Podcast Episodes
Back to Search
Wall Street Wants To Save Your Retirement (3/27/24)
The Sentiment Index is hanging in, despite weakening regional surveys; economists see no recession in sight; bank reserves have been rising since Oct…
1 year, 9 months ago
Do Technical Measures & Valuations Really Matter
Baltimore Harbor is closed following the collapse of the Francis Scott Key Bridge, hit by an out of control freighter. Weaker Regional Economic Surve…
1 year, 9 months ago
Are Market Bubbles A Function Of Psychology (3/25/24)
Stop the re-makes of '80's movies (Roadhouse)! Markets are going into 5th straight month of gains, remaining over-bought and trading in a very narrow…
1 year, 9 months ago
Beware The Risks In Medicare Advantage Plans 2024
What do the Three Stooges and the Fed's rate cut plans have in common? Risk appetites are on the rise with the Reddit IPO; what if inflation heats up…
1 year, 9 months ago
How Will The Fed Rate Announcement Affect You (3/21/24)
Markets respond to the Fed rate announcement, indicating at least three rate cuts this year, the first one coming as soon as June. Danny & Jonathan d…
1 year, 9 months ago
The Fed's New Form Of QE (3/19/24)
There's a definite correlation between changes in stock buybacks and changes in market performance. With the closure of the stock buyback window by t…
1 year, 9 months ago
The Bull Market Trend Is Showing Some Cracks (3/18/24)
During the week we were off for Spring Break, absolutely nothing changed: There is still no reason for the Fed to cut rates, and markets have finally…
1 year, 9 months ago
Holding Long-term Bonds, but not to Maturity (3/8/24)
Market Commentary: When will rate cuts hit? Biden's SOTU Address: Get ready for higher corporate taxes and an inflation fight. The Death of the 4% Ru…
1 year, 10 months ago
Liquidity Problems Are Closer Than You Think (3/7/24)
Earnings growth are a function of economic growth; the US Economiy is de-coupled from the rest of the world, which economy is poor. The danger of def…
1 year, 10 months ago
How Inflation Is Affecting The Economy (3/6/24)
Super Tuesday seems to have locked-up the next Presidential contest pairing; economic data is not so good, yet market exuberance continues. Fed speak…
1 year, 10 months ago