Michael Zezas: On Infrastructure, Follow the Money

Michael Zezas: On Infrastructure, Follow the Money

Last night, President Biden laid out his vision to rebuild the existing U.S. infrastructure. Here are three takeaways and sectors to watch as negotiations unfold.

Episoder(1510)

Michael Zezas: The Key Variable in U.S.-China Trade Talks

Michael Zezas: The Key Variable in U.S.-China Trade Talks

On today's episode, Head of U.S. Public Policy Michael Zezas says when it comes to trade, movement toward a meaningful compromise will likely come down to one fundamental variable.

9 Okt 20192min

Mike Wilson: An Unsatisfying Market for Bulls and Bears?

Mike Wilson: An Unsatisfying Market for Bulls and Bears?

On today’s episode, Chief Investment Officer Mike Wilson says both bulls and bears were likely a bit frustrated trying to trade last week's sell-off and rally. So what’s the next move for investors?

7 Okt 20193min

Andrew Sheets: The 3 Most Powerful Market Indicators?

Andrew Sheets: The 3 Most Powerful Market Indicators?

On today's episode, Chief Cross-Asset Strategist Andrew Sheets says despite the myriad models used to assess the direction of markets, three simple indicators may be the most valuable.

4 Okt 20193min

Michael Zezas: U.S.-China Trade: The Outlook for Fall

Michael Zezas: U.S.-China Trade: The Outlook for Fall

On today's episode, A number of trade-related events on the fall calendar could mean progress—or an escalation—on the trade impasse. Head of U.S. Public Policy Michael Zezas provides an overview.

2 Okt 20192min

Special Series: U.S. Housing Faces a Generational Turning Point

Special Series: U.S. Housing Faces a Generational Turning Point

On this special episode, Equity Analyst Richard Hill examines the coming seismic shift for investors as Baby Boomers pass the housing baton to Millennials and Generation Z.

1 Okt 20193min

Mike Wilson: Are Markets Rethinking Pricey Growth Stocks?

Mike Wilson: Are Markets Rethinking Pricey Growth Stocks?

On today’s episode, Chief Investment Officer Mike Wilson explains why markets may be having a change of heart on expensive—and sometimes unprofitable—growth stocks.

30 Sep 20193min

Andrew Sheets: A Tale of Two Oil Price Spikes

Andrew Sheets: A Tale of Two Oil Price Spikes

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says oil prices tend to spike for two very different reasons and the distinction for investors is quite important.

27 Sep 20192min

Michael Zezas: How Do Markets View Major Policy Proposals?

Michael Zezas: How Do Markets View Major Policy Proposals?

On today's episode, Head of U.S. Public Policy Michael Zezas takes a look at transformative policy proposals by 2020 Presidential candidates. How could big policies like Medicare-for-All reshape markets?

25 Sep 20191min

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