Podcast Episodes
Back to SearchMonetary and Fiscal Timetables
Episode 149
Investors, in the week ahead, will have little time for financial analysis. The headlines will be dominated by the U.S. withdrawal from Afghanistan a…
5 years, 2 months ago
The Profits Wave
Episode 148
On March 23rd of last year, at the start of the coronavirus pandemic, the S&P500 briefly traded below 2,200. Since then it has more than doubled, su…
5 years, 2 months ago
The Investment Implications of a Mutating Economy
Episode 147
Much has been written about the mutating virus and how its more contagious Delta variant has spurred a surge in cases, hospitalizations and fatalitie…
5 years, 3 months ago
New Palette Same Picture
Episode 146
Every few years our talented colleagues in marketing tell us we need a new palette for the Guide the Markets. They’re right of course – staring at th…
5 years, 3 months ago
The Variants and the Vaccines
Episode 145
The week ahead will be a quiet one for economic data and a busy one for corporate earnings. It could also be a pivotal one in Washington as the Biden…
5 years, 3 months ago
Speeding More Slowly
Episode 144
My wife, Sari, was born with a lead foot.
By all rights, she should have accumulated a bountiful harvest of speeding tickets over the course of her …
5 years, 3 months ago
After the Storm
Episode 143
When my wife, Sari, was 9 years old, a tornado touched down in Grand Rapids, Michigan and destroyed most of her home.
Luckily she and her family we…
5 years, 4 months ago
The Season of Supercharged Demand
Episode 142
After a long period of absence, I’ve visited New York multiple times in the last month. Each time, the city has seemed more bustling than the week be…
5 years, 4 months ago
Why the Bond Market is Ignoring Inflation
Episode 141
Some months ago, as the snow melted off the lawn, a rabbit appeared at the end of our back yard. Our twin shih tzus, Buddy and Bruiser, spotted the i…
5 years, 4 months ago
The Fed’s Forecasts
Episode 140
Next week, the Federal Reserve holds its fourth FOMC meeting of the year. After the meeting, they will release a statement, very likely communicatin…
5 years, 5 months ago