Cameron Dawson, Chief Investment Officer, New...

Kris Abdelmessih, author of the MoonTower Substack and founder of the options analytics firm MoonTower.ai., has spent years thinking about option pricing, volatility regimes, and the mental math traders use to translate volatility into price. In this context, it was great to welc ...  Show more

As Chairman and CEO, Zach Buchwald leads Russell Investments, a firm overseeing $370bln in client assets and celebrating its 90th anniversary in providing portfolio management services to institutions and individuals. Zach details the open-architecture model utilized at Russell, ...  Show more

After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks.

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

Rapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from here?

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

A string of hawkish comments, a rise in inflation rates in Europe and a strong US employment report last week had market participants worried that interest rates were set to stay higher for longer than they had hoped, putting stocks and bonds on course for one of the worst sta ...

David Faber, Leslie Picker and Mike Santoli kicked off the show with look at the markets as the Dow aims to post a fourth straight weekly gain. They focused on what you should make of the "stealth correction", featuring some of the areas in the underlying market that have experie ...  Show more