Podcast Episodes

The Fed’s Dilemma, Bitcoin’s Big Moment, and Red Flags Ignored? 3/20/23

The latest FOMC meeting is set to kick off tomorrow. Will they hike, or will they pause? Are there even any good options here, as questions on the he…

2 years, 9 months ago

Why Pivot Talk is “Rubbish,” Muni Bond Red Flags, and the Bearish Options Signals 3/17/23

Jefferies’ David Zervos says despite the financial instability, the Fed will continue to tighten. He tells us why the talk of a pivot is “rubbish.” F…

2 years, 9 months ago

The Fed’s Next Move, The Banks & Housing, And a Capital Infusion for First Republic? 3/16/23

The European Central Bank going full steam ahead despite global banking turmoil….so did the ECB just set the tone for the Fed next week? We look at w…

2 years, 9 months ago

The SVB Fallout Continues 3/15/23

Another day of banking concerns is dragging down markets. Credit Suisse appears to be the latest bank on the brink, as the Saudi National Bank says i…

2 years, 9 months ago

The Problem with Pausing, Charles Schwab CEO, and Bet on Housing? 3/14/23

Wall Street is reeling from the bank collapses we’ve seen over the past week, with many now calling for the Fed to pause rate hikes as a result.

But f…

2 years, 10 months ago

The SVB Fallout 03/13/23

Both SVB & Signature Bank are now out of business, while First Republic has secured funding from J.P. Morgan & The Fed. A major issue has been the sa…

2 years, 10 months ago

The Fed & The Financials 3/10/23

Regulators just shut down Silicon Valley Bank, also known as ‘SVB Financial,’ in the largest U.S. bank failure since the 2008 financial crisis. Share…

2 years, 10 months ago

Fed & the Financials, Biden’s Budget, and Labor Pains 3/9/23

Banks under pressure…two stocks in particular making news today. It’s for different reasons, but both highlighting concerns about the banking system.…

2 years, 10 months ago

Unnecessary Recession?, Rates & Real Estate, and “No Soft Landing” 3/8/23

It’s Day 2 on Capitol Hill for Jerome Powell, with more of the same message: the data will determine what the Fed does next.

Mohamed El-Erian says wha…

2 years, 10 months ago

“Stay the course until the job is done” 3/7/23

Fed Chair Jerome Powell just wrapped up his semi-annual testimony before the Senate baking committee, saying the Fed will “stay the course until the …

2 years, 10 months ago