Today’s episode is called “Drugs and Money” where we discuss the stock market’s rise as earning come out better than expected, the Fed’s hint that we may have done enough to squash inflation and the upcoming battle between the Federal Government who is entering into negotiations with the drug companies to lower the cost of 10 major prescription drugs for Medicare recipients……….. Tune in as we layout the arguments on both sides so that you can better understand the debate as it rages forward ..read more

Today’s episode is called “You Are Cleared For Landing” where we discuss the Fed’s interest rate cycle hikes that appear to be ending, Inflation that has cleared a hurdle and now stands at 3%, GDP that surprisingly increased over the last quarter and 2nd Quarter earnings that are coming in a bit better than expected. Is it possible that Jay Powell has engineered the elusive “soft landing”?   ..read more

Today’s episode is called “Summer Doldrums” where we discuss Jerome Powell’s Fed and the tightrope walk with inflation, the details of a bi partisan infrastructure bill and the ever-present political wrangling over the legislative process with each side trying to gain an advantage over the other.   Tune in …….as we discuss that and more ..read more

Today’s episode is called “No Good Deed goes Unpunished“ where we discuss the unintended consequences of the federal unemployment supplement, wage pressures, growing concerns about inflation, and a revolt from 21 states who refuse to take money from the federal government for fear that it’s ruining their economies.   ..read more

Today’s episode is called “Death and Taxes” where we discuss the new tax proposals of the Biden administration, Who’s likely to be paying more and what the impact may be on the US economy and global competitiveness.  Are we being fiscally prudent or killing the golden goose?........Tuned in as we discuss that and more ..read more

Today’s episode is called “A New Year With New Hopes” where we discuss the end of 2020 dominated by the Corona Virus, the potential of a vaccine glut before summer, the timeline of workers returning to the office, and the new 900 billion dollar stimulus package with Helicopter money.  Did we finally get ourselves out of the woods or did we just dig a very deep hole?   ....Tune in as we discuss that and more ..read more

Today’s episode is called “Presidents and Stock Markets” where we talk about Craig's recently published paper that dives into 40 years of economic data to find out what presidential party has the greatest economic success. Who is actually better for the stock market, Democrats or Republicans?  Or is it possible that it just doesn’t matter?   Tune in..... as we discuss that and more.  ..read more

Today's episode is called "Emerging Green Shoots" where we discuss the recent rise in the markets, the meteoric pace toward a new vaccine and actionable things you can do right now to better your situation in this post COVID world.  Despite the rise in COVID cases all is not lost, in fact ........ there's reason for optimism.  Stay tuned as we discuss that and more ..read more

As the economy reopens and corona virus cases rise, the Federal reserve stepped in and started a new bond buying program involving corporate bonds. Is this market overvalued or just misunderstood?  Stay turned, as we discuss that and more to find those answers and many others.   ..read more

Today’s episode is called “And Then There Were None” where we discuss the Fed’s pause and whether that means the rate hikes are over or the pace has simply been slowed down, the stock markets narrow leadership and what that means for a diversified portfolio, and the challenging environment for Real Estate as the Fed signals that rates will remain higher for longer.  Andrea Carroll joins me as we discuss that and more ..read more