What goes up – sometimes comes down.
Heading into the fat part of end of year seasonalit.
An update on the Chili Cookoff.
Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.
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Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is...
Election Implications and Presidential Term.
National Sales Tax (consumption tax) and Tariffs.
Alternative Investments and Inflation Concerns.
Comparing Politics and Market Flaws.
Guest: Kerry Lutz
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Kerry Lutz has been a student of Austrian Economics since 1977. While attending Pace University, he stumbled upon an extensive cache of Austrian Economic Literature in...
Andrew and Tom discussed the importance of asset allocation in managing investment portfolios, emphasizing the need for balancing risk and reward based on individual financial goals and risk tolerance.
We also also explored the concept of a “mosaic” approach to analyzing portfolios, considering various factors such as economic growth, inflation, interest...
Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jeremy Grantham.
In this episode, we also explored the challenges of valuing private equity investments, the importance of having a clear investment strategy, and the impact of government intervention in capital markets. A spirited discussion followed...
Ed and Andrew discussed the potential impact of inflation on the economy.
Unpredictable environments and the potential impact of low inflation on market trends.
Lastly, we debated the what is the long-term impact of AI on productivity and market trends.
And our guest – Ed Easterling of Crestmont Research
Ed Easterling is the founder...
