Hancock's Roland: This extended cycle is comi...

Darrell Cronk, chief investment officer at Wells Fargo Wealth & Investment Management, says he expects inflation will top 4% during the summer, which will put pressure on the Federal Reserve to hike interest rates, but that could dramatically increase the potential for recession ...  Show more

Adam Rozencwajg, managing partner at Goehring & Rozencwajg — a firm that focuses on natural resource investing — says that the war in Iran has already created "the most severe shock to energy markets in history," which he says is three times more severe in terms of barrels produc ...  Show more

On todays episode, Bob Elliott CIO at Unlimited Funds & Mike Green Chief Strategist at Simplify Asset Management join the show for a discussion on the late cycle slowdown coming throughout the end of 2023 & into 2024.We discuss the impact of passive investing & to what degree ear ...  Show more

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ...  Show more

Stocks hold steady as tariff uncertainty continues. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how policy deferrals, earnings resilience and forward guidance are driving the market.

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Our Head of Corporate Credit Research Andrew Sheets recaps an exceptional year for credit — but explains why 2025 could be a more challenging year for the asset class.

----- Transcript -----

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