The FarrCast : Wealth Strategies

Latest Episodes:

Un Pied dans la Bouche Apr 14, 2023

Show notes

We are approaching earnings season and Michael Farr welcomes Jim Lebenthal to talk about what he sees in the markets and what he's looking for next. Dan Mahaffee gives us a breathless rundown of politics and policy from a busy week. And Michael welcomes special guest Jenny Harrington for a discussion of the cross currents in the economy and why investors have to be patient. Bringing insight into Wall Street, Washington, and The World -- it's The FarrCast!

Flaming Timbers Falling from the Ceiling! Apr 07, 2023

Show notes

Jim Iuorio joins Michael Farr for his monthly insights into the markets and talks about being uncomfortably right about the markets. Jim's view of the future is reasonably sanguine, but he's the first to say, crystal balls are pretty murky these days. Matt Leffingwell joins Michael for our look at DC, and Matt previews a bombshell New York Times article coming this weekend that could change the calculus in the GOP House. Finally for our special guest segment, Michael welcomes Keith Davis and Scott Stroud, Chief Economist and Senior Bond Manager respectively for Farr, Miller & Washington. Keith and Scott discuss the contradictory signals in the markets, and what to look for as the economy cools. Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

A Few Missing Toes Mar 30, 2023

Show notes

The stock market makes a "golden cross" -- Kenny Polcari joins Michael Farr to talk about the movement, and if exuberance is warranted. Dan Mahaffee joins for a discussion on a subtle shift in Chinese priorities, and special guest Mark Hamrick talks with Michael about the crisis in the banking sector, and what to expect from the Fed. Coming to you every week with insights from Wall Street, Washington, and The World -- it's The FarrCast!

In Chaos There Is Opportunity Mar 23, 2023

Show notes

And the world certainly seems to have no shortage of chaos! But to bring a little order to the universe, Michael welcomes the effervescent Kenny Polcari, the studious Dan Mahaffee, and the nigh-upon prescient, Jack Bouroudjian. It's a another great FarrCast bringing you insights into Wall Street, Washington, and The World!

Well It Wasn't Boring Mar 16, 2023

Show notes

It's been a huge week, and The FarrCast is here to make sense of it. Michael Farr begins with a quick look at the SVB collapse and what it tells us about the Fed, the markets, and ourselves. Dan Mahaffee joins for a discussion on the latest from Ukraine with the downing of a US drone in international airspace, and special guest Jim Lebenthal talks with Michael about risk, rewards, and the virtue of patience.

It's a jam packed FarrCast -- bringing you insight into Wall Street, Washington, and The World!

You Don't Think Halfway Down the Hill Mar 09, 2023

Show notes

Michael Farr opens this episode with Kenny Polcari and they discuss markets, and how recent changes may change the way investors think about their portfolios. Dan Mahaffee gives us and update on DC, and for our special guest, Michael welcomes Shannon Saccocia. Shannon gives her long term outlook, and explains some of the disconnects we see in the financial world today.

Always bringing you insights -- it's The FarrCast! Wall Street, Washington, and The World.

Bearish -- But Not the End of the World Mar 02, 2023

Show notes

The FarrCast kicks off this week with our monthly check-in from Jim Iuorio. As always, Jim helps understand the headfakes from the underlying forces in the markets. Next up, Michael Farr welcomes Dan Mahaffee for a look beneath the headlines driving world geo-politics. For our special segment, we get a treat as Michael is joined by Bryn Talkington, who shares great insight into investing for the long haul.

Always insightful, it's The FarrCast! Wall Street, Washington, and The World.

Buckle Up! (The Jeff Lacker segment) Feb 27, 2023

Show notes

Fed Funds rate of 7%? It's a possibility!

In six years and 300 episodes, we've covered a lot of ground on the FarrCast, but there are few if any interviews Michael Farr has done as important and revealing as this from February 23, 2023 with Dr. Jeffrey Lacker. Dr. Lacker is former President of the Federal Reserve Bank of Richmond, and as such was a member of the Federal Reserve Open Market Committee. Jeff's insider insight into the workings of the Fed is must-listen for any investor, or student of economics, as we navigate the uncertainties of the day.
Listen today for a deeper understanding of monetary policy in the post-pandemic economic universe!

FED FUNDS 7% !?!? (I'd Say Buckle Up) Feb 24, 2023

Show notes

Michael Farr welcomes Jim Lebenthal to kick off this week's episode with a disagreement on the trajectory of the economy -- and what it means, and more importantly doesn't mean, to investors. Dan Mahaffee peels back more of the onion of Sino-US relations, and for our special guest segment, we have a special treat, Dr. Jeffrey Lacker. Dr. Lacker is a former FOMC member and not only does he help us parse what the Fed is doing, he gives his opinion and where the Fed will have to go to achieve their goals.

It's a FarrCast investors can't afford to miss!

Break Glass in Case of Emergency Feb 20, 2023

Show notes

The markets are chopping about after a strong January -- what next? Michael Farr talks with Kenny Polcari on the cross currents in the data. Matt Leffingwell joins Michael for a look at DC -- and Matt gives a dire warning about tensions with China. For our special guest, Michael welcomes Russia expert Joshua Huminski for a look at where we are one year after the Russian invasion of Ukraine.

It's The FarrCast -- Wall Street, Washington, and The World!