Nov 24
The Health of the Consumer
<p>I was watching a football game over the weekend and I saw a giant lineman go down. He was in obvious pain and hobbled, assisted and very slowly, to the sideline. The TV commentators, to my amazement, said he didn’t look too bad and he was probably healthy enough to return to t ... Show More
11m 46s
Nov 17
Why a 1:13 expansion feels like a 1:20 recession
<p>In our age of overwhelming technological progress, I still cling to the simpler practices of my youth. I read books rather than tablets, write with an ink pen in cursive rather than text with my thumbs, and attempt to use mental arithmetic, rather than a calculator, in solving ... Show More
11m 9s
Nov 3
The Importance of Navigation in the Dark
<p id="ember886" class="ember-view reader-text-block__paragraph">I was rewatching Apollo 13 over the weekend - a fabulous movie, by the way, if you’ve never seen it - about how, in 1970, three astronauts returned safely to Earth following an explosion on their spacecraft, two day ... Show More
11m 48s
May 2025
Slowing, Not Cracking (Ep. 134)
<p>In the latest episode of <em>Facts vs Feelings</em>, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the messy, muddy Q1 GDP report and break down why the headline number might be misleading. They also explain the disconnect bet ... Show More
47m 55s
Aug 2020
How Lebanon's economy went 'beyond the brink'
This week, Nassib Ghobril, head of economic research at Lebanon’s Byblos Bank, and Massoud Derhally, The National's business editor, join host Kelsey Warner to discuss Lebanon's precarious economic future.
In this episode:
Hassan Diab's resignation (0m 5s)
Nassib Ghobril on Le ... Show More
19m 2s
I have never been blessed with any skill in golf. However, I do have some imagination and so I can imagine a situation in which I am lining up a long and difficult putt. With well-justified humility, I wince as I strike the ball, knowing it will miss. However, even two or three seconds after sending it on its way, I realize that, surprisingly, I’m still n ... Show More
<p>On the first part of a two-part roundtable, our panel discusses why the US is likely to see a slowdown and where investors can look for growth.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><strong>Vishy Tirupattur:</strong> Welcome to Thoughts on the Market. I ... Show More
<p>I'm in a reflective and positive place as we approach Christmas.</p><p><br/></p><p>We’re celebrating an incredible year, celebrating incredible growth that goes way beyond the growth of the business.</p><p><br/></p><p>Yet at the same time, it’s super important for me that ... Show More
