Ted Benna, 'father of the 401k,' likes rules ...

Dominic Pappalardo, chief multi-asset strategist at Morningstar Wealth, discusses the firm's outlook for 2026, noting that the market has rewarded the sellers of artificial intelligence technologies, but at some point the buyers of AI technology will "need to show material gains ...  Afficher plus

Peter Chiappinelli, chief investment officer at Ballentine Partners says "When everyone is talking about a bubble, I sleep much, much better at night, because it means we're probably not in one." He makes the case that valuations are high — which could hold down potential earning ...  Afficher plus

A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.

----- Transcript -----

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

What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ...  Afficher plus

Yes, you should believe in the bull market...even if no one ELSE does! That’s the take Brian Belski, Chief Investment Strategist at BMO Capital Markets, shared with me in this week’s MoneyShow MoneyMasters Podcast. If there’s anyone whose track record speaks for itself, it’s his. ...  Afficher plus

Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook.

----- Transcript -----

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