Podcast Episodes
Back to SearchWill Rising Federal Debt Force Rates Higher?
Episode 246
Every January, firms throughout the financial industry, including our own, hold annual training meetings or conferences. One of the highlights of th…
2 years, 9 months ago
The Inflation Slide Looks Set to Continue
Episode 245
Among the many comments on inflation in the minutes of the last FOMC meeting was the following, rather gloomy, prediction:
Several participants asses…
2 years, 10 months ago
Balance Sheets and Resolutions
Episode 244
As one year ends and another starts, I often think about a personal balance sheet for the year gone by and make some resolutions for the year ahead. …
2 years, 10 months ago
The Investment Climate
Episode 243
As winter weather envelops the homes of New England, our thoughts naturally turn to warmer days and maybe a beach house on Cape Cod. Of course, if yo…
2 years, 11 months ago
Winter Driving: Can the Economy Keep Growing into 2025?
Episode 242
One of the least pleasant aspects of winter is driving on icy roads as the snow piles up in front of you. Long experience has taught us that winter d…
2 years, 11 months ago
The Remarkable Resilience of Corporate Margins
Episode 241
Last Wednesday, the University of Michigan released its final reading on consumer sentiment for November, with the index coming in at 61.3, up from i…
2 years, 11 months ago
Falling Tensions in a Cooling Economy
Episode 240
If you do a quick google search on the phrase “tensions rising”, you get 230,000 hits. If you search the phrase “tensions falling” you get 3,700 hits…
2 years, 11 months ago
Tracking the Inflation Slide
Episode 239
One almost unnoticed innovation in our modern world is the tracking app. Whether you’re booking a car service, enduring a long flight or just waiting…
3 years ago
Slowdown Delayed; Cooldown Ahead of Schedule
Episode 238
On August 16th, 1858, the first telegraph message was transmitted across the Atlantic on a cable newly laid on the ocean floor. The line speed was sl…
3 years ago
The Addicted Consumer
Episode 237
“We just came for one thing, too”.
Sari and I were meandering toward the checkout in a crowded Costco on Saturday morning and I was reflecting out lo…
3 years ago