Jackson Hole Tests the Fed’s Framework
Investors are keeping a close eye on Jackson Hole for signals on the economic outlook and the path for rates. Our Chief U.S. economist Michael Gapen joins Global Head of Macro Strategy Matthew Hornbach to discuss whether markets get what they want—or what the Fed needs.Read more insights from Morga…
Breaking Down the Fed’s New Course
In the first of a two- part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss the outcome of the Jackson Hole meeting and the outlook for the U.S. economy and the Fed rate path during the rest of the year. Read more insights from Morgan Stan…
Global Economy: Fall Outlook for Rates and the Economy
Heading into the end of the year, questions remain around Treasury yields and the neutral interest rate.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Chief Global Economist. Guneet Dhingra: And I'm Guneet Dhingra, Morgan Stanley's Head…
Lung Cancer Surgery: What I Wasn't Prepared For | Part 3
"I was not prepared for what happened." What is recovery from lung cancer surgery really like? In the third episode of Facing Cancer with Eyes Wide Open, Dorthy Shore shares the difficult first days, the encouraging news, and the questions that remained after her surgery. Joining her Crazy Good Age…
What Could Q4 Bring for Interest Rates, Equities and Portfolio Positioning?
Strong economic growth and rising interest rates pulled financial markets in different directions during the third quarter. Capital spending supported business activity and corporate earnings, but a sharp increase in bond yields pressured valuations and limited stock market gains. Heading into Q4, …
U.S. Takes 10% Stake in Intel, Powell’s Jackson Hole Speech + OnlyFans’ $7B Boom
Ed is joined by Justin Wolfers, professor of public policy and economics at the University of Michigan, to unpack the U.S. government’s deal to become Intel’s largest shareholder. Then, Ed breaks down the key takeaways from Fed Chair Jerome Powell’s Jackson Hole speech. And finally, he dives into t…
Storm News 11/5/2026: Financial CEO James Early Analyzes Vail Resorts' Stock
Who
James Early, CEO of Curia Financial, which will soon be known as Alpine House Research
Date Recorded
Nov. 5, 2026
The Takes Up Top
I briefly discuss Indy Pass’ rad new destination upgrade, which gives skiers an extra three days to split among 13 destination resorts in North America and Europe s…
Ep.36 - Selling Snow Intelligence with Doug Pierini of Jackson Hole
Ok, something a little different for you this week. We're working on creating a shorter show format to go along with our full-length episodes. We're calling it Selling Snow Intelligence. Each Shorter sub-30-minute episode features just the top 5 pieces of actionable insights from the episode to lea…
Nvidia at 8% of the S&P, War Is Force One on Bonds, Diesel at $5.68
This is a free preview of a paid episode. To hear more, visit uncompressedintel.substack.com
Nvidia is now ~8% of the S&P 500 and worth $5.3 trillion — 16.3% of U.S. GDP, larger than five of eleven sectors. The 10-year is being driven first by war-linked diesel inflation, then by $40 trillion of de…
Storm News 11/9/2026: Ikon Adds Mountains, Sipapu GM Bradley on Mega-Expansion
Who
John Paul Bradley, General Manager of Sipapu Ski and Summer Resort, New Mexico
Date Recorded
Nov. 9, 2026
About Sipapu
Owned by: Mountain Capital Partners, which also owns:
Year founded: 1952
Pass affiliations: Unlimited on Power Pass, Power Pass Select, and Power Pass Core
Base elevation: 8,20…
موتور جستجوی پادکست
می توانید از وب سایت ما برای جستجوی پادکست های3,834,470و قسمت های197,263,117بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
سرمایه‌گذاری روی دانش بیشترین بازده را دارد؛ پس پادکست گوش می‌دهم.
‐ Benjamin "Llamacorn" Franklin
ویرایش
از کمک شما برای بروز نگهداشتن پایگاهدادههای پادکست سپاسگزاریم
