Feb 4
Will Trump's New Fed Chair Crash Markets? | Joseph Wang
Joseph Wang joins the show to break down the implications of Kevin Warsh’s Fed Chair nomination, debate QE versus balance-sheet restraint, explore shifting views on central bank independence, and unpack what all of this means for rates, markets, and inflation going forward.. Enjo ... Show More
47m 31s
Jan 30
The Fed Is Background Noise While Markets Reprice Reality | Weekly Roundup
This week, we discuss a sleepy Fed meeting, why policy signals feel increasingly irrelevant, and what’s really driving the generational metals squeeze. We also dig into AI capex killing buybacks, market structure cracks, the future composition of the Fed, and where traders are fi ... Show More
1h 1m
Jan 28
Finding The Next Perfect Trade | Alex Gurevich
In this episode, former Managing Director of global macro trading at JPMorgan and bestselling author Alex Gurevich joins the show to discuss his updated book The Next Perfect Trade, unpacking what actually makes a good trade across regimes. We also cover how to express trades, pr ... Show More
53m 1s
Jan 2025
Yardeni Research's Eric Wallerstein: Stock Market at a Crossroads
The stock market is at a crossroads. After the strongest back-to-back years for the S&P 500 since the late 1990s, investors are wondering what to expect in 2025. Will higher productivity, stronger earnings, and D.C. deregulation win out and propel equities higher? Or will higher- ... Show More
17m 22s
Jul 2024
7-24-24 How To Invest - Or Not - In A Presidential Election
Lance Roberts provides a preview of Q2 GDP results, Temp hiring is tapering, and rising credit card delinquencies (because of unemployment) suggesting economic stress. A three year experiment in Universal Basic Income is an epic failure. Google earnings beat estimates, but YouTub ... Show More
46m 9s
Aug 2019
Why Les Nanberg expects a recession before this year ends
Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more d ... Show More
59m 38s
Oct 2025
Why October could be make or break for the markets
A rate cut may sound bullish, but it can signal deeper problems. On Yahoo Finance’s Trader Talk, Kenny Polcari and strategist Barry Knapp explain why the Fed’s move highlights consumer slowdown, slight bank pressure, and tariff margin risk. They break down the sectors to buy, inc ... Show More
24m 44s
In this episode, Eric Basmajian joins the show to break down the business cycle, how the cyclical economy impacts the broader economy, and the housing sector’s role in the business cycle. We also delve into the strong GDP numbers, how to measure the labor market and interpret revisions, and much more. Enjoy!
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Follow Eric Basmajian: https://x.com/epbresearc ... Show More
<p>A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, ... Show More
