Podcast Episodes
Back to SearchThe Road Back to 2% Inflation
Episode 216
It seems like a distant memory now, but in the decade before the pandemic, the main preoccupation of the Federal Reserve was boosting inflation, as m…
3 years, 6 months ago
The Real Threat to Dollar Dominance
Episode 215
Eliud Kipchoge, the only man to ever run a marathon in under two hours, is in town for next week’s Boston Marathon. In the runup to the race, reporte…
3 years, 7 months ago
The Recessionary Price of a Faster Decline in Inflation
Episode 214
In three weeks, I will once again have the honor of running the Boston Marathon as a member of the gasping geezers division of the Dana-Farber Marath…
3 years, 7 months ago
The Economic Impact of Banking Turmoil
Episode 213
A good set of brakes is a very comforting thing. A gentle tap of the foot should produce a quiet and gentle deceleration, as brake pads press up aga…
3 years, 7 months ago
The Investment Implications of a Demographic Bounce
Episode 212
One obstacle to assessing the direction of the American economy is the difficulty in getting a handle on how many people live in this country and how…
3 years, 8 months ago
Investing Beyond The Profit Squeeze
Episode 211
Over the years, my standard approach to analyzing corporate profits has been to think of them as the last slice taken from a big national income pie.…
3 years, 8 months ago
A Seasonal Surge (and its Implications for Jobs, Growth, Inflation and Rates)
Episode 210
It was 60 degrees in Acton yesterday, as our normally frigid Massachusetts winter continued to be a no-show. Not that I have any problem with this, …
3 years, 8 months ago
The Lurking Slowdown
Episode 209
There is a slowdown lurking. It is currently hiding so well, in the long grass of statistical anomaly, that many observers, including the Federal Re…
3 years, 9 months ago
A Turning Point for the Economy
Episode 208
In investing, as in life, it is important to learn from the past, appreciate the present and plan for the future. This is particularly true at turni…
3 years, 9 months ago
Debt-Ceiling Danger
Episode 207
Last Friday afternoon, amidst the lengthening shadows of a winter sun, the Treasury Secretary delivered an ominous warning: By this Thursday, the U.S…
3 years, 9 months ago