Podcast Episodes
Back to SearchThe Latest News and the Economic Outlook
Episode 337
Evening newspapers, like vinyl records and rotary phones, are fading relics, all victims of the smartphones into which humanity is gradually burying …
6 months, 2 weeks ago
The Receding Tariff Tide
Episode 336
A year ago this week, the President announced what he described as “reciprocal tariffs” on goods imported from all major U.S. trading partners. These…
7 months ago
The Investment Implications of Shrinking the Fed’s Balance Sheet
Episode 335
In a speech last April, Fed Chair Nominee, Kevin Warsh, lamented the mission creep of the Federal Reserve as well as the Fed’s expanded balance sheet…
7 months, 1 week ago
How Will It End?
Episode 334
One of the benefits of my marathon training is that, most weekends, I get to jog over the Newton and Wellesley hills with my running buddy, John, who…
7 months, 2 weeks ago
An Updated Outlook for the U.S. Economy
Episode 333
Three weeks ago, I wrote an article entitled Detangling Solution for the Economic Outlook in which I outlined a baseline forecast for 2026 and into 2…
7 months, 3 weeks ago
The Investment Implications of the Tariff Decision
Episode 332
On Friday, the Supreme Court released a long-awaited decision, ruling that the President’s imposition of tariffs, using the 1977 International Emerge…
8 months, 1 week ago
Detangling Solution for the Economic Outlook
Episode 331
Between taking a shower when I get up in the morning and another when I get home from running, I am a significant consumer of detangling solution. In…
8 months, 2 weeks ago
Real Economy Challenges
Episode 330
Last week saw dramatic moves in financial markets. Gold and silver, which rose very sharply last year and in January, suddenly lurched down before st…
8 months, 3 weeks ago
The Federal Reserve – New Leadership, Same Landscape
Episode 329
On Friday, the President announced Kevin Warsh as his pick for Fed Chair. Warsh has a track record of hawkishness from his previous stint as Fed gove…
9 months ago
The Direction of the Fed
Episode 328
Amidst a torrent of unsettling international and domestic events, the week ahead could be very consequential for the Federal Reserve. The FOMC will h…
9 months, 1 week ago