Apr 22

The Lie That Money Equals Wealth Is Distorting Your Investment Decisions

Does more money mean more wealth? It feels obvious. Bigger balances, higher prices, stronger currencies — that must mean progress. But that assumption quietly distorts how people think about investing, risk, and the economy. In this episode, Andy Tanner and economist Ryan Young d ... Show More

37m 19s

Apr 18

How Fear Disguises Itself As Logic In the Market

The average investor believes reacting to market movement is rational. When prices fall, you sell. When they rise, you buy. It feels responsible. It feels disciplined. But that instinct is exactly what creates poor outcomes. In this episode, the discussion challenges a deeply hel ... Show More

32m 55s

Apr 8

Why Buybacks Aren't Bullish — They're Shrinking Your Access to Wealth

Most investors see stock buybacks as a simple bullish signal. Companies are confident. Prices go up. Everyone wins. That belief is incomplete. In this episode, we unpack what buybacks actually represent beneath the surface—and why they may matter far more than most investors real ... Show More

1h 16m

Jan 2024

Why the Short Volatility Trade Is Back and Bigger Than Ever

There are plenty of one-off risks at the moment, but it seems like betting on pretty much nothing happening is more popular than ever. Investors are increasingly reaching for a wide variety of derivatives to bet against volatility. Those derivatives include one- and zero-day opti ... Show More

45m 10s

May 2023

Ep.41 Know Nothing About The Economy? This Episode's For You.

Rupal Patel is a senior economist at the Bank of England and co-author of the best-selling pop-economics book Can’t We Just Print More Money, the Bank of England’s first book in its over 325 year history. Today, Rupal advises governors at the Bank of England on their policy de ... Show More

49m 49s

Jun 2022

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 Thoughts on the Market. I'm Mike Wilson ... Show More

4m 2s

May 2023

MI272: The Crisis Isn’t Over: The Case for Deflation w/ Jeff Snider

Rebecca Hotsko interviews Jeff Snider in a discussion about the global economy and markets. They delve into topics such as the current state of the 3m10yr yield curve, which is the most inverted it has been in 40 years, and what this implies for market expectations and more! Jeff ... Show More

50m 34s

Jun 2024

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than on ... Show More

17m 39s

Sep 2022

U.S. Economy: The Fed Continues to Fight Inflation

After another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will the real economy see the effects? Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.< ... Show More

7m 37s

Aug 2022

Mike Wilson: The Increasing Risks to Earnings

With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations. -----Transcript----- Welcome to Thoughts on the Market. I'm Mike Wilson, ... Show More

4m 18s

Jan 2022

333: How To Trade The Market Bubble In 2022 - Jim Rogers

How To Trade The Market Bubble In 2022 In episode 333 of the Desire To Trade Podcast, I discuss with Jim Rogers on how to trade the market bubble in 2022. The market has been in an overbought stage for a while and full-time investor Jim Rogers knows all about it. You'll want to w ... Show More

23m 34s

No Recession...Yet