Podcast Episodes
Back to SearchInvesting in World of Increasing Complexity
Episode 236
Investors in the week ahead will likely be most focused on the aftermath of the terrible attacks in Israel over the weekend. The consequences of this…
3 years, 1 month ago
The Investment Implications of a Rising Federal Deficit
Episode 235
In an idealized world of medical practice, you would go to the doctor, describe a few symptoms, undergo a few tests and then listen carefully to the …
3 years, 1 month ago
The View from the Top of Tightening Mountain
Episode 234
To tell the truth, I haven’t done much hiking up mountains recently. I did scale a few minor peaks, years ago, when our sons were in boy scouts. Ho…
3 years, 1 month ago
Worrying about Oil
Episode 233
My father worried out loud, broadcasting his concern about a wide range of issues, ranging from the suspicious surplus of toothbrushes in the upstair…
3 years, 2 months ago
Unemployment and Wage Inflation
Episode 232
Finally, traditional indicators also may be missing the mark in predicting persistent inflation. In particular, in the June Summary of Economic Proj…
3 years, 2 months ago
Letter from Wyoming
Episode 231
For almost 60 years, the British journalist and New York resident, Alistair Cooke, recorded a weekly, 15-minute radio commentary entitled Letter from…
3 years, 2 months ago
Real Rates in the Long Run
Episode 230
The only real drawback to my job is the number of flights I have to take - but this is a serious drawback when evening flights get delayed. Without t…
3 years, 2 months ago
Bull Market Investing
Episode 229
To be good long term investor, you need courage and you need brains. However, you need them in different quantities at different times. In the dept…
3 years, 3 months ago
The Soft Landing Scenario
Episode 228
As the calendar flips to August this week, consumers, workers, investors and the Federal Reserve all have reason to be pleased with recent data. Stoc…
3 years, 3 months ago
The Inflation Perfectionists
Episode 227
The pandemic was my excuse to abandon piano lessons.
It wasn’t that I wouldn’t practice or didn’t enjoy pounding away on the keyboard. The problem …
3 years, 3 months ago