logo
episode-header-image
Aug 2024
1h 1m

Wellington's Khurana: Broad election res...

CHUCK JAFFE
About this episode
tail spinning
Up next
Yesterday
Northwestern Mutual's Stucky on why earnings growth overcomes headline risks
Matt Stucky, chief portfolio manager for equities at Northwestern Mutual Wealth Management, says in the Market Call that scary headlines over higher gas prices, inflation and war haven't created a significant headwind to overcome the solid earnings growth picture. Stucky adds tha ... Show More
1h 2m
Apr 30
Rayliant's Hsu on a resilient market that is 'separated from reality'
Jason Hsu, chief investment officer at Rayliant Global Advisors, says that "thee's the real economy and there's what the S&P 500 and Nasdaq are measuring" and they're different, which is why it's "not crazy for the stock market to reflect something almost separated from reality." ... Show More
1 h
Apr 29
Water Tower's Severson: The economy sees $75 oil 'as the new $60'
Shawn Severson, chief executive officer and the head of market and thematic research at Water Tower Research, says that oil futures prices looking out into 2027 and reacting as if "$70 is the new $60," a sign that the market does not think any oil shock will be long-lasting. Mean ... Show More
58m 51s
Recommended Episodes
Nov 2024
Pricing In the Likely Republican Sweep
<p>With the Republican party&nbsp;poised&nbsp;to clinch control of the White House and Congress, our CIO and Chief US Equity Strategist says markets are readying for a lighter regulatory environment, supportive tax policy and a possible rebound in investor enthusiasm.</p><p><br>< ... Show More
4m 17s
Oct 2024
What’s Boosting Cyclical Stocks?
tail spinning
3m 53s
Aug 2024
Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. -- This interview with George Robertson and Mel Mattison explores why deficit spending will send stocks and risky assets higher. We also discuss the ... Show More
2h 35m
Mar 2025
Market Volatility Raises Risk-On or Risk-Off Question
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ... Show More
34m 9s
Oct 2024
How the US Election Could Upset Credit Markets
tail spinning
4m 8s
Nov 2024
Investor Expectations After the US Election
tail spinning
3m 55s
Aug 2025
Why Stocks Get Ahead of the Fed
<p>Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S.&nbsp;Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.</p><p><br></p ... Show More
4m 10s
Apr 2025
What Should Investors Expect from Earnings Season?
<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins.</p><p><br></p><p>Read more&nbsp;<a href="https://www.morganstanley.com/ideas?cid=mg-SM_CORP-insights-17607" rel="noope ... Show More
3m 56s
Nov 2023
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More
1h 3m
Mar 2025
Fed Holds Rates Steady, Cuts 2025 Growth Projection
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Veronica Willis, Global Investment Strategist at Wells Fargo Investment Institute, discuss Federal Reserve officials holding their benchma ... Show More
47m 34s