Podcast Episodes
Back to SearchThe Investment Implications of a Falling Budget Deficit
Episode 179
Last Wednesday, the Treasury Department announced a record monthly budget surplus for April of $308.2 billion. The report elicited no noticeable mar…
4 years, 5 months ago
Slowing Growth and the Potential for an Extended Soft Landing
Episode 178
In the movies, in order to convey the passage of time, a director will sometimes film a scene as the seasons quickly pass before your eyes. With wis…
4 years, 6 months ago
The Dollar in a World of Worries
Episode 177
In any given year, four big exogenous forces tend to have the most impact on portfolio returns, namely, earnings, interest rates, taxes and the dolla…
4 years, 6 months ago
Killing it Softly: How the Fed should Fight Inflation
Episode 176
Economic data in the week ahead should highlight a stumble in economic growth and a surge in inflation in the first quarter. While second quarter num…
4 years, 6 months ago
The Economy and Markets after a First-Quarter Roller Coaster
Episode 175
A number of years ago, as part of a team-building exercise at an overseas conference, I got bullied into taking a ride on a particularly fearsome rol…
4 years, 7 months ago
Where have all the workers gone?
Episode 174
Last Thursday, as I headed home from a conference, the car I’d booked to take me to the airport didn’t show up. Luckily there was a taxi nearby so I …
4 years, 7 months ago
Small Paddle, Big Rapids: What the Economy Could Do to the Fed
Episode 173
Despite their best intentions, the Federal Reserve sometimes appears to be trying to steer a big boat, through violent rapids, armed only with a smal…
4 years, 7 months ago
Getting Going on Monetary Tightening
Episode 172
At 5:30AM on Saturday morning, Coach Jack posted on the team Facebook page – the training run was a go. Just as well.
The Boston Marathon is now fiv…
4 years, 7 months ago
Ukraine and the U.S. Economy
Episode 171
In the week ahead, the world’s attention will continue to be focused on the horrific human consequences of the Russian invasion of Ukraine. However,…
4 years, 8 months ago
The Financial Backdrop as Ukraine Waits and Worries
Episode 170
Every winter, here in eastern Massachusetts, we are visited by Nor’easters. Each storm is plotted on weather maps days in advance. A low pressure are…
4 years, 8 months ago