Podcast Episodes
Back to SearchThe Recession that Didn’t Bark
Episode 196
A famous Sherlock Holmes story concerns the abduction of a race horse and a guard dog that didn’t bark. For those who haven’t read the story, I’ll s…
4 years, 1 month ago
The Scales of Fundamentals and Price
Episode 195
In weighing the value of any security, the scales of financial markets are supposed to maintain a fine balance between fundamentals and price. The p…
4 years, 1 month ago
Why the Fed should worry less about sticky inflation (but probably won’t)
Episode 194
When future historians reflect upon the current age, they might call it “the worry years”.
As America emerges from the pandemic, there are still seri…
4 years, 1 month ago
Why the Fed should worry less about sticky inflation (but probably won’t)
Episode 194
When future historians reflect upon the current age, they might call it “the worry years”.
As America emerges from the pandemic, there are still seri…
4 years, 1 month ago
Job Openings, Recession Risks and Prospects for a Fed Reversal
Episode 193
On Saturday, Sari and I made our annual pilgrimage to Kimballs for lobster roll. Kimball Farm, which started as an ice-cream stand in Westford, Mass…
4 years, 2 months ago
The Investment Implications of Jackson Hole
Episode 192
Whatever else anyone may say about Jay Powell’s much-awaited speech in Jackson Hole, it had two distinct virtues. It was clear and it was brief, runn…
4 years, 2 months ago
A Line in the Sand on Inflation
Episode 191
The phrase “drawing a line in the sand” has an unhappy history. In the U.S., it is said to have originated with Colonel William B. Travis, who drew …
4 years, 2 months ago
The Global Inflation War
Episode 190
Normally, the great challenge in talking about the global economy is finding a theme. The economic fortunes of nations are usually driven by such a …
4 years, 2 months ago
The Inflation Cold Front
Episode 189
After weeks of steamy hot temperatures, a cold front is set to move through the Boston suburbs on Tuesday. While the relief will be nice, in truth, t…
4 years, 3 months ago
The Inflation Cold Front
Episode 189
After weeks of steamy hot temperatures, a cold front is set to move through the Boston suburbs on Tuesday. While the relief will be nice, in truth, t…
4 years, 3 months ago