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Ride the Wave

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Manage episode 287117422 series 2653532
Content provided by Michael Farr. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Farr or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The markets have been choppy, but The FarrCast here is to dive in and help keep your head above water! Michael Farr is joined by Kenny Polcari for a discussion of the markets, and Kenny says the rotation was to be expected as interest rates rise. While the markets were a little spooked by how fast yields rose, they look to be a little more stable now, and Kenny is constructive looking ahead.

In DC it may be warming up outside, but the rhetorical temperature has cooled off. Political analyst Dan Mahaffee tells us though it doesn't mean there is nothing of importance going on. He parses through the $1.9tn stimulus package, and some of the big promises it makes.
For our special guest segment, we turn to Heather Long of The Washington Post. Heather is one of the smartest people in the economics world, and has written on the distortions in the pandemic economy. The stimulus bill addresses some of the problems she sees, and while we are far from out of the storm, she is less worried than she was.
Always bringing you experts and insiders, it's The FarrCast: Wall Street, Washington, and The World.

  continue reading

346 episodes

Artwork
iconShare
 
Manage episode 287117422 series 2653532
Content provided by Michael Farr. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Farr or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The markets have been choppy, but The FarrCast here is to dive in and help keep your head above water! Michael Farr is joined by Kenny Polcari for a discussion of the markets, and Kenny says the rotation was to be expected as interest rates rise. While the markets were a little spooked by how fast yields rose, they look to be a little more stable now, and Kenny is constructive looking ahead.

In DC it may be warming up outside, but the rhetorical temperature has cooled off. Political analyst Dan Mahaffee tells us though it doesn't mean there is nothing of importance going on. He parses through the $1.9tn stimulus package, and some of the big promises it makes.
For our special guest segment, we turn to Heather Long of The Washington Post. Heather is one of the smartest people in the economics world, and has written on the distortions in the pandemic economy. The stimulus bill addresses some of the problems she sees, and while we are far from out of the storm, she is less worried than she was.
Always bringing you experts and insiders, it's The FarrCast: Wall Street, Washington, and The World.

  continue reading

346 episodes

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