Podcast Episodes
Back to SearchThe Backroads of Economic Recovery
Episode 100
In life before the pandemic, (and it seems like years ago), Sari and I would often drive from our home in Massachusetts to New York for the weekend. …
6 years, 4 months ago
The Investment Implications of a Rolling-Wave Pandemic
Episode 99
In the week ahead, as has been the case for most of the year, markets will likely take their cues from medical rather than economic data. The key que…
6 years, 4 months ago
Risks to the Market
Episode 98
In recent weeks, as stocks have rebounded strongly from their March lows, many have asked if the market has come too far, too fast. Thursday’s sharp …
6 years, 4 months ago
The Patchwork Quilt
Episode 97
In the week ahead, America will be focused on the killing of George Floyd and its aftermath. These are difficult days for our country, beset as we ar…
6 years, 5 months ago
Patterns of Recession
Episode 96
In the early days of her marriage, my mother tried to achieve the almost impossible goals established by society for a 1960s wife. Apart from tendin…
6 years, 5 months ago
Lessons from East Asia
Episode 95
On Friday, the Bureau of Labor Statistics will release the Unemployment Rate for April, which will undoubtedly be the single ugliest economic statist…
6 years, 6 months ago
Inflation risks in the wake of the pandemic
Episode 94
In the classic Roadrunner skit, the Coyote buries one ACME box of dynamite beneath a pile of birdseed, strings the wires to a detonator hidden behind…
6 years, 6 months ago
The Road to Recovery
Episode 93
Every summer when I was growing up, we would spend a week or two on holiday in the West of Ireland. These trips would always start in discomfort, as…
6 years, 6 months ago
Why the stock market isn't more worried
Episode 92
In this uniquely repetitive era for all of us, Saturday marked a first for my wife, Sari, and I. Armed with a sharp pair of scissors and with a manic…
6 years, 6 months ago
The Investment implications of the CARES act
Episode 91
Last week, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a huge package of federal spending and tax cuts, primarily…
6 years, 7 months ago