Podcast Episodes
Back to SearchThe Investment Implications of the Government Shutdown
Episode 317
As we enter the second week of the government shutdown, markets appear unconcerned. Last week, the S&P500 rose to an all-time record high, 10-year Tr…
1 year ago
Checking the Foundations of a Roaring Bull Market
Episode 316
As I get older, my memory gets a little foggier. That being said, I believe it was at lunch at a restaurant near our office on Friday, March 6th, 200…
1 year, 1 month ago
Truth or Consequences: The Fed’s Next Move
Episode 315
When engaged in the dark arts of foretelling the Fed’s words and actions, I have always adopted what might be called the “prudent economist rule”. Wh…
1 year, 1 month ago
Rate Rescue Reality Check
Episode 314
Stocks rallied in the immediate aftermath of Friday’s dismal jobs report, with the S&P500 jumping 0.5% to an all-time high of 6,532 when the market o…
1 year, 1 month ago
Back from the Beach: Reviewing the Investment Landscape
Episode 313
American summers, much more so than in the rest of the world, are defined by two bookends: Memorial Day and Labor Day. As a result, the first week in…
1 year, 2 months ago
The Investment Implications of the Refund Surge
Episode 312
On August 7th, with little fanfare, the IRS announced that, as part of its phased implementation of the OBBBA, it would not be adjusting W2 or 1099 f…
1 year, 2 months ago
Why Money Doesn’t Talk Any More
Episode 311
One of the great challenges of modern life is avoiding distractions.
In our daily lives, we are flooded by breaking news, music on planes, ads in tax…
1 year, 2 months ago
The Inflation Outlook
Episode 310
The inflation temperature is about to rise. It should be a low-grade fever, triggered by tariff impacts but mitigated by low energy prices, declines …
1 year, 2 months ago
The Investment Implications of Weaker Labor Supply
Episode 309
This is a particularly challenging time to try to develop and present a balanced view of the economic outlook and its implications for investors. Thi…
1 year, 3 months ago
The Fed Decisions
Episode 308
For investors, the week ahead will be dominated by the Fed decisions.
Possibly, some AI chatbot will spot the obvious grammatical error in that last …
1 year, 3 months ago