Podcast Episodes
Back to SearchThe Price of Partisanship
Episode 120
At the start of a new week and a new year, investors have plenty to think about. Despite the rollout of vaccines, the pandemic has worsened in recen…
5 years, 10 months ago
The Investment Implications of the Stimulus Deal
Episode 119
In Newgrange, just north of the River Boyne in County Meath, Ireland, there exists a giant burial tomb, constructed, it is estimated, around 3200 BC …
5 years, 10 months ago
What the Fed Can’t Fix
Episode 118
No parent can ever forget the day their child was born. From that moment on, you’re completely responsible for another, entirely helpless, human bei…
5 years, 10 months ago
The Need for Support more than Stimulus
Episode 117
A week ago, President-elect Biden hurt his foot while playing with Major, one of his rather rambunctious dogs. Following a CT scan of his injury, it…
5 years, 11 months ago
The Investment Implications of a Falling Dollar
Episode 116
Following knee-jerk flight-to-safety bounce as the pandemic struck, the U.S. dollar has fallen in recent months and is now down over 6% year-to-date …
5 years, 11 months ago
The Winter Wave and the 2021 Rebound
Episode 115
Currently, a 7-day moving average of the number of confirmed cases of Covid-19 exceeds 170,000 while a 7-day moving average of fatalities is above 1,…
5 years, 11 months ago
A Long-Term Perspective on Investing
Episode 114
Of all the challenges facing investors in this blighted year, maintaining a long-term perspective may be the hardest. In recent weeks, markets have …
5 years, 11 months ago
Mapping out the road ahead
Episode 113
There was a time, long before GPS or the need to select the accent of the artificial being that would bark driving directions at you, when people con…
6 years ago
Recovery Realities
Episode 112
A few years ago, just when I’d started training for a big race, I strained my Achilles tendon. Being an Irishman, I couldn’t, of course, bring this …
6 years ago
Reversing the Population Pause
Episode 111
It always requires discipline to look beyond the next few weeks and months and take a long-term view. In the short run, investors remain focused on e…
6 years ago