Podcast Episodes
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Making Sense of the Current Economic Cycle
Episode 41
In this episode, Liz Ann and Kathy discuss the unique characteristics of the current economic cycle, emphasizing its differences from historical cycl…
1 year, 6 months ago
Under-the-Surface Employment Indicators to Watch (With Doug Ramsey)
Episode 40
In this episode, Kathy and Liz Ann open by discussing the implications of the recent rate cut by the Federal Reserve, focusing on the labor market an…
1 year, 6 months ago
What the Fed Rate Cut Means (With Claudia Sahm)
Episode 39
With the Federal Reserve cutting rates by 50 basis points at its September meeting, what are the implications for the bond market and the economy? In…
1 year, 7 months ago
Before the Rate Cut, Our View of the Markets
Episode 38
In this episode, Kathy and Liz Ann follow up on the release of last week's unemployment numbers and the reaction of the stock market to the jobs repo…
1 year, 7 months ago
Focus on Labor: The History & Importance of Employment Data
Episode 37
Why are payroll numbers reported as "nonfarm" jobs? What other jobs are excluded from the unemployment rate? Why is "hours worked" an important reces…
1 year, 7 months ago
The Fed at Jackson Hole & Revised Employment Data
Episode 36
In this conversation, Kathy and Liz Ann discuss quotes and sayings from industry legends that have resonated with them over the years. You can read L…
1 year, 7 months ago
Recent Market Volatility & the Role of Fixed Income
Episode 35
Kathy and Liz Ann catch up on recent market volatility, the Fed's next move, and changes in the economic data. There is some debate about whether the…
1 year, 8 months ago
Uncertainty or Optimism: A Unique Economic Cycle (With Ed Hyman)
Episode 34
Kathy and Liz Ann discuss recent events in the market, including fluctuations in the equity market, a global tech outage, and the potential for rate …
1 year, 8 months ago
Good News on Inflation & Investment Rules to Live By (With Ned Davis)
Episode 33
Inflation fell in June, and Kathy and Liz Ann discuss the potential implications for the Fed. The markets continue to anxiously await the first rate …
1 year, 9 months ago
Potential Rate Cuts and the Path to Sustainable Growth (With Joe Brusuelas)
Episode 32
Kathy and Liz Ann discuss this week's expectations around the upcoming jobs report and its influence on the Fed. Their discussion highlights the impo…
1 year, 9 months ago