Podcast Episodes
Back to SearchA Turning Point in Trade Turmoil
Episode 80
There’s an old saying that the reason some people bash their heads against the wall is because it feels so good when they stop. Many economists would…
6 years, 10 months ago
Holding pattern
Episode 79
For investors, the market environment seems to be in a holding pattern, with little movement in economic fundamentals and a slow melt up in equity pr…
6 years, 11 months ago
Extra Toothpaste in the Tube: The Remarkable Elasticity of U.S. Labor Supply
Episode 78
The week ahead will be a busy one for economic data, with global PMI numbers on both manufacturing and services and U.S. readings on Light-Vehicle Sa…
6 years, 11 months ago
Giving Thanks and Planning Ahead
Episode 77
This week, most Americans will be hopefully be focused on family and food rather than the economy and markets. However, at some stage over the long w…
6 years, 11 months ago
Fiscal Truth and Investment Consequences
Episode 76
America’s finances have been deteriorating for almost two decades. In October 2000, the Treasury Department announced a budget surplus for the just-e…
6 years, 11 months ago
The Inflation Corridor
Episode 75
My weight never changes. For pretty much all my adult life, I have looked down at the same small range of numbers on the bathroom scales. ... Much th…
6 years, 11 months ago
A Sudden Change in Seasons: Investing in a Slower-Growing Economy
Episode 74
Last week, the U.S. economy saw a sudden and definitive transition and settled into a path of slower growth.
7 years ago
Jigsaw
Episode 73
The next few days will see a blizzard of news impacting financial markets. For investors, the most logical approach may be to look at the headlines o…
7 years ago
The Problem with Profits
Episode 72
The Tax Act of 2017 was a bit like a pair of speedy running shoes for U.S. corporate earnings. It allowed for a short-run burst of strong year-over-y…
7 years ago
Winning Ugly
Episode 71
Entering the fourth quarter of the year, nothing seems easy for investors either and there are a number of issues that are making it difficult for ma…
7 years ago