Podcast Episodes
Back to SearchTime for a Fed Change of Tune
Episode 129
The pandemic has had an unfortunate impact on my piano practice.
In truth, I have never been a promising student - my musical efforts have always ra…
5 years, 7 months ago
Boil then Simmer
Episode 128
As a hungry child, growing up in a large family, some forays into cooking were essential. My early rice-making experiments, however, were exercises …
5 years, 8 months ago
Interest Rates and Equities in a Strengthening Economy
Episode 127
The week ahead will be a busy one for market-moving events and economic data. However, beyond the noise, investors will continue to mull two crucial…
5 years, 8 months ago
Interest Rates in an Early Spring
Episode 126
Long-term interest rates have risen sharply in 2021 so far, with the yield on the 10-year Treasury bond climbing from 0.93% on January 4th to 1.34% b…
5 years, 8 months ago
Investing With a Lead
Episode 125
In a year when everything has been different, it was comforting to watch an almost normal Super Bowl with Tom Brady, albeit wearing the wrong uniform…
5 years, 8 months ago
A New Year for China
Episode 124
This Friday, February 12th, marks the start of the Chinese New Year and the Chinese people, like the rest of humanity, will say a hearty good riddanc…
5 years, 9 months ago
How is the vaccine rollout progressing?
Episode 124
Following several consecutive announcements of vaccine candidate success in November 2020, markets began pricing in an end to the COVID-19 pandemic. …
5 years, 9 months ago
The Race to Full Employment
Episode 123
In two weeks, in Daytona Beach, Florida, 40 cars will compete for the most coveted prize in NASCAR. As the cars slowly circle the track in the pace …
5 years, 9 months ago
The Pandemic Crisis and the Policy Reaction
Episode 122
In most decades, there are dramatic events that interrupt the course of history and the last twenty years have seen at least three obvious examples o…
5 years, 9 months ago
The Investment Implications of Biden Rescue Plan
Episode 121
Last Thursday, ahead of the inauguration, President-elect Biden outlined proposals which, if implemented, could have profound social and economic eff…
5 years, 9 months ago