Podcast Episodes

Neil Howe: We May Suffer A Collision of Financial, Social & Geo-Political Crises All At Once

The fault lines that divide our society are widening. The K-shaped recovery that we've seen since COVID has rewarded asset owners at the expense of e…

1 year, 8 months ago

Farmland Is Becoming A "Buyer's Market" | Craig Wichner

REGISTER for Farmland LP's free webinar on Sep 4 @7pmET by emailing ir@farmlandlp.com

One of the asset classes I get the most requests to do an inter…

1 year, 8 months ago

"Markets Are NOT Priced For Slowing Earnings" | Lance Roberts & Adam Taggart

The markets are back to overbought levels in the near term, both stocks and bonds, assesses portfolio manager Lance Roberts. And while he doesn't thi…

1 year, 8 months ago

Lacy Hunt: Both Presidential Candidates Will Only Make Our Debt Problem Worse

Now that it seems the Fed has officially pivoted, what will lower interest rates mean for the economy and financial markets? Will they be enough to k…

1 year, 8 months ago

Former Fed Official Accuses It Of Socialism | Thomas Hoenig

Last week in his much-anticipated speech at Jackson Hole, Federal Reserve Chairman Jerome Powell announced the "time has come for policy to adjust". …

1 year, 8 months ago

When The Data Can't Be Trusted, How The Heck Can We Know How The Economy Is Doing? | Wolf Richter

The war of conflicting narratives continues. Bulls point to Q2's robust GDP growth, still relatively low unemployment, an upside surprise in July ret…

1 year, 8 months ago

Stocks Likely To Be On A "Choppy Road To Nowhere" Until Election | Lance Roberts & Adam Taggart

Now that Jerome Powell has gone "full pivot", will stocks shoot higher?

Not necessarily, says portfolio manager Michael Lebowitz, who steps in this …

1 year, 8 months ago

Credit, Not Stocks, May Be The Better Investment From Here | Steven Bavaria

The Buffett Indicator currently stands at almost 200%, one of the most extreme readings of overvalution in its history. With stocks so richly valued,…

1 year, 8 months ago

"Way Too Much Is Priced Into This Market" | Mike Shedlock

We're currently receiving a lot of mixed signals about the direction of the economy? Inflation has dropped to 2.9%. And retail sales for July just be…

1 year, 8 months ago

Stephanie Pomboy & Grant Williams: Investors Need To Realize Change Is Upon Us

Here's a fun question: What better than interviewing your favorite macro expert? Interviewing BOTH your favorite macro experts at the same time! I'm …

1 year, 8 months ago