
Mike Wilson: The Prospect of a Continued Correction
While geopolitical tensions currently weigh on markets, investors should look to the fundamentals in order to anticipate the depth and duration of the ongoing correction.Important note regarding econo...
24 Feb 20223min

Special Episode, Pt. 2: Inflation Around the World
The challenges of inflation can be felt around the world, but understanding the regional differences is key to an effective 2022 for both central banks and investors.----- Transcript -----Andrew Sheet...
23 Feb 20228min

Special Episode, Pt. 1: Two Kinds of Inflation
Inflation has reached levels not seen in years, but there is an important distinction to be made between frictional and cyclical inflation, one that has big implications for central banks this year.--...
18 Feb 20228min

Special Episode: All Eyes on Ukraine
The ongoing situation around Ukraine has captivated headlines and investors alike. While the resolution remains unclear, we can begin to predict how markets would react to possible outcomes.This prese...
17 Feb 20229min

Special Encore: Consider the Muni Market
Original Release on February 2nd, 2022: The Federal Reserve continues to face a host of uncertainties, leading to volatility in the Treasuries market. This trend may lead some investors to reconsider ...
16 Feb 20222min

Mike Wilson: Unpacking the Latest CPI
As the Fed grapples with new data from last week's Consumer Price Index report, markets are pricing a move away from the dovish policy of the past and investors should pay attention.----- Transcript -...
15 Feb 20223min

Jonathan Garner: Welcome to the Year of the Tiger
As investors face the multitude of risks ahead, one may need to think like the Tiger and use the rotation towards value stocks, and away from growth, to leap over higher hurdle rates this year. ----- ...
14 Feb 20223min

Andrew Sheets: Where is Inflation Headed?
Headlines today are focused on US Consumer Price Inflation rising 7.5% versus 1 year ago. The question on the minds of consumers and investors alike is, where will it go from here?----- Transcript ---...
11 Feb 20223min





















