Vishy Tirupattur: Corporate Credit - Calm Amidst the Storm
Investors have had a lot to take in over the past few weeks, but corporate credit markets remain calm despite turbulence elsewhere. Vishy Tirupattur explains. ----- Transcript -----Welcome to Thoughts...
29 Okt 20214min
Andrew Sheets: What Will Markets Return in the Long Run?
One of the great conundrums of finance is predicting what markets will return over the long run. But with some historical research and the power of math, the future can become a bit clearer.----- Tran...
28 Okt 20214min
Special Episode: Autonomous Trucking Speeds Ahead
Autonomous trucking may sound like science fiction, but its impacts on transportation costs, the labor market and a breadth of industries may be closer than we think.----- Transcript -----Adam Jonas W...
28 Okt 20218min
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 Okt 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 Okt 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 Okt 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 Okt 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 Okt 20212min
