Podcast Episodes
Back to SearchThe Evolving Expansion
Episode 139
I recently read a book, entitled The Code Breaker by Walter Isaacson, about a revolution in gene editing prompted by the discovery of something named…
5 years, 5 months ago
U.S. Housing - Booming not Bubbling
Episode 138
In 1895, at the age of 60 and in some financial difficulties, Mark Twain embarked on a speaking tour of the British Empire to pay the bills. He later…
5 years, 5 months ago
Midterm Report Card
Episode 137
The all-boys Catholic school where I spent my formative years was a traditional establishment. The air was thick with chalk dust and a steady tensio…
5 years, 5 months ago
The Jobs Mosaic and the Outlook for Interest Rates
Episode 136
Last Friday’s April Jobs report was clearly much weaker than expected. On average, analysts expected a payroll job gain of 1,000,000, with the unempl…
5 years, 6 months ago
The Washington Menu
Episode 135
On May 22nd, my wife and I plan to eat dinner at a restaurant.
In normal times, such a news item would not exactly make the family headlines. But si…
5 years, 6 months ago
Commodities and the Risk of Inflation
Episode 134
Memories of the great inflation of the 1970s have faded in the public’s consciousness. Half of today’s population wasn’t even born when inflation st…
5 years, 6 months ago
Inflation, Taxes and the Need for Mindful Investing
Episode 133
On Friday, I had the privilege of speaking at the annual strategic investment symposium run by the College of Charleston in South Carolina. Sadly, l…
5 years, 6 months ago
Double-Dose
Episode 132
The economy is experiencing the first effects of a powerful double-dose vaccine of broad inoculation and fiscal stimulus. The reality is that foreca…
5 years, 7 months ago
The Calm before the Surge
Episode 131
It has been, by any reasonable measure, an eventful first quarter. At the start of the year, the pandemic was raging and vaccines had barely begun to…
5 years, 7 months ago
Runway for the Rotation
Episode 130
In recent months, falling political uncertainty, two powerful rounds of fiscal stimulus and the rollout of covid-19 vaccines have resulted in a long-…
5 years, 7 months ago