Tech off track for the week
Bitcoin stampede finally slows.
Eco data – humming along and the Fed is starting to change its tune.
Guest: Jonathan Petersen, Variant Perception
NEW! DOWNLOAD THE AI GENERATED SHOW NOTES
“Fiscal Sisyphus” is a term used to describe a situation where fiscal policy supports growth despite economic “gravity”...
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.
NEW! DOWNLOAD THE SHOW NOTES
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
NEW! DOWNLOAD THE SHOW NOTES
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...
