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Our latest #OnInvesting# podcast episode has dropped, on which @CollinMartinCS and I dissect the latest Fed meeting, as well as concerns about AI infiltrating both the equity and bond market:
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Our latest #OnInvesting# podcast episode has dropped, on which @CollinMartinCS and I examine Treasury yields’ sharp swings, what stubborn inflation could mean for Fed policy, and why bonds can still provide income and diversification even as rates remain elevated … we also dig beneath the surface of earnings season:
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Our latest #OnInvesting# podcast episode has dropped, on which @CollinMartinCS and I explore hotter-than-expected inflation and why investors should remain focused on quality as higher rates pressure more interest-rate-sensitive companies. Colin also sits down with @TCWGroup Chief Investment Officer Bryan Whalen to chat about the unprecedented wave of spending on AI infrastructure and data centers.
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Our latest #OnInvesting# podcast episode has dropped on which @CollinMartinCS and I riff on markets and I sit down with the always-insightful @NelaRichardson from ADP to talk all things jobs-related
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Our latest #OnInvesting# podcast episode has dropped on which @CollinMartinCS and I chat about bond yields, the yield curve, and weak stock market breadth; and I sit down with the always-insightful
Eric Liu from @vandaresearch, who discusses Vanda’s latest upgrade to their view on equities:
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Our latest #OnInvesting# podcast episode has dropped, on which @CollinMartinCS and I focus on what rising interest rates are really signaling, why stock market strength is masking weakness in breadth beneath surface, and how investors should think about bond allocations in higher-for-longer rate environment:
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Our latest #OnInvesting# podcast episode has dropped, on which @CollinMartinCS and I dish on the #Fed# meeting and Warsh’s presser
Our latest #OnInvesting# podcast episode has dropped, on which I share tidbits of lessons learned from my 40 years on Wall Street, @CollinMartinCS and I chat about rising yields, and I sit down with the always-insightful Ivy Zelman to talk about all things housing
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Our latest #OnInvesting# podcast episode has dropped on which @CollinMartinCS and I dish on Warsh’s hawkish JH speech:
Our latest #OnInvesting# podcast episode has dropped, on which @CollinMartinCS and I dish on markets, Fed vs. Treasury, and Warsh’s big speech this morning
