Episode Appearances
Thoughts on the Market · Jan 9, 2026
Signals Align for a Growth Cycle
“Global Head of Fixed Income Research at Morgan Stanley; host and primary analyst discussing cyclical indicators and market outlook”
Global cyclical economic indicatorsCopper price movements and economic sensitivityIndustrial commodities and non-traded indices
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The AI Daily Brief: Artificial Intelligence News and Analysis · Jan 7, 2026
AI at CES is Not Just Cheesy Gadgets Anymore
AI-driven inflation risksCES 2026 AI product announcementsNvidia Vera Rubin chip architecture
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