Despite hitting repeated record highs, US stock indexes have actually underperformed markets elsewhere in 2025. Our Senior Equity Strategist Michael Msika joins Stephen Carroll to discuss what drove this trend, and the expectations for 2026.

Despite hitting repeated record highs, US stock indexes have actually underperformed markets elsewhere in 2025. Our Senior Equity Strategist Michael Msika joins Stephen Carroll to discuss what drove this trend, and the expectations for 2026.

Here's Why: Where we explain one news story in just a few minutes with help from our experts at Bloomberg. 

Here's Why: Where we explain one news story in just a few minutes with help from our experts at Bloomberg.&nbsp;

Alix Steel and Paul Sweeney harness the power of Bloomberg Intelligence to provide company and industry research.

Here's Why

Here’s Why answers the questions behind today’s biggest news stories in just a few minutes.

Each episode starts with a simple question and gets straight to the point. Why do nuclear arms treaties still matter. What is behind the recent weakness in the US dollar. How are artificial intelligence and global politics reshaping power and markets. Using expert reporting and clear analysis, Here’s Why explains what is happening, why it matters and what to watch next.

Episodes unpack nuclear security, shifts in global markets, the race to build AI infrastructure, political change in Europe and China’s thinking on Ukraine and Taiwan. The focus is always on clarity, not complexity. Insight without overload.
If you want to understand the world without getting lost in it, this podcast is for you. 

If you want to understand the world without getting lost in it, this podcast is for you. You have questions. We have answers.

Here&rsquo;s Why answers the questions behind today&rsquo;s biggest news stories in just a few minutes. Each episode starts with a simple question and gets straight to the point. Why do nuclear arms treaties still matter. What is behind the recent weakness in the US dollar. How are artificial intelligence and global politics reshaping power and markets. Using expert reporting and clear analysis, Here&rsquo;s Why explains what is happening, why it matters and what to watch next. Episodes unpack nuclear security, shifts in global markets, the race to build AI infrastructure, political change in Europe and China&rsquo;s thinking on Ukraine and Taiwan. The focus is always on clarity, not complexity. Insight without overload. If you want to understand the world without getting lost in it, this podcast is for you. If you want to understand the world without getting lost in it, this podcast is for you. You have questions. We have answers.

Here's Why US Stocks Underperformed The World in 2025

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7d70732f-383d-47e2-b260-b3b800b429aa/transcript

After a blistering rally in 2025, the price of silver has seen major volatility so far in 2026. While investors are questioning the value of buying gold as a haven trade, silver's strengths and weaknesses are more complex. Our reporter Charlie Wells joins Stephen Carroll to discuss.

After a blistering rally in 2025, the price of silver has seen major volatility so far in 2026. While investors are questioning the value of buying gold as a haven trade, silver's strengths and weaknesses are more complex. Our reporter Charlie Wells joins Stephen Carroll to discuss.

Here's Why Buying Silver Is a Tricky Trade

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b8a6c0c6-4f34-4757-ae67-b42000b2ea89/transcript

The war in the Middle East has roiled oil and gas markets. The unrest and price spikes are another argument for why renewable energy like solar and wind — produced at home and insulated from external tensions — is a more secure bet. But experts warn that the picture is more complicated. Our senior climate reporter and host of the 'Zero' podcast, Akshat Rathi, joins Stephen Carroll to discuss.

The war in the Middle East has roiled&nbsp;oil and gas&nbsp;markets. The unrest and price spikes are another argument for why renewable energy like solar and wind &mdash;&nbsp;produced at home and insulated&nbsp;from external tensions &mdash;&nbsp;is a more secure bet. But experts warn that the picture is more complicated. Our senior climate reporter and host of the 'Zero' podcast, Akshat Rathi, joins Stephen Carroll to discuss.

Here's Why the Iran War Resets the Energy Transition

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/86dab8ea-5c97-4cf2-9438-b41a00ae5572/transcript

In times of geopolitical turmoil, investors look for somewhere safe to put their money. US President Donald Trump's trade war helped to fuel a record rally for gold in 2025, but the Iran war is pushing investors to shelter in different places. Joe Weisenthal from Bloomberg's Odd Lots podcast joins Stephen Carroll to discuss.

In times of geopolitical turmoil, investors look for somewhere safe to put their money. US President Donald Trump's trade war helped to fuel a record rally for gold in 2025, but the Iran war is pushing investors to shelter in different places. Joe Weisenthal from Bloomberg's Odd Lots podcast joins Stephen Carroll to discuss.

Here's Why the Iran War Is Prompting a Safe Haven Rethink

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f087a6e7-e6ba-427a-86d0-b41300ac00fb/transcript

Here's Why US Stocks Underperformed The World in 2025

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