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 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.

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

Here's Why

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

Republicans and Democrats moved the boundaries of Congressional districts in an effort to bolster support ahead of the US midterms. But the blue wave of Democrat gains saw the partisan manipulation of maps largely fail to deliver. Our Opinion columnist Mary Ellen Klas joins Stephen Carroll to discuss.

Republicans and Democrats moved the boundaries of Congressional districts in an effort to bolster support ahead of the US midterms. But the blue wave of Democrat gains saw the partisan manipulation of maps largely fail to deliver. Our Opinion columnist Mary Ellen Klas joins Stephen Carroll to discuss.

Here's Why Gerrymandering Failed in the US Midterms

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/27e0c99b-a307-4880-bafe-b4fa00c923ca/transcript

The 60/40 investment strategy relies on balancing risks: when equities drop, bonds tend to gain. The approach has long been a staple for investors, but persistent inflation is damaging its appeal. Our Macro Strategist Simon White joins Stephen Carroll to discuss.

The 60/40 investment strategy relies on balancing risks: when equities drop, bonds tend to gain. The approach has long been a staple for investors, but persistent inflation is damaging its appeal. Our Macro Strategist Simon White joins Stephen Carroll to discuss.

 Here's Why The 60/40 Portfolio Is In Trouble

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f6bed8a0-5207-4585-9207-b4f300a36567/transcript

More than half a million people joined protests in France over the cost of living, with some demonstrations descending into rioting and looting. President Macron has promised a hard line, but his government is squeezed between the markets and the barricades ahead of a presidential election. Italy, Belgium and Portugal have also seen protests as weak growth and living standards fuel anger across Europe. Our Opinion Columnist Lionel Laurent joins Caroline Hepker to discuss.

More than half a million people joined protests in France over the cost of living, with some demonstrations descending into rioting and looting. President Macron has promised a hard line, but his government is squeezed between the markets and the barricades ahead of a presidential election. Italy, Belgium and Portugal have also seen protests as weak growth and living standards fuel anger across Europe. Our Opinion Columnist Lionel Laurent joins Caroline Hepker to discuss.

Here’s Why French Unrest Is A Warning For Europe

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/59130363-1669-482d-b70e-b4ec00b07921/transcript

Here's Why US Stocks Underperformed The World in 2025

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