Podcast Episodes
Back to Search“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
Fed vs. Markets, Buy or Bail?, Bull vs. Bear 3/6/23
Stocks are higher, even as the yield curve flashes a worsening recession warning. Are investors growing complacent? Will Jerome Powell address it on …
2 years, 10 months ago
Toss Out the Rules?, Risky Business, and the China Conundrum 3/3/23
Everyone’s talking about whether or not the Fed needs to take interest rates to 6% now. But what if even that number is too low?
According to the “Tay…
2 years, 10 months ago
From the Desk of Kelly Evans: Should you rotate out of index investing? 3/3/23
Kelly explains why the traditional portfolio might not survive in this economic environment.
2 years, 10 months ago
Data Delusion. Invest Overseas?, and “Burn the Boats” 3/2/23
Is the Fed making decisions based on increasingly imprecise jobs data? One of our guests says “yes.” We’ll look at the issues, and potential fallout …
2 years, 10 months ago
The Exchange 3/1/23
Tesla holding its investor day, but could Tesla’s current competitive advantage become its weakness?
The long-time best-performer on the S&P citing f…
2 years, 10 months ago
From the Desk of Kelly Evans: Are rates now going to 6%? 2/28/23
Kelly explains why the Fed could continue tightening much, more more.
2 years, 10 months ago
Ready For Prime Time, International Warning Signs?, and $400 Billion on The Docket 2/28/23
One of the few issues with bipartisan support in congress is heading for prime. Tonight will mark the first hearing from the House Select Committee o…
2 years, 10 months ago
From the Desk of Kelly Evans: The small business problem 2/28/23
Kelly explains why the small business boom may be coming to an end, and what that means for the broader economy.
2 years, 10 months ago
The Read on Rates, and No Pause, No Problem? 2/27/23
Do rates actually matter to the stock matter anymore? One of our guests says “yes,” and that yields need to stop rising to trigger a new bull market.…
2 years, 10 months ago