Maybe We're Going to Overdo It


Manage episode 287773735 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.

It's the day after St. Patrick's Day and the day after Fed Chair Powell says inflation isn't a problem. The FarrCast is here to discuss what happens if maybe we overdo the stimulus a bit -- for overdoing the Guinness & Jameson, you're on your own.
First up is Jim Lebenthal from CNBC and Cerity Partners to talk with Michael Farr on what sees in tech, travel, and the other sectors in the markets as we digest the inevitable higher rates of the reopening. Dan Mahaffee discusses DC and the new trade representative, Katherine Tai; everyone in Washington is a fan (she passed her confirmation 98-0) but Beijing is leery of the new counter party to negotiations. And as Michael and Dan discuss, the issues facing Sino-US trade are complex.
For our third segment, Michael welcomes long term Washington observer Greg Valliere of AGF Investments. Greg expects another big bill to come from Congress this year, and inflation to rise with employment.
It's an information-rich FarrCast this week with experts and insiders that you want to hear. The FarrCast: Wall Street, Washington, and The World!

199 episodes