Podcast Episodes
Back to SearchUkraine: The Investment Implications of a Loser’s Game
Episode 169
Financial markets sold off last week as investors worried about a possible Russian invasion of Ukraine. Before engaging in any analysis of what this…
4 years, 8 months ago
Interest Rates: How High and How Fast?
Episode 168
So far this year, the 10-year Treasury yield has risen from 1.52% to 1.93%. This increase has been accompanied by broadly lower equity markets, with…
4 years, 9 months ago
Feddle
Episode 167
In the last few weeks, it seems everyone is playing Wordle. Each morning, a UK website posts a new game and you get six attempts to guess the five le…
4 years, 9 months ago
Housing and the Fed
Episode 166
n Saturday, at an average home, on an average road in Maplewood, New Jersey, the realtors staged an open house. Even for a January, this was a rare e…
4 years, 9 months ago
The Recession Scenario
Episode 165
Our baseline view of the world does not include a U.S. recession in the next two years. However, it is certainly possible, and investors would be wel…
4 years, 9 months ago
Shifting Fundamentals Still Point to Higher Rates
Episode 164
There is an old and much-quoted saying by the Greek philosopher Heraclitus: “A man never steps in the same river twice” – because it is not the same …
4 years, 10 months ago
Pumping the Brakes on the U.S. Economy
Episode 163
Growing up in Dublin, my parents were of the firm belief that the streets of the city were safer without David behind the wheel of a car. Consequent…
4 years, 10 months ago
The Fed turns more hawkish…for now
Episode 162
When our children were very young and they committed some transgression, we had a rule in our house. It wasn’t enough to say sorry. You had to say wh…
4 years, 10 months ago
The Great Worker Shortage
Episode 161
Despite a disappointing gain in non-farm payrolls in November, numerous recent data points show an extraordinary excess demand for workers. This exc…
4 years, 11 months ago
The Investment Implications of Omicron
Episode 160
Financial markets tumbled last week as reports spread of a new, highly-mutated variant of Covid-19 which could be more contagious than the Delta vari…
4 years, 11 months ago