Podcast Episodes
Back to SearchResolution and Confidence
Episode 206
The word “resolution” has multiple meanings. The most obvious at this time of the year, is a decision to behave differently going forward. In many so…
3 years, 10 months ago
The Challenged Consumer
Episode 205
My first job out of graduate school, in the early 1990s, was as the consumer economist for the economic consulting firm of DRI/McGraw-Hill, in Lexing…
3 years, 10 months ago
The Investment Implications of the Oil Slide
Episode 204
At his press conference on November 2nd, Fed Chairman, Jay Powell opined that the window for a soft landing had narrowed. This was very much in line…
3 years, 10 months ago
Redhotnot – The Investment Implications of the Job Market Mosaic
Episode 203
At 8:30AM, on the first Friday of every month, the Labor Department releases the monthly jobs report. By 8:35AM, the network scriptwriters deliver a…
3 years, 11 months ago
The Investment Implications of the Housing Slump
Episode 202
For many people, I suspect, 2022 will be a year to forget. However, for millions of home-builders, home-sellers and home-buyers, it will be remember…
3 years, 11 months ago
Recession Risks: Standing on the Edge of a Swamp
Episode 201
Markets bounced higher last week in a justifiable show of enthusiasm as the latest CPI data confirmed that inflation is indeed receding. However, ev…
3 years, 11 months ago
The Market-Moving Menu of Data and Events
Episode 200
Among the many challenges of parenthood is trying to get your kids to eat healthy food. As the children get older, the school lunchroom becomes one …
4 years ago
Lifting the Fog of Uncertainty on Growth, Inflation, Politics and Rates
Episode 199
At the peak of the railroad boom of the late 19th century, the Framingham and Lowell line was incorporated to transport goods and passengers up and d…
4 years ago
The Monetary Implications of Fiscal Drag
Episode 198
On many occasions in my adult life, I have made New Year’s resolutions to become fitter. As the days of the old year gradually dwindled and my girth…
4 years ago
The Slope of the Inflation Slide
Episode 197
The Federal Reserve maintains strict rules prohibiting FOMC members from commenting on the economic outlook or monetary policy in the 10 days precedi…
4 years, 1 month ago