Michael Zezas: One Fewer Election Blind Spot?

When attempting to determine what the global economy looks like, some economic indicators at an investors disposal may be more useful, while others lag behind.----- Transcript -----Welcome to Thoughts...

22 Des 20223min

As congress wraps up for 2022, and we look towards a divided government in 2023, there are a few possible legislative moves on the horizon that investors will want to be prepared for.----- Transcript ...

21 Des 20222min

With the recent breakthrough in fusion energy technology, the debate around the feasibility of nuclear fusion as a commercialized energy source may leave investors wondering, is it a holy grail or a p...

20 Des 20228min

As focus begins to shift from inflation and interest rates to a possible oncoming earnings recession, what has the market already priced in? And what should investors be looking at as risk premiums be...

19 Des 20223min

As cross-asset performance has continued to be weak, there is hope that the end of the Fed’s rate hiking cycle could give markets the boost they need, but does history agree with these investor’s hope...

16 Des 20223min

While the consumer has been a pillar of strength this year, continued high inflation, household debt and slowing payroll growth could pose challenges to consumer spending. ----- Transcript -----Welcom...

15 Des 20224min

While “Moonshots” attempt to address climate concerns with disruptive technology, more immediate solutions are needed, so what are “Earthshots”? And which ones should investors pay attention to? Head ...

14 Des 20229min

Over the past few years, the airline industry has faced fluctuations between too hot and too cold across demand, capacity and costs. Could conditions in 2023 be just right for increased profitability?...

13 Des 20223min