Podcast Episodes
Back to SearchThe hierarchy of monetary mistakes
Episode 50
The U.S. economy of 2019 is, for the most part, a very healthy one and this is fully reflected in the valuations of stocks and bonds. However, it is …
7 years, 6 months ago
Investment implications of 'All systems go'
Episode 49
The week ahead will see a flood of data which will amount to an all-systems check on the investment environment. The numbers are likely to be positiv…
7 years, 6 months ago
Slowdown is coming
Episode 48
Just over eight years ago, HBO launched its very successful series, "Game of Thrones," set in the mythical medieval kingdom of Westeros. The first ep…
7 years, 6 months ago
Federal credit card day
Episode 47
For most of the United States, April 15 is the day when annual tax returns are due and every year, at around this time, the Tax Foundation announces …
7 years, 6 months ago
Down the middle of a narrowing road
Episode 46
In a narrowing road, it is best to stick to the middle. And in the spring of 2019, the U.S. economy is moving steadily down the middle of a narrowing…
7 years, 6 months ago
Water stops
Episode 45
After a downhill cascade in the fourth quarter, global risk assets have staged a steep assent in the first quarter of 2019 and, this being the case, …
7 years, 7 months ago
Framing the Fed
Episode 44
In the golden age of Hollywood, before the era of special effects, the success of a movie depended to a large extent on the storyline. One frequently…
7 years, 7 months ago
Delaying deadlines
Episode 43
All my life, I have been running against clock and calendar. I pretend to hate the frenzy and wish for more flexibility. But the truth is, I couldn't…
7 years, 7 months ago
Wheels down for soft landing
Episode 42
Friday's Jobs report was essentially "wheels down for landing" on this long economic expansion, as the economy tries to navigate a smooth transition …
7 years, 7 months ago
Why deficits matter - The problem with one more steak
Episode 41
Should an overweight man, with elevated cholesterol, eat a 32-ounch steak? Probably not, you might say. Provided he stays comfortably seated in his c…
7 years, 8 months ago