Podcast Episodes
Back to SearchInterest Rates, Inflation and the Uncertainty Tax
Episode 287
In football, it’s always better, at the snap of the ball to disguise your intentions. Are you going to pass or run the ball? Is it a zone defense or …
1 year, 9 months ago
Stability and Extremes
Episode 286
Over the holiday season, we got to spend some time with our very charming granddaughter and, as a bonus, I am now fully re-acquainted with all the ve…
1 year, 10 months ago
Reading Between the Lines (On the Direction of Monetary Policy)
Episode 285
When testifying to the Senate Banking Committee back in 1987, the newly-appointed Fed Chairman, Alan Greenspan, provided some insight into his views …
1 year, 10 months ago
Initial Conditions
Episode 284
Many years ago, I worked for the Office of Revenue and Tax Analysis at the State of Michigan and, from time to time, Saul Hymans and his colleagues f…
1 year, 10 months ago
Irish Lessons
Episode 283
This week will be full of market-moving economic data. We expect purchasing manager surveys and light-vehicle sales to indicate steady demand in Nove…
1 year, 11 months ago
Policy Changes and the Macro Outlook
Episode 282
I’ve been running my own econometric model of the U.S. economy for almost 30 years now. The basic structure is simple. You start by forecasting the c…
1 year, 11 months ago
The Investment Implications of the Republican Sweep
Episode 281
The most urgent task facing investors in the wake of the 2024 elections is figuring out how much of the Trump agenda, as broadly outlined on the camp…
1 year, 11 months ago
Finding Balance in a Broadening Expansion
Episode 280
The last few weeks have seen spectacular weather in New England, with warm temperatures and blue skies almost every day. By now, we would normally ha…
2 years ago
The Deficit, the Election and Interest Rates
Episode 279
Growing up in Dublin, I had a well-earned reputation as a child of very healthy appetite. At birthday parties, I’d always make sure, at the outset, t…
2 years ago
Four Banks and the Dollar
Episode 278
On Tuesday, the Commerce Department will publish international trade data for August. The numbers will, undoubtedly, show a deficit – the U.S. has ru…
2 years ago