Thinking in Markets
VoxThinking in Markets focuses on the structure behind global markets — time, liquidity, and the interaction between futures and cash sessions. From macro instruments like rates and FX to equities across Asia, Europe, and the U.S., each episode turns complex systems into simple, durable frameworks.
| Publishes | Daily | Episodes | 202 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
Michelle and Vox explain how investors should read Canada’s Ivey PMI without treating it like a standard manufacturing PMI. Listeners will learn why Ivey is a broader economic momentum signal, how to compare it with manufacturing surveys, and what th... more
Michelle and Vox use Japan’s petrol-station charging experiments as a company case study for a larger EV question. Listeners will learn why converting fuel stations is not enough, how Japan’s hybrid-centered market slows BEV adoption, and what invest... more
Michelle and Vox explain why lower U.S.-Iran war risk does not automatically normalize the Strait of Hormuz. Listeners will learn how vessel safety, insurance, shipping schedules, oil, LNG, inflation expectations, and cross-asset pricing fit into one... more
Strong earnings can support a market rally, but the headline number is only the wrapper. Michelle and Vox explain how revenue growth, margin expansion, analyst expectations, and index concentration turn an earnings season into a usable investor signa... more
Markets are starting to reprice a soft landing without the rate cuts investors once expected. Michelle and Vox use the mid-1990s soft-landing parallel to explain what is genuinely similar, what is dangerously different, and how retail investors shoul... more
Crypto ETF flow data has become one of the easiest numbers for retail investors to follow, especially after recent swings in U.S. spot Bitcoin and Ethereum ETF flows. Michelle and Vox explain what those flows actually measure, what they leave out, an... more
The Market Transmission Chain: Michelle and Vox unpack why faster commercial loan growth does not automatically mean easy credit. Listeners will learn how rate expectations, bank standards, borrower demand, and credit quality move through the real ec... more
The Market Transmission Chain: A rising index can make a portfolio feel diversified even when the real exposure is concentrated in a small group of large stocks. Michelle and Vox explain how market breadth, equal weight, sector leadership, and mega-c... more
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Thinking in Markets launched 2 months ago and published 202 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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