Послухайте подкаст Thoughts on the Market

Trump-Xi Talks Put Trade and Tech in Focus	Thoughts on the Market	04:51
Why the Fed May Have Further to Go	Thoughts on the Market	04:26
One Fed Hike—Or More to Come?	Thoughts on the Market	11:40
The Mid-Cycle Shift Equity Investors Shouldn’t Miss	Thoughts on the Market	05:21
Patients Are Taking the Driver's Seat in Healthcare	Thoughts on the Market	08:50
Why the Middle-Class Squeeze Is Getting Worse	Thoughts on the Market	11:13
The Fed, Football and the Price of Ambiguity	Thoughts on the Market	05:01
Can the AI Spending Boom Pay Off?	Thoughts on the Market	05:06
AI Debt Starts Moving the U.S. Treasurys Market	Thoughts on the Market	09:04
What Could Shake Up Markets in September?	Thoughts on the Market	03:30
Why Oil Prices Could Rise to $100 Again	Thoughts on the Market	05:30
3 Policy Catalysts to Watch This Fall	Thoughts on the Market	10:26
The $33 Billion AI Security Opportunity	Thoughts on the Market	04:16
From Coffee to Cans: A U.S. Caffeine Shift	Thoughts on the Market	05:09
The Politics Behind the Rising U.S. Debt	Thoughts on the Market	04:44
Jackson Hole Tests the Fed’s Framework	Thoughts on the Market	12:08
When Does Higher U.S. Debt Start to Matter?	Thoughts on the Market	04:19
Measuring the Market’s Megatrends	Thoughts on the Market	08:31
Markets Faces Hotter, Shorter Cycles	Thoughts on the Market	05:12
Shifts in Credit Markets for the AI Buildout	Thoughts on the Market	05:14
The New Map of AI Power	Thoughts on the Market	07:56
El Niño’s Ripple Effects on Markets	Thoughts on the Market	04:34
Korean Stocks: From Correction to a Healthy Recovery	Thoughts on the Market	04:36
When AI Takes Over Shopping Carts	Thoughts on the Market	09:07
The UK Has a Better Story to Tell	Thoughts on the Market	04:39
Robotaxis’ $1 Trillion Opportunity	Thoughts on the Market	12:45
The Potential Way Forward for the U.S.-Iran Standoff	Thoughts on the Market	04:27
‘Show Me the Money,’ Market Tells Companies	Thoughts on the Market	05:09
How AI Could Simplify the Mortgage Market	Thoughts on the Market	08:15
AI’s New Rules of Engagement	Thoughts on the Market	05:08
Why Brick and Mortar Banking Still Matters	Thoughts on the Market	04:06
How Long Can the Fed Hold On?	Thoughts on the Market	03:58
When a Data Center Comes to Town	Thoughts on the Market	13:42
Quality Matters Again	Thoughts on the Market	05:52
The Structural Forces Moving Capital	Thoughts on the Market	08:40
Blind Spots in the AI Infrastructure Selloff	Thoughts on the Market	04:08
The Oil Market’s Billion-Barrel Problem	Thoughts on the Market	13:07
Fed in July: A Weaker Case for Hiking	Thoughts on the Market	10:49
A More Selective Stock Market	Thoughts on the Market	05:10
An Odyssey Through Market History	Thoughts on the Market	04:28

Trump-Xi Talks Put Trade and Tech in Focus

Thoughts on the Market

04:51

Why the Fed May Have Further to Go

Thoughts on the Market

04:26

One Fed Hike—Or More to Come?

Thoughts on the Market

11:40

The Mid-Cycle Shift Equity Investors Shouldn’t Miss

Thoughts on the Market

05:21