Podcast Episodes
Back to SearchStocks rally, ‘Pay Attention to the Yield’ and a Stock Draft update 9/28/22
“Pay Attention to the Yield”. That’s the mantra of a veteran market watcher who says investment strategies needs to change along with this market. P…
3 years, 5 months ago
Mortgage rates top 7%, the path to recession and UK’s economic turmoil. 9/27/22
A long-time market watcher says a recession is likely and he has some names to ride out the volatility. Plus, why former Treasury Secretary Larry Sum…
3 years, 5 months ago
From ‘TINA’ to ‘TARA’, buy-the-dip backfires and a Stock Draft update 9/26/22
From TINA – there is no alternative – to TARA – there are reasonable alternatives. You just need to know where in the bond market to look to find th…
3 years, 5 months ago
Markets in turmoil, the dollar threat and an earnings recession ahead? 9/23/22
The Dow breaks below 30,000 to a new low for the year, falling into bear market territory. As stocks fall, the dollar strengthens, hitting its highes…
3 years, 5 months ago
Global rate hikes, the Main St. economy and investing in bonds. 9/22/22
Central banks around the world are hiking rates presenting investors with new opportunities in fixed income. Plus, the CEO of Valley National Bank te…
3 years, 5 months ago
The Fed Decision 9/21/22
The Fed hikes rates by another 75-basis points and is forecasting more sizable rate hikes to come. We have the decision plus reaction and analysis f…
3 years, 5 months ago
The case for a 100bp rate hike, Jay Leno’s conversation with Elon Musk and smoother sailing for cruise stocks? 9/20/22
Nomura’s senior economist makes the case for a 100-basis point rate hike by the Fed tomorrow. Plus, Norwegian cruise lines is upgraded to buy. Why t…
3 years, 5 months ago
Rising rates, the housing trade and defense as your best offense. 9/19/22
Yields surge ahead of the Fed meeting Wednesday. We’ll break down the impact on different corners of the economy and the market. Plus, the housing t…
3 years, 5 months ago
FedEx’s warning, stocks vs bonds and the Blink Charging CEO 9/16/22
FedEx’s CEO says he expects the economy to enter a worldwide recession. As investors grow concerned about the health of the economy, are bonds finall…
3 years, 5 months ago
Recession risk, confusing market and the end of work from home? 9/15/22
Will the Fed’s aggressive rate hiking strategy cause the economy to crack? s====Plus, a market veteran says this is the most confusing market she’s e…
3 years, 5 months ago