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What Were You Thinking?

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Manage episode 295933324 series 2026198
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.

Markets continue to flirt with all time highs this summer as the US restarts from the pandemic. This week Michael welcomes special guest Stephanie Link for a talk about the Goldilocks market -- and what can upset it. Stephanie has said on CNBC that some inflation will be transitory, where some won't and she goes into more detail about where she sees sticky inflation, and why passing peak growth doesn't mean a quick drop. Dan Mahaffee takes us beyond the headlines in DC and the world. What's happening in Hong Kong now isn't making too many headlines, but it fundamentally changes the business landscape in Asia.

Coming to you every week with insight into Wall Street, Washington, and The World -- it's The FarrCast!

  continue reading

325 episodes

Artwork
iconShare
 
Manage episode 295933324 series 2026198
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.

Markets continue to flirt with all time highs this summer as the US restarts from the pandemic. This week Michael welcomes special guest Stephanie Link for a talk about the Goldilocks market -- and what can upset it. Stephanie has said on CNBC that some inflation will be transitory, where some won't and she goes into more detail about where she sees sticky inflation, and why passing peak growth doesn't mean a quick drop. Dan Mahaffee takes us beyond the headlines in DC and the world. What's happening in Hong Kong now isn't making too many headlines, but it fundamentally changes the business landscape in Asia.

Coming to you every week with insight into Wall Street, Washington, and The World -- it's The FarrCast!

  continue reading

325 episodes

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