Podcast Episodes
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From the Desk of Kelly Evans: Do they see what we see? 1/10/23
Kelly opines on the Fed’s difficult balancing act for 2023.
3 years, 3 months ago
Data Disconnect, Pockets of Opportunity, and Taking (A.I.)M 1/10/23
Inflation is receding. Jobs & GDP are growing. Even jobless claims are relatively low. And yet, yield curves are flashing a huge warning sign that a …
3 years, 3 months ago
Fed Faux Pas?, Policy Problems, and Far To Fall? 1/9/23
Despite myriad signs the economy is slowing, the Fed remains on a pre-set hawkish course. So should they switch and start pausing rate hikes? We’ll …
3 years, 3 months ago
Job Market Relief, Biogen’s Big Bet, and Stop Trying to Beat the Market! 1/6/23
Stocks rallying after wages in December grew at a slower than expected rate. We dig into what it means for the Fed and your money. The FDA expected t…
3 years, 3 months ago
From the Desk of Kelly Evans: The end of FA(A)NG 1/4/23
Kelly explains why the FANG trade has finally fizzled out.
3 years, 3 months ago
Fed Minutes on Deck, DC Dysfunction, and a Stock Picker’s Dream? 1/4/23
It’s the countdown to the Fed Minutes and everyone is wondering whether there will be signs of a fracture about what the Fed should do next. We’ll ge…
3 years, 3 months ago
From the Desk of Kelly Evans: What if the Fed jacked rates up? 1/3/23
Kelly explains why the effects of the Fed’s tightening in 2022 could finally start to be felt throughout the economy in the new year.
3 years, 3 months ago
Bulls or Bears?, The Case for Commodities, and A Rough Ride 1/3/23
Last year was miserable for stocks. And so far, this year is too. One expert says it won’t get better right away, either. But he’s finding opportunit…
3 years, 3 months ago
From the Desk of Kelly Evans: If Anyone Utters the Following Phrases… 12/30/33
Kelly discusses predictions about the stock market for 2023...and whether anybody actually knows anything.
3 years, 3 months ago
Bringing the Bulls Back, Energy’s Huge Year, and the Ad Spending Slowdown 12/30/22
All three major averages on pace for their worst year since the Great Financial Crisis, but there’s one thing that could bring the bulls back, says P…
3 years, 3 months ago