The Heat Is On – Can Europe Avoid an Energy Crisis?
All About the Business Cycle: Potential Tailwinds for European Banks
We examine why inflation and the war in Ukraine may only reinforce some of the strong business cycle trends found in the European banking sector.
Equity Risk Premium & New Market Leaders
Cambiar President Brian Barish joins the podcast again and sheds some light on the rise of equity risk premiums and what recent earnings reports are saying about stocks.
Current Market Volatility - Ukraine & Policy Effects [updated]
Our latest thoughts on Russia's invasion of Ukraine and the potential impacts to markets.