The FarrCast : Wealth Strategies

Latest Episodes:

A Lot of the Unknowns Becoming Known Jul 15, 2022

Show notes

Welcome to The FarrCast! This week, Michael Farr welcomes Jim Lebenthal for a discussion on why Jim is still optimistic, even (or maybe especially) because sentiment is so sour. Dan Mahaffee reviews Washington gridlock, and in our special guest segment, Michael welcomes Robert Ourisman, Jr., President and CEO of the Ourisman Group of car dealerships. Robert shares the 30,000 foot view of the auto industry, and how the macro economic situation is impacting what you can (and can't) buy in a dealership today.

Bringing you information from Wall Street, Washington, and The World -- it's The FarrCast!

Fred Was the Answer Jul 07, 2022

Show notes

After a brief COVID break, the FarrCast is back!

Michael Farr welcomes Jim Iuorio who lays out the baby steps the economy is taking past inflation -- and where the Fed's missteps may come. In our second segment, Dan Mahaffee reviews the outlook in DC and the news from abroad that Boris Johnson has finally resigned. And for our special guest segment, Michael welcomes Robert Frick, Chief Economist from Navy Federal, the nation's largest credit union. Bob has a background in behavioral economics and helps to explain why some consumer behaviors appear to be contradicting what the data might suggest.

It's another great FarrCast helping you decipher Wall Street, Washington, and The World!

We Will Keep Our Powder Dry Jun 23, 2022

Show notes

Can we see the bottom yet? Up first, Michael Farr sits down with Kenny Polcari to discuss the markets. Political analyst Dan Mahaffee then joins in to discuss what’s happening in politics with some primary updates.

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

I've Been Punched in the Face Before Jun 17, 2022

Show notes

The markets swoon, but Michael Farr and Jim Lebenthal share their wisdom on how to endure. And Jim says why, in spite of the turmoil, he is still bullish in the longer run. Dan Mahaffee joins Michael for a rundown of, wait for it, bi-partisanship on Capitol Hill.

And for our special guest segment, Michael welcomes Dr. Jay Bryson, Chief Economist from Wells Fargo who reviews his recent call for recession -- and why he thinks it will be relatively mild and short.

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

Managing Escalation Jun 09, 2022

Show notes

The FarrCast is here to help you negotiate the markets' summer of discontent. First up, Michael Farr welcomes Kenny Polcari for a discussion of the Fed and why patience is a virtue. Political analyst Dan Mahaffee joins and tells us about the bi-partisanship on The Hill, and why it's not time to break out the Kum-Ba-Yah song sheet just yet. For our special guest, Michael welcomes Jenny Harrington for great discussion on investing, with examples of what she looks for in an income stock, and why growing companies aren't necessarily growth stocks.

It's a great FarrCast to help you make sense of Wall Street, Washington, and The World!

Kissing the Bear Jun 03, 2022

Show notes

The stock markets finished May with a bit of a mini-recovery, but Michael Farr and guest Kenny Polcari agree the turmoil is only on pause -- not over. Political analyst Dan Mahaffee joins for a discussion about passion in politics and the changing landscape in the US. For our special guest segment, we have a treat -- Daryl Owen, an insider's insider on energy policy. Daryl does a great job explaining the confluence of factors driving energy prices higher, and why he doesn't expect them to fall anytime soon.

The weather is heating up! Listen to the FarrCast to help keep your cool. Bringing you Washington, Wall Street, and The World!

The Right Mistake to Make May 26, 2022

Show notes

This week on The FarrCast Michael Farr welcomes Jim Lebenthal, and they have a deep discussion on the cross-currents in the economy, and how differing outlooks can lead to similar strategies. Dan Mahaffee joins for a discussion of the politicization of tragedy and an update on evolving Sino-US relations. For our special guest segment, Michael welcomes back Greg Economos for an update on the trends in real estate, and how inflation coupled with rising rates dramatically impacts what people pay for housing.

Always bringing you information beyond the headlines, it's The FarrCast-- Wall Street, Washington, and The World!

A Lot of Concern -- But No Panic May 20, 2022

Show notes

The rally collapsed in dramatic fashion this week. Michael Farr welcomes trader Jim Iuorio to explain why it's a concern, but not a panic. They review key levels and what to look for next. Dan Mahaffee joins for analysis on President Biden's overtures in Asia which could have longer run economic implications. Finally, for our special guest segment, Michael welcomes Hightower colleague Stephanie Link for a dive into the investing landscape and a discussion of why discipline is so important.

Bringing you information to help you navigate your way in the changing investing environment, it's The FarrCast -- Wall Street, Washington, and The World!

Immaculate Disinflation May 13, 2022

Show notes

The markets continue to be volatile, and Michael Farr says strap in -- the volatility will continue. On this week's episode Michael welcomes Jim Lebenthal for a discussion on the emotional discipline demanded of the wise investor. Dan Mahaffee joins for the latest from Washington, including a survey of the economic damage of immigration policy, and for his special guest, Michael welcomes Dr. Jeffrey Lacker. Dr. Lacker is a former member of the Federal Reserve Open Market Committee and while he gives the Fed positive marks for their most recent moves, he says more economic pain is to come.

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

On Inflation and Burgers May 03, 2022

Show notes

This week's FarrCast kicks off with a great segment with Jim Iuorio and he and Michael Farr discuss the most underreported factor in the economy today. Dan Mahaffee catches us up on the latest from Washington, and special guest Lester Munson helps us make sense of what's going on in the world past the headlines.

Always bringing you in depth discussions on Wall Street, Washington, and The World -- it's The FarrCast!