Podcast Episodes
Back to SearchHolding an economy in suspended animation
Episode 90
The problem with COVID-19 is that it is both sufficiently contagious and sufficiently lethal to exact a terrible human toll. This toll, as can be se…
6 years, 7 months ago
The Investment Implications of COVID-19 ; an update
Episode 89
The spread of COVID-19 continues to have a dramatic impact on lifestyles, economic activity, monetary and fiscal policy, and financial markets.
6 years, 7 months ago
The year of the virus
Episode 88
2020 has quickly become the year of the virus. It should, of course, first be recognized that, for some families around the world today and, sadly pr…
6 years, 8 months ago
When Markets drift apart
Episode 87
Springing to life nearly a mile above sea level, the Zambezi River gathers strength, speed and tributaries for more than two hundred miles before hur…
6 years, 8 months ago
Adjusting strategy for slower growth
Episode 86
Despite a strong January jobs report, real economic growth is continuing to decelerate in the first quarter of 2020 and could fall below 2% year-over…
6 years, 8 months ago
Virus
Episode 85
Last week, I decided to avoid shaking anyone’s hand. It’s not that I have a virus. It’s just that my job, which involves lots of plane travel and ha…
6 years, 9 months ago
Getting to 21 without going bust
Episode 84
Among the card games of my misspent youth was a game called Pontoon. The rules of Pontoon are very similar to Blackjack – the object is to get as clo…
6 years, 9 months ago
Stable Growth, Fading Risks and Rising Valuations
Episode 83
On economic news, the December Jobs report generally suggested stable growth. The payroll job gain, at 145,000, was slightly weaker than consensus bu…
6 years, 9 months ago
Understanding Underreaction
Episode 82
25 years ago, I had the privilege of working with a very smart and well-respected strategist at a Wall Street sell-side firm.
6 years, 10 months ago
Hot and Cold Wars
Episode 81
My wife, Sari, and I have a long-standing disagreement about how warm our home should be.I contend that a man shouldn’t have to wear an overcoat in h…
6 years, 10 months ago