Michael Zezas: Unlikely Paths to Stimulus May Interest Investors

Michael Zezas: Unlikely Paths to Stimulus May Interest Investors

As hopes for an additional stimulus package wane in the run-up to the U.S. elections, some of the less likely paths to a deal may provide a way out of the current correction. Michael Zezas, Head of U.S. Public Policy Research, explains.

Episoder(1543)

Mike Wilson: Reopening - It’s All About the Execution

Mike Wilson: Reopening - It’s All About the Execution

High expectations around reopening may already be substantially priced into markets, pointing to new risks around how the reopening actually plays out.

26 Apr 20214min

Special Episode: Electric Vehicles, Pt 2 – Turning the Supertanker

Special Episode: Electric Vehicles, Pt 2 – Turning the Supertanker

Stresses on the electrical grid, climate policy, and national security are only a few of the issues we will confront as we transition to EVs.

23 Apr 20219min

Special Episode: Electric Vehicles, Pt 1 – Follow the Fleet

Special Episode: Electric Vehicles, Pt 1 – Follow the Fleet

Price, charging infrastructure and dirty battery production are limiting the impact of EVs, but look to fleet operations to lead the way to broader adoption.

22 Apr 20219min

Michael Zezas: Coal Country Support for Green Energy?

Michael Zezas: Coal Country Support for Green Energy?

With a sizable infrastructure bill moving through the U.S. Congress, support from coal producing states, often considered unlikely, may be a factor that ultimately ensures its passage.

21 Apr 20212min

Special Episode: Earth Week Investing Themes

Special Episode: Earth Week Investing Themes

Green investment is on investors' minds this Earth Week: Today, a look at key investment themes across carbon capture, plastics and agri-food developments.

20 Apr 202110min

Mike Wilson: Q1 Earnings - Impressive But Not Surprising?

Mike Wilson: Q1 Earnings - Impressive But Not Surprising?

Earnings season is well underway and some stocks are selling-off despite strong economic data. Is the recovery now completely discounted?

19 Apr 20213min

Andrew Sheets: What Are Other Investors Thinking?

Andrew Sheets: What Are Other Investors Thinking?

Keeping tabs on how other investors are trading can do more than just satisfy curiosity. It can provide a window into trends and current market debates.

16 Apr 20212min

Simeon Gutman: Welcome to the Petriarchy

Simeon Gutman: Welcome to the Petriarchy

Why the pet care industry—which was already growing pre-pandemic—may emerge as one of the fastest growing sectors over the next decade.

15 Apr 20214min

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