Higher Level Thoughts on the Outcome of the U...

The big things you need to know:First, Friday’s weaker than expected jobs report, which was still viewed as healthy by our economists, left us feeling incrementally better about Small Cap.Second, other things that jump out in our updates this week include the stall in stock marke ...  Show more

The big things you need to know:First, we reviewed the drawdowns in the S&P 500 of 11% or more dating back to 1956, an exercise that helps to clarify why US equities have been resilient recently (in particular, strong earnings and capex dynamics).Second, other things that jump ou ...  Show more

Join Moe & Javaid for a post-election episode. Our hosts will dissect the results of the 2024 presidential race and their potential impact on the financial landscape. This week Moe & Javaid analyze the market's initial reaction to Donald Trump's victory and explore the implicatio ...  Show more

Scott Galloway and Jessica Tarlov dive into the Election Day buzz and what to watch as the results start rolling in. They'll break down the final campaign twists, the surprising Ann Selzer Iowa poll, weigh in on which battleground states might tip the scales, and explore potentia ...  Show more

As the world waits with baited breath for the results of the US presidential election, we look at one big issue rarely mentioned in this campaign: today's big power struggle between the United States and China. Plus, we take a look at unelected power, revisiting Christiane's conv ...  Show more

First, we examine today's elections to fill a Supreme Court seat in Wisconsin and two vacant House seats in Florida - the first major political battles since Donald Trump returned to the White House. Plus, the president's tariffs are supposed to go into effect in less than 24 hou ...  Show more