Decarbonizing Aviation

As airlines scramble to decrease their carbon footprint by 80% before 2050, can sustainable aviation fuel lead the charge?----- Transcript -----Welcome to Thoughts on the Market. I'm Ravi Shanker, Mor...

13 Jul 20233min

Michael Zezas: Looking to the Treasury Market

Michael Zezas: Looking to the Treasury Market

With a potential government shutdown looming in the fall, investors may want to keep an eye on the U.S. Treasury market to insulate themselves from risk.----- Transcript -----Welcome to Thoughts on th...

12 Jul 20232min

Shawn Kim: The Double-Edged Sword of AI Technologies

Shawn Kim: The Double-Edged Sword of AI Technologies

The market for artificial intelligence technologies could reach $275 billion by 2027, but not all companies will be able to generate revenue. Here’s what investors should watch.----- Transcript -----W...

11 Jul 20233min

Mike Wilson: All Eyes on Earnings

Mike Wilson: All Eyes on Earnings

As earnings season kicks off, market valuations continue to trend high based on major growth expectations. However, investors may want to keep an eye on liquidity.----- Transcript -----Welcome to Thou...

10 Jul 20233min

James Lord: The Dollar’s Resiliency

James Lord: The Dollar’s Resiliency

Though the debate around the global strength of the dollar in currency markets continues, the dollar’s current high yield in a world of weak global growth could help it appreciate----- Transcript ----...

7 Jul 20233min

Terence Flynn: AI Opportunities in Healthcare

Terence Flynn: AI Opportunities in Healthcare

Artificial intelligence could help biopharmaceutical companies reduce costs as well as improve their chances of developing successful new drugs.----- Transcript -----Welcome to Thoughts on the Market....

6 Jul 20232min

Michael Zezas: Investing in New Geographies

Michael Zezas: Investing in New Geographies

With the U.S. possibly imposing tighter trade policies towards China, investors may want to look into diversifying their investments.----- Transcript -----Welcome to the thoughts on the market. I'm Mi...

5 Jul 20232min

Special Encore: Asia’s Economy Outlook - Recovery Picking Up Steam

Special Encore: Asia’s Economy Outlook - Recovery Picking Up Steam

Original Release on June, 15th 2023: With more Asian economies on pace to join the recovery path set by China, confidence in economic outperformance versus the rest of the world is rising. ----- Trans...

3 Jul 20233min

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