Podcasts · Investing

Thoughts on the Market

1,281 episodes · 4 with AI analysis

AI Intelligence · across all analyzed episodes

People · top 9

Dan Toscano Brian Nowak Vishy Tirupathor Michael Zizis Nicolas Maduro Ariana Salvatore Andrew Percocco Mike Wilson Andrew Sheets

Companies · top 8

Morgan Stanley×4 Tesla Lyft Waymo RJR Nabisco Uber Bain Capital Zoox

Topics · top 10

Venezuela Political Crisis and U.S. InterventionGlobal Oil Markets and Supply RiskEmerging Market Sovereign CreditUSMCA Trade Agreement ReviewU.S. Foreign Policy and MultipolarityExecutive Authority vs. Congressional PowerGeopolitical Risk PremiumsVenezuela Sovereign BondsMexican Trade Policy and Chinese InvestmentColombian Economic Exposure

Analyzed Episodes

Jan 6, 2026

How Venezuela Events Could Affect Markets and Policy

Venezuela Political Crisis and U.S. InterventionGlobal Oil Markets and Supply RiskEmerging Market Sovereign Credit

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Jan 7, 2026

A Revolution in Credit Markets

Leverage Lending Guidelines and Regulatory RelaxationPrivate Credit Market Evolution and GrowthDigital Infrastructure Financing

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Jan 8, 2026

Driverless Cars Take the Fast Lane

Autonomous Vehicle Market Expansion 2026Waymo vs Tesla Competitive PositioningAutonomous Vehicle Safety Metrics and Data

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Jan 9, 2026

Signals Align for a Growth Cycle

Global cyclical economic indicatorsCopper price movements and economic sensitivityIndustrial commodities and non-traded indices

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