The Nomination of Kevin Warsh: His Leadership and Approach May Smooth Out How We Experience Risk

In this episode we discuss how a potential Warsh-led Federal Reserve could shift away from constant forward guidance toward transparency, accountability, and cleaner price discovery—and what that may mean for day-to-day volatility across rates, FX, and equities.#Fed #MonetaryPolicy #Volatility #Mac…

Are Precious Metals Signaling Investor Worries?

In this episode, we discuss gold’s surge as a potential signal of fiscal trajectory and sovereign-risk concerns, the roles of USD weakness, central bank buying, and ETF inflows.#Gold #FiscalTrajectory #USDollar #CentralBanks #ETFs #SovereignRisk #Markets #SightLines To read this week's Sight|Lines…

Outlook 2026: Rewiring Growth Spotlight No. 3: Our Bear Case and Bull Case Scenarios for 2026

In this episode we discuss our 2026 outlook and the bull vs bear scenarios we’re tracking across AI monetization, the consumer, and the policy path. #SightLines #Outlook2026 #AI #Consumer #Policy #Markets #Macro To read this week's Sight|Lines, click here.  The views expressed in this podcast may…

Outlook 2026: Rewiring Growth: Spotlight No. 2: Our Economic and Market Outlook for 2026

In this episode we discuss our 2026 outlook and the rewiring of growth—how AI is shaping productivity and earnings, why inflation may remain above target, what to expect from the Fed, and how these forces could influence markets in the year ahead. To read this week's Sight|Lines, click here.  The…

Outlook 2026: Rewiring Growth Spotlight No. 1: A Brief Summary

In this first episode of 2026 we discuss our Outlook 2026: Rewiring Growth, reviewing the forces that shaped 2025 and the themes—from AI and policy to geopolitics and fiscal risks—that may define markets in the year ahead. To read this week's Sight|Lines, click here.  The views expressed in this …

AI at Home and at Work: Signs of Real Impact

In this last episode of 2025, we discuss how artificial intelligence has moved rapidly into the mainstream, where it is already delivering measurable productivity gains, why so many companies remain stuck in pilot mode, and what execution, governance, and reskilling will mean for long-term growth a…

The Fed Cuts Rates… And Signals a Possible Pause

In this episode, we discuss the Fed’s year-end rate cut, what the new projections reveal about internal disagreements, and why policymakers may be preparing to pause even as labor market and inflation risks remain in play. To read this week's Sight|Lines, click here.  The views expressed in this …

A Diversity Of Thinking: The Fed Will Debate, But Will It Cut?

In this episode, we look at why Fed officials are split heading into the final meeting of 2025, how the labor and inflation data shape that debate, and why markets now lean toward a quarter-point cut. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necess…

U.S. Reshoring and Nearshoring: A Sustainable Economic Tailwind

In this episode we discuss the powerful reshoring and nearshoring trend reshaping U.S. industry, the surge in long-term capital investment, and why the reindustrialization of America may be a durable economic tailwind for years to come. To read this week's Sight|Lines, click here.  The views expr…

A Credit Market Check-In: Limited Risks or Systemic Issues?

In this episode we break down credit cracks—from bank charge-offs to rising consumer delinquencies and private-credit liquidity—what matters, what’s noise, and why this systemic…at least yet. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily ref…