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| Episode | Date |
|---|---|
|
Rethink Markets: Chinese AI, small caps, and the space economy
|
Jun 10, 2026 |
|
Rethink Portfolios: Commercial real estate with Charlie Rose
|
May 29, 2026 |
|
Rethink Markets: Strong corporate earnings beat the market’s expectations
|
May 15, 2026 |
|
Rethink Now: A new era for the Federal Reserve
|
Apr 29, 2026 |
|
Rethink Portfolios: Municipal bonds with Mark Paris
|
Apr 24, 2026 |
|
Rethink Markets: The war with Iran, market indicators, and the realities of private credit
|
Apr 13, 2026 |
|
The Middle East conflict, oil prices, and market reactions
|
Mar 13, 2026 |
|
A software-driven selloff, an incoming Fed chair, and economic resilience
|
Feb 10, 2026 |
|
Discussing the future of AI with Zack Kass
|
Jan 13, 2026 |
|
Santa rallies, recovery regimes, and a K-Pop economy
|
Dec 18, 2025 |
|
The AI “bubble,” commercial real estate, and extraordinary monetary policy
|
Oct 29, 2025 |
|
The government shutdown, gold prices, and the state of the economy
|
Oct 07, 2025 |
|
Long rates, the US dollar, and the global debt market
|
Sep 16, 2025 |
|
A surge in IPOs, stablecoins, and two key sector opportunities in mid-caps
|
Aug 18, 2025 |
|
The fiscal deficit, international SMID, and the case for optimism
|
Jun 25, 2025 |
|
Trade deficits, the dollar, and diversification
|
May 06, 2025 |