Podcast Episodes
Back to SearchTariff Turmoil and Investment Strategy
Episode 297
One clear advantage of getting older, (and I can attest to many of its disadvantages), is that you learn from experience. The financial market chaos,…
1 year, 6 months ago
Fiscal Fudge
Episode 296
I may have mentioned this before, but as a young lad, I had a very healthy appetite. Consequently, when deciding on a hobby, I prudently elected to g…
1 year, 7 months ago
The Wait and See Economy
Episode 295
I was running along the roads of our neighborhood last weekend when I came upon a small herd of deer. I often see these beautiful but dopey creatures…
1 year, 7 months ago
The Trouble with Tariffs
Episode 294
I was at a conference last week and a financial advisor asked me what I thought he should say when a client asked him what was so bad about tariffs.
…1 year, 8 months ago
The Implications of Slowing Population Growth
Episode 293
In December, the Census Bureau announced that the U.S. population had grown by nearly 1% in the year ended July 1st, 2024, marking the strongest annu…
1 year, 8 months ago
The Growth Drag from Policy Uncertainty
Episode 292
In the four weeks since he took office, the president has issued an extraordinary number of executive orders, while promising dramatic change across …
1 year, 8 months ago
Europe: The Slow and Steady Train
Episode 291
For investors, Europe seems like a train in a station, perpetually gathering steam and loading up for a long-delayed journey, but clearly advertising…
1 year, 8 months ago
The Investment Implications of the Trade War
Episode 290
On Saturday, the White House announced the imposition of heavy tariffs on goods exported from Mexico, Canada and China and all three nations announce…
1 year, 9 months ago
White House Actions, Fed Reactions and Investing
Episode 289
This Wednesday, at 2:00 PM, the Federal Reserve will release a statement on monetary policy. It will, as usual, be a brief and colorless document and…
1 year, 9 months ago
The Big Picture on Debt, Deficits and Interest Rates
Episode 288
“Unsustainable!”
To quote Inigo Montoya: “You keep using that word. I do not think it means what you think it means”
For decades, journalists, econom…
1 year, 9 months ago