Bottoms Are Events -- Tops Are Processes


Manage episode 288948833 series 2653532
By Michael Farr. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

The first quarter of 2021 is complete and The FarrCast is with you to help you navigate what's next.

Michael Farr is joined by Jim Iuorio for a look at the markets. Jim sees the distortions of inflation in the markets, and says that markets are the place to be. The market action of the last couple of days indicates a significant turn to Jim, and he shares what indicators he's looking for, for confirmation.
Our political analyst, Dan Mahaffee joins for a discussion of the new approach to China and why the competition matters in so many areas of commerce and government. Dan also shares some of the particulars of the infrastructure plan, and an idea of what the final bill will look like.
In our special guest segment, Michael welcomes Doug Kass of Seabreeze Partners. Doug is one of Wall Street's most successful investor, and even as hedge funds seem to be losing their allure, Doug explains why he's starting a new hedge fund, what kinds of strategies he employs, and where he sees opportunities among the threats.
Bringing you experts and insiders from Wall Street, Washington, and The World -- it's The FarrCast!

199 episodes