No Recession...Yet

Does more money mean more wealth? It feels obvious. Bigger balances, higher prices, stronger currencies — that must mean progress. But that assumption quietly distorts how people think about investing, risk, and the economy. In this episode, Andy Tanner and economist Ryan Young d ...  Show more

The average investor believes reacting to market movement is rational. When prices fall, you sell. When they rise, you buy. It feels responsible. It feels disciplined. But that instinct is exactly what creates poor outcomes. In this episode, the discussion challenges a deeply hel ...  Show more

There are plenty of one-off risks at the moment, but it seems like betting on pretty much nothing happening is more popular than ever. Investors are increasingly reaching for a wide variety of derivatives to bet against volatility. Those derivatives include one- and zero-day opti ...  Show more

Rupal Patel is a senior economist at the Bank of England and co-author of the best-selling pop-economics book Can’t We Just Print More Money, the Bank of England’s first book in its over 325 year history. Today, Rupal advises governors at the Bank of England on their policy de ...

As price to earnings multiples fall and inflation continues to weigh on the economy, long term earnings estimates may still be too high as the risk of a recession rises.

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Welcome to Thoughts on the Market. I'm Mike Wilson ...

Rebecca Hotsko interviews Jeff Snider in a discussion about the global economy and markets. They delve into topics such as the current state of the 3m10yr yield curve, which is the most inverted it has been in 40 years, and what this implies for market expectations and more! Jeff ...  Show more