Podcast Episodes

The Market Goes Up 📈 with Ed Yardeni

Episode 117

We have a very special edition today. We have one of our favorite Wall Street strategists, Ed Yardeni, who has a research firm that we follow very, v…

3 years, 3 months ago

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Entrepreneurial Skill Does Not Equal Investment Skill

Episode 116

The market continues to go higher, despite a banking crisis. Interest rates are starting to come down. Things don’t seem as dire as once thought. We’…

3 years, 3 months ago

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Did the Fed just give banks carte blanche to mismanage your money?

Episode 115

The Fed put is back, Uncle Jay Powell’s got your back. Every bank in the country, every deposit, is basically backed by the Fed, stabilizing the enti…

3 years, 4 months ago

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Is the SVB collapse the beginning of something bigger?

Episode 114

We’ve seen some bank failures over the course of the last week and there are questions about systemic risk throughout the entire system. The Fed cont…

3 years, 4 months ago

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Trust, but diversify.

Episode 113

There’s a tug-of-war going on in the economy right now. Inflation is stubborn. Not coming down as quickly as expected. Yet the job market remains hot…

3 years, 5 months ago

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Last year’s decline was really about wringing out excess speculation.

Episode 112

We’re in the midst of earnings season and 70% of companies have beat expectations, and that seems to be the theme this year. Whatever the economists …

3 years, 5 months ago

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Is the Bond Market Playing Chicken With The Fed?

Episode 111

It’s episode 111 and the news continues to get better as we move into February. The Federal Reserve sounds like it might actually be open to a pivot…

3 years, 5 months ago

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Should investors be following the George Costanza strategy?

Episode 110

It’s episode 110 and the economic data continue to come in strong. GDP growth for the 4th quarter was better than expected. We’re seeing earnings gr…

3 years, 5 months ago

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Don’t fight the Fed? Or, don’t trust the Fed.

Episode 109

It’s episode 109, the first podcast of the year and there is a lot going on right now. Europe, emerging markets going through the roof. Interest rat…

3 years, 5 months ago

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2022 was a stinker, but 2023 might be a winner. Ep #108

Episode 108

It’s episode 108, the last episode of the year. And let’s face it, everything’s interesting. Into the end of the year. Markets are extremely volatile…

3 years, 6 months ago

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