Trading Perspectives: An Economic Podcast
This week the Administration restated tailpipe emission standards which will effectively end the American auto industry as we currently know it. The goal is simple: to have more Americans drive more electric vehicles in order to drive down harmful carbon emissions. However, as the old saying goes, for every action there is a reaction. Did the Administration really think through all of the probable consequences of its emissions mandate? At first blush, it wouldn’t appear so. On this week’s Trading Perspectives, Sam and John discuss the recently announced tailpipe emission standards and how...
info_outline Can't Buy Me Love?Trading Perspectives: An Economic Podcast
Everywhere you look, it seems people are doing better than you are. They drive nicer cars. Eat better food. Wear nicer clothes. Have cooler friends. Take fancier trips. You name it. However, the chances are someone is looking at you, and feeling the same way. This begs the question: can money really buy happiness in a society which consumes so much of it? At first blush, it would seem so. But can it really? In this week’s Trading Perspectives, Sam and John talk about whether money truly can buy happiness. Are there any generational differences? Or does it depend on everybody’s unique...
info_outline Not So Super TuesdayTrading Perspectives: An Economic Podcast
What if they threw an election and no one cared? After all, both Biden and Trump had pretty much locked up their party’s nomination long before this week. So, a lot of Americans didn’t even bother voting. How will the sense of resignation impact the consumer and markets over the long months to November? Is the recent rally in cryptocurrencies and precious metals due to this sour sentiment, this angst, or something else? How much longer can it last? On this week’s Trading Perspectives, Sam and John discuss the recent Not So Super Tuesday and what it could mean for the remainder of the...
info_outline To Spend or Not to Spend? That is the Question.Trading Perspectives: An Economic Podcast
The government says the economy is growing rapidly and the U.S. consumer is alive and well. However, people don’t seem to believe this apparent good fortune, and complain about having to tighten their belts. So, just how strong is the U.S. consumer? And, what would you least be willing to cut out of your budget if worst came to worst? In this week’s Trading Perspectives, Sam and John talk about what they would chop and what they would keep in their budget if times really got tight. Are there any generational differences and Trading Perspectives?
info_outline When Will Inflation Quit Inflating?Trading Perspectives: An Economic Podcast
This week, the Bureau of Labor Statistics announced the Consumer Price Index (CPI) was higher in January than analysts had been predicting. The markets didn’t like the news, much like consumers. The question remains: how much longer will inflation be a problem? If higher interest rates can’t do it alone, what must happen in the economy? And from what Washington has been telling us, the economy has been chugging along nicely. In this week’s Trading Perspectives, Sam and John discuss the recent inflation and their thoughts on where prices are headed over the next twelve months.
info_outline The Case Against Emerging MarketsTrading Perspectives: An Economic Podcast
There is little argument much of this century’s economic growth will come from emerging economies. However, that doesn’t mean there will always be money to be made in them for US investors. Growth is one thing, profit is another and the return of profit is yet another. Do the powers that be in places like Beijing, Mexico City, Buenos Aires, Hanoi, New Delhi and elsewhere have US investors’ best interests when at heart? That is a difficult question to answer in the affirmative. In this week’s Trading Perspectives, Sam and John discuss emerging market investments, some of the...
info_outline The Campaign is Already Wearing ThinTrading Perspectives: An Economic Podcast
The bickering, back-biting and name calling which we have come to expect from election cycles is already at a fever pitch. Although Donald Trump still has to get past Nikki Haley, the two political parties are wasting little time bad-mouthing each other. It is enough to make one tune down the volume or switch channels. How did we get to this point? In this week’s Trading Perspectives, Sam and John discuss the ongoing political campaigns to determine if there are any generational differences to how the general public perceives them. Are the older folks wiser? Or can they learn something about...
info_outline Crypto for GrandmaTrading Perspectives: An Economic Podcast
This week, the SEC effectively approved Bitcoin/Cryptocurrency ETFs for retail investors. No longer will folks have to trade on some shadowy platform or even open up a Coinbase account. It is cryptocurrency for the masses, but is it a good idea? After all, can anyone effectively value, say, a Bitcoin? Is it really a currency? A method of exchange or store of value? Or is it a volatile asset class? If the latter, what happens when it becomes completely mainstream? When your grandmother can buy it? In this week’s Trading Perspectives, Sam and John discuss recent SEC rulings approving...
info_outline A Few Resolutions to Start the YearTrading Perspectives: An Economic Podcast
While a lot of people make resolutions to start the year, few of them actually see them through to fruition. With that in mind, what should the planet’s most powerful people resolve to do this upcoming year? What will they actually resolve? The two don’t have to be the same. In this week’s Trading Perspectives, Sam and John try to solve the world’s problems by guessing the new year’s resolutions of the world’s biggest leaders. Do you agree?
info_outline A Look Into the Crystal Ball for 2024Trading Perspectives: An Economic Podcast
What will the stock market do next year? Will the economy go into recession? How many times will the Fed cut rates, if they do so at all? As always, there are so many questions leading into a new year. In this week’s Trading Perspectives, Sam and John share their thoughts about what could be in store for 2024. Is it good news or bad? You will have to listen to find out.
info_outlineAs we near the end of summer we have to wonder what the riots, protests, and disagreements are really about. Many people are upset about the President’s intervention on the local level when it comes to some of this discontent across the country. However, there are a lot of constraints on the President when it comes to the local level. What sort of powers does the President have when it comes to enforcing laws on the local level and when can that power be used? Should we make changes to the rule of law?