Podcast Episodes
Back to SearchThe Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23
The 2/10 yield curve is the most-inverted it’s been in 40 years, but the jobs market is incredibly strong…we dig into what the data disconnect means …
3 years, 2 months ago
“Time To Play Offense”, What’s The Plan?, and “A+” for AI 2/8/23
Stocks are off to a hot start in 2023, and that has one expert saying it’s “time to play offense.” But how long can that strategy work when the econo…
3 years, 2 months ago
From the Desk of Kelly Evans: How can margins NOT collapse? 2/8/23
Kelly explains why you can’t have higher wages and rising corporate profits in this economy.
3 years, 2 months ago
Disinflation Situation, and Microsoft’s A.I. Ambitions 2/7/23
Federal Reserve Chair just finished his live speech at the Economic Club of Washington, where he confirmed disinflationary process has begun. We’ll r…
3 years, 2 months ago
Fed Up!, Rising Tensions, and Earnings Exchange 2/6/23
Last week’s smaller rate hike from the Federal Reserve already didn’t sit well with former Fed Governor Lawrence Lindsey. And then came the shockingl…
3 years, 2 months ago
Is “Good News” Now Good News?, Apple’s Rough Report, and Media Momentum 2/3/23
We just got a blockbuster jobs report, and markets are taking it in stride. So is “good news” truly good news now? Or could the Fed apply a bigger br…
3 years, 2 months ago
From the Desk of Kelly Evans: "It always looks like a soft landing at first" 2/2/23
Kelly explains why investors flooding back into “risk-on" might be in for a rude awakening.
3 years, 2 months ago
Risk-On Back On?, Buy or Bail, and Tech-Tonic Shifts 2/2/23
Tech stocks are going bonkers again, led by Meta and helped by both earnings and the Fed. Can the rally keep going when Apple, Amazon and Alphabet re…
3 years, 2 months ago
The Market Disconnect, Debt Dilemma, and Housing Headwinds 2/1/23
We’re just an hour away from the Fed’s latest rate decision, with some big implications for your money. Markets are already gearing up for a pause or…
3 years, 2 months ago
Countdown To The Fed, Health of the Consumer, and Dis-AD-Vantaged? 1/31/23
We’re just over 24 hours from the latest Fed decision on interest rates. We’ll look at what the market wants…why the Fed will likely ignore it…and wh…
3 years, 2 months ago