Podcast Episodes
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Episode 70
The financial environment facing U.S. investors in the year ahead will involve some very close calls.
7 years, 1 month ago
2020 Vision and Political Distortions
Episode 69
My eyesight isn’t what it used to be.It’s not quite as bad as my wife thinks it is, but if I’m watching a football game or trying to read slides from…
7 years, 1 month ago
Why the Fed shouldn’t cut rates on Wednesday (but probably will)
Episode 68
On Wednesday, the Federal Reserve will conclude its September policy meeting. Futures' markets have priced in a high probability that they will cut t…
7 years, 1 month ago
Recession or Resilience: The Hiring Tiebreaker
Episode 67
In my admittedly conservative opinion, modern rackets have diminished the game of tennis as a spectacle. Booming serves from both opponents have led …
7 years, 2 months ago
Filling in the Demographic Pothole
Episode 66
In America today, there is an obsession with how to stimulate demand, with fiscal policy, monetary policy and currency policy all being deployed to r…
7 years, 2 months ago
The Message from the Yield Curve
Episode 65
In days of yore, the sight of seagulls wheeling over an inland forest or fields was taken as a sure sign of a storm at sea. In a similar vein, last w…
7 years, 2 months ago
Investing for the Middle Run
Episode 64
I have always been a middle-distance runner. I think this serves me well today as, while many strategists and financial advisors talk about investing…
7 years, 2 months ago
The Investment Challenge from Washington Policies
Episode 63
The economic recovery that began in 2009 has proven its endurance many times and is now the longest expansion in history. Our base case forecast is t…
7 years, 3 months ago
New Brush Strokes for the Big Picture
Episode 62
The week ahead, like last week, will be crammed with important market-moving events and data points. The challenge for investors will not be in predi…
7 years, 3 months ago
Summer Sequels
Episode 61
The formula in Hollywood today lacks imagination. It's all about remakes and sequels. Financial markets, too, are seeing a series of sequels and a fe…
7 years, 3 months ago