About this episode
Yesterday
Aberdeen's Gilhooly on whether the first shots of war were a buying signal
Robert Gilhooly, senior emerging markets economist at Aberdeen Investments, discusses the adage that the first shots of war are a time to be buying investments, and he says investors might want to take more of a wait-and-see approach, at least until they get more clarity on how t ... Show More
59m 58s
Mar 12
BlackRock's Jacobs: Current events aren't disrupting long-term investing themes
Jay Jacobs, U.S. head of equity ETFs at BlackRock, says that the artificial-intelligence revolution has delivered massive spending, but not at levels that have been spent relative to gross domestic product, during other generational shifts like the introduction of the automobile. ... Show More
1 h
Mar 11
Value manager Smead: 'This is one of the most overvalued markets in U.S. history'
Bill Smead, manager of the Smead Value fund, says that by nearly every indicator, the stock market is at valuation levels seldom seen in American history, with the Standard & Poor's 500 trading "at more than 220% of GDP, the most dangerous number, virtually, we have ever seen." T ... Show More
57m 41s
Oct 2022
Taking Stock: What’s Ahead for US Markets
It’s been a bleak year for the stock market which, despite some short-term rallies, is still firmly entrenched in bear market territory. So where do we go from here? In the latest episode of Exchanges at Goldman Sachs, David Kostin, chief U.S. equity strategist in Goldman Sachs R ... Show More
16m 57s
Sep 2022
Bear Market Bounce or Stock Market Bottom?
Has the stock market hit bottom yet? Or are we seeing another false bottom? In the latest episode of Exchanges at Goldman Sachs, Peter Oppenheimer, Chief Global Equity Strategist and head of Macro Research in Europe, explains why the bear market in stocks isn’t over. Oppenheimer’ ... Show More
25m 52s
Mar 2023
Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?
3m 58s
Jan 2022
Close to a Buyable Bottom?
Scott Wapner and the Investment Committee discuss the turbulent week for stocks and how you should navigate the ups and downs of the current market. Plus, MBF Founder and CEO Mark Fisher joins us to talk energy, what does the future hold for the sector. And later, Jim Lebenthal ... Show More
47m 16s
May 2022
Bull Market Rhymes
Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it. He discusses the role played by financial innovations like SPACs and cryptocurrencies and why he believes psychology, not fundament ... Show More
44m 24s
Jun 2024
Navigating the Narrow Stock Market
4m 37s
Mar 2023
The Rewind: Calling The Market
Howard looks back on several memos he’s written near major turning points in the market over the last few decades, from the bursting of the dot-com bubble to the pandemic-driven crisis in early 2020. He considers what an investor should – and shouldn’t – focus on when making a ma ... Show More
39m 56s
Aug 2022
Andrew Sheets: What Can We Learn from Market Prices?
<p>The current market pricing can tell investors a lot about what the market believes is coming next, but the future is uncertain and investors may not always agree with market expectations. Chief Cross-Asset Strategist Andrew Sheets explains.</p><p><br></p><p>--- Transcript ---< ... Show More
3m 13s
Sep 2022
Jonathan Garner: An Unusual Cycle for Asia and EM Equities
3m 21s
Oct 2021
Andrew Sheets: What Will Markets Return in the Long Run?
<p>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.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm A ... Show More
4m 46s
Jeff Davis, chief investment officer at LMCG Investments, called the market's slow start to the year late in 2017, but he now believes the market has recovered from its earlier setback and -- while not completely out of the woods -- is ahead of where he expected to be and poised for a reasonable run for the rest of the year. Also, Elliott Gue of Energy and I ... Show More
<p>After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm ... Show More
<p>Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wi ... Show More
<p>Asia and EM equities are on the verge of the longest bear market in their history, so what is the likelihood that a sharp fall in prices follows soon after?</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Jonathan Garner, Chief A ... Show More
