Podcast Episodes
Back to SearchSunday, August 31st. 'Beat and Raise' momentum.
Episode 302
Earnings season is wrapping up, and the results are promising. FactSet reports that 81% of S&P 500 companies surpassed earnings expectations, with 58…
1 year, 1 month ago
Sunday, August 24th. Housing blues.
Episode 301
The housing market grapples with low builder confidence due to high mortgage rates and regulatory costs, alongside rising starts, falling permits, an…
1 year, 1 month ago
Sunday, August 17th. Inflation's Down. Will The Fed Cut?
Episode 300
Inflation seems to have gone down to a manageable level. Does the Fed agree? And does the 4% rule still apply? Business sales transitions are an oppo…
1 year, 2 months ago
Sunday, August 10th. Who’s ready to win—or lose—under the new rules?
Episode 299
The year started with major uncertainties in tax, trade, and Federal Reserve policies, which are now mostly resolved. The focus has shifted to how th…
1 year, 2 months ago
Sunday, August 3rd. Jobs and trade policy.
Episode 298
Rather than a trade war, which implies retaliation, we'll examine the latest trade policy developments and analyze Friday's jobs report. Our ongoing …
1 year, 2 months ago
Sunday July 27: Impacts of the Big Beautiful Bill
Episode 297
The markets stay hot. Brian discusses the difference between emotions and goals. The Big Beautiful Act changes Obamacare premiums. Understanding the …
1 year, 2 months ago
Sunday, July 20th. Looking ahead: Dog days.
Episode 296
Despite challenging weather, the economy could gain momentum once the tariff "deadline" passes, with the One Big Beautiful Bill’s tax incentives spur…
1 year, 3 months ago
Sunday, July 13th. Remaining uncertainty centers on tariffs
Episode 295
The NFIB Small Business Optimism Index dipped slightly in July, with "taxes" emerging as the top concern for small businesses—though recent policy ch…
1 year, 3 months ago
Sunday, June 6th. A surprisingly strong June jobs report.
Episode 294
Economists anticipated a slowdown in job growth due to uncertainties surrounding trade and fiscal policies, but the data tells a different story. Bri…
1 year, 3 months ago
Sunday, June 29th. Inflation: Maybe not so much?
Episode 293
The Fed initially suggested that tariffs would gradually raise prices while slowing growth more gradually. However, recent trends show growth declini…
1 year, 3 months ago