Podcast Episodes
Back to SearchThe Fed’s Timetable
Episode 110
Turbulence defines today’s investment environment, with great waves of uncertainty surging from the pandemic, the election, fiscal policy and a slowd…
6 years ago
The Investment Implications of a Contested Election
Episode 109
For most Americans, November 3rd can’t come soon enough.
U.S. presidential election campaigns are always hideously long and this one has felt particu…
6 years, 1 month ago
The Problem with MMT
Episode 108
For most of the last 40 years, the United States, like most developed economies, has suffered from a lack of demand for goods and services. This has …
6 years, 1 month ago
The Pandemic Marathon
Episode 107
This week, I, like about 20,000 others, will attempt to complete the virtual Boston Marathon. I had signed up again with the Dana Farber Marathon Ch…
6 years, 2 months ago
An Exuberant Rally in an Incomplete Recovery
Episode 106
English, as spoken in Ireland, is full of colloquialisms, phrases which are plain and clear to the local population and entirely mysterious to visito…
6 years, 2 months ago
Average-Inflation Targeting in a Washington without Hawks
Episode 105
Washington Hawks flourished in the late 1970s and 1980s, when deficits and inflation were seen as significant threats to the nation. However, their n…
6 years, 2 months ago
The Human Implications of the Washington Stalemate
Episode 104
The title of these weekly articles often starts with, “The Investment Implications of…..”
This is usually appropriate since almost all big issues hav…
6 years, 2 months ago
The Investment Implications of the Coronavirus Debt Surge
Episode 103
Apparently, the hard-working analysts at the Congressional Budget Office threw in the towel on Friday afternoon. They were scheduled to release their…
6 years, 3 months ago
The View from the Base of Recovery Mountain
Episode 102
New GDP data released last week confirmed that the 2020 recession has been the deepest in over 70 years, with a peak-to-trough decline in real output…
6 years, 3 months ago
An Antidote to Risk
Episode 101
Last week, I was preparing for a zoom call with some of our client advisors at JPMorgan Asset Management, by reviewing a list of questions they had k…
6 years, 3 months ago