エピソード

  • Fixed income, variable outcomes 2/2/26
    2026/02/02

    From Fed nominees to overall risk-tolerances, the macro picture is changing rapidly. A new approach to fixed income tools could smooth out what is likely to be a volatile 2026.


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    28 分
  • Grasping the global rally 1/28/26
    2026/01/28

    There could be much more to it than just what headlines suggest. Fundamental changes could be afoot.


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    34 分
  • Rare opportunities emerging in bonds 1/21/26
    2026/01/21

    Headlines have equity markets reeling… proving the worth of multi-asset strategies to survive the short-term. But, for the long-term, rare opportunities in bonds are opening up for the first time in a decade.


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    33 分
  • Why “big oil”…. might not be for much longer 1/12/26
    2026/01/12

    Venezuela and Iran stealing the energy sector headlines… but the bigger stories are unfolding in far different areas.


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    26 分
  • The 2026 ETF Outlook: Increasing Complexity 1/5/26
    2026/01/05

    The top trends transforming the industry and, possibly, your investments.


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    26 分
  • Low P/E Picks, Mixed Media & Tesla's ‘Monster Year’ Ahead 12/15/25
    2025/12/15

    The low P/E stocks our strategist says will benefit from the rotation. It’s ‘Game of Thrones’ for the media stocks, and Wedbush’s Dan Ives says 2026 will be a ‘Monster Year’ for Tesla.


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    42 分
  • Goldman Sachs’ big bet on defined-outcome funds 12/8/25
    2025/12/08

    Goldman Sachs announcing a plan to buy Innovator Capital Management for $2B. We get the inside perspective on where else that deal could take them… and how those types of funds of being employed more and more within the marketplace.


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    30 分
  • Caveat emptor: will retail investors get burned by their own fire for returns? 12/1/25
    2025/12/01

    A new study finds more than 90% of increasingly complex single-stock, leverage and inverse exchange traded products are owned exclusively by retail investors chasing outsized returns. Billions of dollars have been piled in. But that was in a breakneck bull market that’s showing signs of cracking.


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    32 分