The MOU and Warsh: A Changing Macro Landscape

Despite very average economic performance, consumer sentiment remains at extraordinarily low levels. While there are many interesting aspects to this phenomenon, one is of particular relevance to investors. As we show on page 32 of the Guide to the Markets, peaks and troughs in c ...  Show more

In the pantheon of running injuries, there is a well-established hierarchy. A recreational runner, finishing any marathon, or exerting themselves at half that distance, can expect to come down with delayed onset muscle soreness, otherwise known as DOMS. Starting from barely a twi ...  Show more

After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten Guerra and Mary Long discuss: - How experiential shopping has lifted Dick’s Sporting Goods. - Two paths forward for Kohl’s. - Why Lemona ...  Show more

The Federal Reserve stands at a crossroads, poised to make its most consequential decision in years. Will rate cuts deliver the economic jolt everyone's hoping for, or are we in for a bumpier ride? Join TCW's David Vick as he sits down with Global Rates experts Jamie Patton an ...

A satisfying career requires that we make thoughtful decisions, through self-reflection and strategic planning. But sometimes (like in 2021) plowing through our jobs day after day is the only thing that feels manageable. A reunion with three guests starts a conversation about the ...  Show more

– Pain for Optus customers... and the business

– Interest rates heading higher... unless the government acts

– The hidden opportunities in a slowing economy

– The anti-Nudge

See omnystudio.com/listener fo ...