Podcast Episodes

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…

3 years 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…

3 years, 1 month 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.…

3 years, 1 month 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…

3 years, 1 month 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 …

3 years, 1 month 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 …

3 years, 1 month 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…

3 years, 1 month 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.

3 years, 1 month 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 …

3 years, 1 month 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…

3 years, 1 month ago