This Time Is Not Different

I’m coming to you live from Sonoma California where I’ve been attending a small business mastermind event. Today we are talking about something that, on the surface, looks like agriculture and tourism, but underneath is a case study in economic gravity. This is the result of dire ...  Show more

On today’s show we are talking about the biggest obstacle to manufacturing in the US. When I was deeply involved in the tech industry as a microprocessor design engineer, there was a culture. It’s a culture that has turned out to be unhealthy and is one of the core reasons why we ...  Show more

Recent increases in the Fed’s balance sheet may not have the same impact on money supply, growth and equities as in previous cycles.

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Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity ...

The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of the Covid-19 pandemic. It's not the first time that the Fed has undertaken 'quan ...  Show more

As markets look to recent bank failures, how are valuations for both stocks and bonds likely to change with this risk to growth?

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Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. ...

As markets contend with the recent volatility in the banking sector, global central banks face the challenge of continuing to combat inflation against this updated backdrop. Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.