On today’s show we are talking about the most insane statements to come from economists in recent memory.
I’m acutely aware as I’m sure many of our listeners are, of the unsustainable levels of government debt in the US, Canada, the UK, France, Switzerland, Italy. I could go on.
The justification for the debt is that as long as the interest rates are lower ... Show More
Yesterday
Vertical Integration Is Back
For the past several decades, the dominant playbook was globalization and specialization. Companies outsourced components to the lowest-cost producer, often halfway around the world. Supply chains became long, complex, and highly optimized for cost.On paper, it made perfect sense ... Show More
5m 15s
Apr 29
Why Is Energy Being Ignored?
Today, we’re going to talk about something that is not getting nearly the attention it deserves, and that is the economic impact of the war in the Persian Gulf. Sure there is lots being shared in the media. But I think the mainstream media are either dramatizing the war, or downp ... Show More
7m 34s
Sep 2023
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
<p>Corporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Mark ... Show More
3m 9s
<p>As U.S. Public Debt continues to break records, should investors be concerned by the amount debt has risen? Or are there other, more influential factors at play?</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Matthew Hornbach, M ... Show More
<p>The U.S. Federal Reserve recently enacted its first interest rate hike in two years, but there is still more work to be done to counteract rising inflation and markets are watching closely.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on the Marke ... Show More
<p>Our Head of Corporate Credit Research explains why leveraged loans would benefit if bumpy inflation data leads the Federal Reserve to delay interest rate cuts.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Andrew Sheets, head o ... Show More
