Special Episode: The Podcasting Industry Comes Into Its Own
Moves toward scale and consolidation show promise for what is already a burgeoning content industry. ----- Transcript -----Andrew Sheets Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cro...
20 Okt 202112min
Mike Wilson: Retail Investors Continue to Support Valuations
With supply chain pressures and rising costs still weighing on markets, retail investors continue to see long term value.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, chief...
18 Okt 20213min
Andrew Sheets: Will Cash Stay On The Sidelines?
Consumer saving is up, way up. But whether investors put this money into the markets may have more to do with how much wealth is already in play.----- Transcript -----Welcome to Thoughts on the Market...
15 Okt 20213min
Special Episode: The Two-Pillar Tax Overhaul
Last week, over 130 countries announced an agreement to overhaul international tax rules. The changes may seem high-level, but should investors pay closer attention?----- Transcript -----Michael Zezas...
14 Okt 20214min
Special Episode: Planes, Trains and Supply Chains
With supply chain delays in air, ocean and trucking on the minds of investors worldwide, what could it mean for the labor market and consumers headed into the holiday season?----- Transcript -----Elle...
13 Okt 20219min
Graham Secker: Easing Europe’s Stagflation Concerns
Investors appear nervous about the economic outlook as 3rd quarter earnings season approaches. Are stagflation concerns justified… or perhaps overdone?----- Transcript -----Welcome to Thoughts on the ...
12 Okt 20213min
Mike Wilson: Clear Skies, Volatile Markets
As the weather chills and we head towards the end of the mid-cycle transition, the S&P 500 continues to avoid a correction. How long until equities markets cool off?----- Transcript ----- Welcome to T...
11 Okt 20214min
Andrew Sheets: Stagflation Demystified
Investor worries over growth and inflation have revived the term stagflation—but with growth indicators historically solid, is it an accurate description?----- Transcript -----Welcome to Thoughts on t...
8 Okt 20214min
