The FarrCast : Wealth Strategies

Latest Episodes:

Mud and Other Material Feb 10, 2023

Show notes

Join us on this week's FarrCast as Michael Farr welcomes Kenny Polcari for a discussion on the markets -- and what they both think the market is missing. Dan Mahaffee gives his thoughts on the State of the Union, and Michael welcomes special guest Greg Valliere for a deep dive into geo-political threats to the economy, and the dangers of the upcoming debt ceiling debate.

With insight into Wall Street, Washington, and The World -- it's The FarrCast!

Bark But No Bite Feb 03, 2023

Show notes

Markets rise following the Fed meeting. Jim Iuorio tells Michael Farr it's not that the markets didn't hear what Chair Powell was saying: they just don't care. Political analyst Dan Mahaffee gives us a rundown on the debt ceiling dance. Then, for our special guest segment, Michael welcomes Dr. Jay Bryson, Chief Economist for Wells Fargo who outlines the (very narrow) path to a soft landing for the economy, and why he still thinks it's unlikely to avoid recession.

Insight into Wall Street, Washington, and The World -- it's The FarrCast!

Remember Aisle Seven Jan 27, 2023

Show notes

The FarrCast is back as new data breaks showing the economy is still chugging along -- but Michael Farr shares what he sees that looks like clouds on the horizon. Dan Mahaffee joins for a discussion of tanks for nothing to Ukraine. And Michael welcomes special guest Mark Hamrick from Bankrate and they talk about the gap between what we wish to be true, and the facts as they stand.

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

A Willingness to Shoot the Hostage Jan 20, 2023

Show notes

Michael Farr welcomes Kenny Polcari to talk about markets -- after a good start to the year, we've hit some bumps in the road. Dan Mahaffee previews the brewing battles in DC. And Stephanie Link joins for a broader look at the investing landscape.

Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

A Quick Programming Note -- Listen Today! Jan 18, 2023

Show notes

Michael Farr will be appearing today, January 18, alongside Philadelphia Federal Reserve President Patrick Harker, Dan Mahaffee from the CSPC, and The Wall Street Journal's Nick Timiraos. The program will cover economic and market forecasts for the coming year.

To watch the program from The University of Delaware live from 3:00 to 5:00pm, January 18 go to:

https://www.facebook.com/CEEEatUD/

https://sites.udel.edu/udlive/economicforecast/

The Row of No Jan 13, 2023

Show notes

Welcome to the FarrCast! This week host Michael Farr welcomes fellow CNBC contributor Jim Lebenthal for a disagreement on market outlook. (But as Jim notes, though they disagree on outlook, their overarching strategies are remarkably sympatico.) Dan Mahaffee joins for a discussion of DC, and we welcome special guest, Lester Munson, for a look at some the geo-political issues facing the world, and what some of the economic implications are.

Bringing you insights every week into Wall Street, Washington, and The World, it's The FarrCast!

New Year, Old Problems Jan 06, 2023

Show notes

We are kicking off the New Year with the Chicago Crew -- Jim Iuorio, Dan Mahaffee, and Jack Bouroudjian. Michael Farr welcomes Jim first as he reiterates he thinks the Bear Market is over -- but tells what technical levels that, if broken, would change his mind. Dan helps us understand what's going on in the House and what it portends for policy making. And in our third segment, the always insightful, always cheerful Jack Bouroudjian gives his thoughts on why he sees recession (and buying opportunities!) ahead.

Kicking off another year with insights into Wall Street, Washington, and The World -- it's The FarrCast!

Top Ten for 2023! Dec 28, 2022

Show notes

It's the final FarrCast of the year, and time for Michael Farr's Top Ten for 2023.

The Lights Sparkling in My Heart Dec 22, 2022

Show notes

As 2022 comes to a close, Michael Farr welcomes Shannon Saccocia for a look at what types of companies will spur the next leg up. Shannon's insight into productivity and management should be heard by every investor. Next up, Dan Mahaffee joins us for a look at the issues facing DC at the end of the year: Ukraine, China, and a $1.7tn budget. For our special guest, Michael is joined by Tony Dwyer, who has what many people regard as a bearish outlook -- but Tony explains where he sees opportunity.

Happy Holidays to all of our listeners. We are grateful for your continued support on The FarrCast!

Quite Simply, "Hah!" Dec 16, 2022

Show notes

It's a contentious FarrCast this week, as Michael Farr welcomes Jim Lebenthal and they disagree on the trajectory of the economy, and the coming steps from The Fed. Yet, for the disagreements, they arrive at very similar conclusions about the path forward for the wise investor. Next up Dan Mahaffee gives his take on the latest in Beijing and Washington, and shares his observations from his recent trip to the Far East.

For our special guest this week, Michael welcomes Kenny Polcari to talk about some of the changes in market operations Kenny saw from 30 years on the floor of the New York Stock Exchange. The way the market operates has changed, but the fundamentals for long term investing remain -- ignore the noise (even though the kinds of noise are different now.)

Helping you distinguish signal from noise, it's The FarrCast -- Wall Street, Washington, and The World!