Podcast Episodes
Back to SearchExpansion on Broadway
Episode 267
The play, entitled “Steadily She Slows”, has, from a dramatic perspective, turned out to be a dud.
It started with such a promising prologue of pande…
2 years, 4 months ago
Risks and Exposure
Episode 266
As a young lad growing up in South Dublin, I received certain geography lessons on where I could, or could not, safely roam. In particular, I was wa…
2 years, 4 months ago
The Wide and Foggy Road
Episode 265
Every three months, the 19 members of the Federal Reserve’s Federal Open Market Committee, of FOMC for short, aided, no doubt, by an army of economet…
2 years, 5 months ago
The Normalization of an Abnormal Job Market
Episode 264
For centuries, economists have extolled the almost magical properties of competitive markets. In the 1770s, Adam Smith wrote about an “invisible han…
2 years, 5 months ago
The Causes and Consequences of Gloom and Doom
Episode 263
One of the most common plotlines in all of literature is when a protagonist, overestimating the gravity of a situation, responds with a series of unf…
2 years, 5 months ago
The Investment Implications of the Federal Debt: An Update
Episode 262
The importance of any piece of economic information depends on your time horizon. For traders, the issue is how it will move markets today. For pol…
2 years, 5 months ago
Commercial Real Estate: Macro Risk or Investment Opportunity?
Episode 261
The most common scavenger bird in the western United States is the turkey vulture, more commonly called the turkey buzzard. It is a marvel of evolut…
2 years, 6 months ago
The Right Track
Episode 259
I have never been blessed with any skill in golf. However, I do have some imagination and so I can imagine a situation in which I am lining up a lon…
2 years, 6 months ago
The Causes and Consequences of More Volatile Bonds
Episode 258
Since the advent of modern financial markets, bonds have always had the reputation of being conservative – rather like an elderly family lawyer in a …
2 years, 6 months ago
The Dollar Dynasty
Episode 257
Growing up in New England, our sons had a privileged childhood as sports fans and particularly as football fans. Between 2001 and 2020, the New Engla…
2 years, 6 months ago