More Cockroaches Under the Hood? November 3, 2025 Walter’s last update was at the very start of a government shutdown, and surprisingly, we are still here. In this month’s First Look, Walter addresses how the team is navigating a complex landscape shaped...
October 29, 2025 – BBC World Business Report Walter Todd appeared on BBC World Business Report to discuss the new hope surrounding the U.S.–China trade talks and the rapid growth of OpenAI-driven markets. He discussed how investors are betting on a positive...
October 6, 2025 “You know, we don’t—no one really knows where the economy will be….” Federal Reserve Chairman Jay Powell You know the drill by now: a quote to start us off. Chairman Powell made the one above in a response to a question at the most...
October 4, 2025 – BBC World Business Report Are layoffs in sight for federal workers? Walter Todd joined Sam Fenwick to discuss whether the Trump administration’s threat of federal job cuts was an empty threat to the Democrats or a wish for smaller...
Priced for Perfection in an Imperfect World Walter on Bloomberg Radio October 2, 2025 Walter was featured on Bloomberg Radio to unpack a market that seems like it is searching for something to grab onto. He discussed tech’s outsized influence, healthcare’s early...
