Podcast Episodes
Back to SearchOrion's Vanneman: Storm clouds still hang over the resilient economy
Rusty Vanneman, chief investment officer at Orion, says that while the economy has done better than experts forecasts and predictions of a soft- or n…
3 years, 2 months ago
Edward Yardeni: Rolling recessions, yes, but also 'rolling recoveries'
Edward Yardeni, president and chief investment strategist at Yardeni Research, says it is possible that long-term recession predictors like the inver…
3 years, 2 months ago
Payden's Lopez on why high-yield is working in a high-rate environment
Jordan Lopez, manager of the Payden High Income Fund, says that the healthy economy -- which he sees as being able to avoid a protracted and/or deep …
3 years, 2 months ago
NFCU's Frick: Recession was never a danger, yield curve doesn't matter
Robert Frick, corporate economist at Navy Federal Credit Union, says that, in hindsight, the economy was never in real danger of a recession because …
3 years, 2 months ago
Allan Sloan, on why the economy's biggest threat isn't inflation
Financial journalist Allan Sloan -- a seven-time winner of business journalism's highest honor, the Loeb Award -- says that while it appears the coun…
3 years, 2 months ago
Cambiar's Barish: Rising cost of capital will help value stocks
Brian Barish, president and chief investment officer for Cambiar Investors, says that rising interest rates have increased the cost of capital for bu…
3 years, 2 months ago
Virtus' Terranova says we've already seen the hard landing
Joe Terranova, chief market strategist at Virtus Investment Partners, says the worst is over for the economy -- the worst being the horrible stock an…
3 years, 2 months ago
Wells Fargo's Cronk: The full (negative) impact of Fed moves hasn't hit yet
Darrell Cronk, chief investment officer at Wells Fargo Wealth and Investment Management, says the slow-developing impacts from the Federal Reserve's…
3 years, 3 months ago
Touchstone's Thomas: 'The stock market has gotten ahead of itself'
Crit Thomas, global market strategist at Touchstone Investments, says the stock market's strong run makes investors feel good, but it has gotten to a…
3 years, 3 months ago
Centerstone's Deshpande: These are the last stages of the Covid era
Abhay Deshpande, founder and chief investment officer, at Centerstone Investors says the economy is still playing out the last effects of the pandemi…
3 years, 3 months ago