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Episodes


U.S. Public Policy: Tax Provisions in the Inflation Reduction Act

Allocation, Pt. 2: The Value in Diversification

Allocation, Pt. 1: Stock & Bond Correlation Shifts

Ellen Zentner: Cooling Inflation and Shifting Labor Trends

Consumer Spending: Have Consumers Begun to Trade Down?

Sheena Shah: When will Crypto Prices Find a Bottom?

U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?

U.S. Housing: Will New Lending Standards Slow Housing Activity?

Josh Pokrzywinski: Deflationary Opportunities

What Can We Learn from Market Prices?

Turning Customers into Fans: Tim Höttges, CEO of Deutsche Telekom

Matthew Hornbach: The Fed Pivot That Wasn’t Quite As It Seemed

Jorge Kuri: Buy Now, Pay Later in Latin America

Nubank: Inside One of the World’s Largest Digital Banks

Mike Wilson: Is this the End of the Bear Market?

Europe: Why is the ECB Increasing their Rate Hikes?

Special Episode: The Next Phase of ESG

Andrew Sheets: Will High Inflation Ever End?

Graham Secker: Will European Earnings Continue to Fall?
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