Podcast Episodes
Back to SearchThe Investment Implications of Excessive Stimulus
Episode 60
In the financial landscape of 2019, the Federal Government and Federal Reserve are playing the parts of over-indulgent grandparents, the markets are …
7 years, 3 months ago
Chairman Powell’s Message
Episode 59
On Wednesday and Thursday of this week, Fed Chairman, Jay Powell, will deliver his semi-annual testimony to Congress on the outlook for the economy a…
7 years, 4 months ago
Can the Fed stop at just two rate cuts?
Episode 58
My wife, Sari, is an excellent cook and sometimes, when I return from a long day, I'm met at the front door by the delicious scent of freshly-baked c…
7 years, 4 months ago
Schrodinger’s Market
Episode 57
I should state, at the outset, that I do not profess to have any deep understanding of quantum mechanics. However, the U.S. bond market and the U.S. …
7 years, 4 months ago
The Fed Shows its Hand
Episode 56
On Wednesday, the Federal Open Market Committee (FOMC) of the Federal Reserve will hold its fourth meeting of the year. The Fed is not ready to chang…
7 years, 4 months ago
Nice Levels – Shame about the Pace
Episode 55
Following Friday's May jobs report, and in reaction to slower growth, lower inflation and trouble in the global economy, the Fed is clearly taking a …
7 years, 5 months ago
Investing for a Middle-Case Scenario
Episode 54
Commercial interests dictate that the public must always be shocked or scared out of their complacency and so the "worst case scenario" will always g…
7 years, 5 months ago
The Slowdown is Coming -Take Two
Episode 53
Despite a better than expected outcome from earnings season, the economy once again appears set for a slowdown with second quarter economic growth po…
7 years, 5 months ago
Adjusting to Demographic Reality
Episode 52
I ran in a local 5K race over the weekend. As the assorted participants milled around at the start, I noticed just how many of them looked on the you…
7 years, 5 months ago
Tariffs and the Lessons of History
Episode 51
One of the great lessons of history is to avoid slavishly applying the lessons of history. A particularly tragic example of this relates to the First…
7 years, 5 months ago