Special Encore: Andrew Sheets - How Useful is Investor Sentiment?
Original Release on June 9th, 2022: While many investors may be curious to know what other investors are thinking and feeling about markets, there’s a lot more to the calculation of investor sentiment...
24 Juni 20223min
Seth Carpenter: A Stark Choice for the European Central Bank
Inflation has continued to surprise to the upside, causing global central banks to face a difficult choice; continue to raise rates at the risk of recession, or settle in for a long spell of elevated ...
23 Juni 20223min
Michael Zezas: Evaluating Anti-Inflation Measures
As inflation remains top of mind from Wall Street to the White House, policy makers continue to propose possible actions to fight inflation, but will these proposals ever be enacted?-----Transcript---...
22 Juni 20222min
Mike Wilson: The Increasing Risk of Recession
As price to earnings multiples fall and inflation continues to weigh on the economy, long term earnings estimates may still be too high as the risk of a recession rises. -----Transcript-----Welcome to...
21 Juni 20224min
Andrew Sheets: Balance Sheets Take a Back Seat
With so much going on in markets, some moves that may have been hot topics against a less chaotic backdrop, such as policy shifts towards shrinking central bank balance sheets, are hitting the back bu...
17 Juni 20223min
U.S. Housing: Breaking Records not Bubbles
With home prices hitting new highs and inventory hitting new lows, the differences between now and the last housing bubble may help ease investors' worries that the market is about to burst. Co-Heads ...
16 Juni 20225min
Michael Zezas: Can the Muni Market Provide Shelter?
With concern high over inflation and tightening Fed policy, investors looking for practical solutions may want to take another look at the municipal bond market.-----Transcript-----Welcome to Thoughts...
15 Juni 20222min
Graham Secker: The High Cost of Capital
As central bank policy across the globe shifts from tight fiscal policy to tight monetary policy, the rising cost of capital will have long-term consequences for investors.-----Transcript-----Welcome ...
14 Juni 20223min
