About this episode
Mar 3
Fighting Words: The Energy Transition in 2026
39m 43s
Feb 5
Supply and The Mam
25m 16s
Jan 1
Eye on the Market Outlook 2026: Smothering Heights
35m 49s
Jul 2025
2025 Mid-Year Market Review: Stocks, Tariffs, AI & What’s Next
47m 28s
Apr 2025
Deep Dive: Why Trump is Waging an All-Out Trade War Against China
14m 28s
Oct 2024
Will earnings boost US stocks?
10m 53s
Apr 2025
Tariff Flip Flops Supercharge Our Animal Spirits
15m 39s
Aug 2025
Trump Targets the Fed, French Markets in Turmoil & UK Inflation Surges Again
45m 5s
Apr 2025
Market Volatility: What Lies Ahead in Trump's Trade War
13m 3s
Oct 2024
A Look Ahead: What's Next for the US Economy After the Presidential Election?
17m 45s
Apr 2025
Tariffs Crush Global Markets… And Volatility Swings Ahead Of Tomorrow’s Jobs Report 4/3/25
49m 12s
A brief note on the debt and deficit impacts of the House budget reconciliation bill, Henery Hawk and Foghorn Leghorn.
View video here
Fighting Words. This year we look at energy arguments, battles and debates: the impact of data centers on power prices, the cost of solar plus storage as baseload power, the “primary energy fallacy” that ignores waste heat, the true cost of small modular reactors, Germany’s decis ... Show More
New York City now has one of the tightest housing markets since 1960. Watch the video
In this year’s EOTM Outlook by Michael Cembalest, we focus on four risks: US power generation constraints, China on its own, Taiwan and hyperscaler profits. View video here
Markets staged a stunning rebound in the first half of 2025 - after a brutal start that saw the S&P 500 plunge into bear market territory. Anthony and Piers rewind the chaos: Trump’s tariff shock on “Liberation Day,” the inflation scare that followed, and how a market left for de ... Show More
<p>The U.S. and China just launched the most explosive trade war in decades. Tariffs are hitting 145%, markets are in chaos, and even the bond market is blinking red. In this weekend's deep dive, we break down what triggered the escalation, how China’s WTO entry set this all ... Show More
How have investors reacted to earnings reports, and what do rising rates mean for equities? Mike Washington, equities sales trader with Goldman Sachs Global Banking & Markets, discusses with Chris Hussey. He also shares some ideas on where the biggest opportunities could be today ... Show More
Last week's softening of the Trump administration's tariff policies super charged the stock market to its biggest daily gains in years, but incoherent messaging from the White House has investors second-guessing the rally in stocks and selling U.S. Treasuries and the Dollar. Plus ... Show More
Piers is back on the mic, and just in time. The markets are heating up and so is the political pressure. In this episode, Anthony and Piers unpack Trump’s latest attack on the Federal Reserve, this time zeroing in on Governor Lisa Cook with allegations of mortgage fraud. Is this ... Show More
<p>Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.</p><p><strong>Key Takeaways:</strong></p><p>What an Escalating ... Show More
Chief Investment Strategist for North America at Russell Investments, Paul Eitelman, joins the show to discuss his thoughts on the US economy and markets, whether a soft landing is possible, and how the markets will react to the presidential election.<hr><p style='color:grey; fon ... Show More
<p>Stocks are tumbling as tariffs take their toll, but will this cause the markets to reset? We’ll break down the impact on retail, international reaction, and what investors can expect in the coming weeks. Plus what to expect out of tomorrow’s jobs report, as volatility spikes a ... Show More
