The FarrCast : Wealth Strategies

Latest Episodes:

Bonus Edition! -- The Complete Real Estate Segment Dec 09, 2021

Show notes

Michael Farr's complete conversation with Greg Economos and Frank Saul on the current (and future) state of the real estate market. (Recorded December 2, 2021)

Line in the Sand Dec 03, 2021

Show notes

This week's FarrCast kicks off with Michael Farr and Jim Iuorio analyzing the whipsaws of the markets. Jim tells us that while the pullback is ultimately healthy, there may be a bigger airpocket ahead. Next, Dan Mahaffee joins for a discussion of the hectic week in Washington. Congress wants to leave for Christmas, but there is much still on the table.

In the special guest segment, Michael takes a look at the real estate market with Greg Economos and Frank Saul. Their experience in single family, multi-family, and commercial real estate and construction helps work through the distortions in the real estate market post-pandemic, and sets the stage for what the economic and investment issues are.

Watch for a special bonus edition of the FarrCast this weekend as Michael continues his conversation with Frank and Greg.

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

Here's the Future! Nov 19, 2021

Show notes

On this week's FarrCast, Michael Farr has an extended discussion with the ever insightful Jack Bouroudjian. It's a conversation not to be missed as Jack peels back the layers of the new normal, discusses what it's like to be an immigrant to technology, parses the structural changes happening around us -- and gives us insight into how it all impacts the investing landscape.

But first, Michael welcomes Kenny Polcari for a discussion on the markets, and why Kenny sees pitfalls in the new year. And Dan Mahaffee gives us the latest from Washington and what the prospects for the BBB bill.

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

And Another Thing! Nov 11, 2021

Show notes

Infrastructure week has come and gone, but all eyes are on inflation numbers. Michael Farr welcomes trader Jim Iuorio to talk about the effects of inflation on the commodities complex; political analyst Dan Mahaffee discusses the political conundrums facing the Biden administration; and Michael's special guest Jenny Harrington talks about longer run investment strategy, plus Jenny shares her insights into the difference between market speculation and investing.

Bringing you experts and insiders, it's The FarrCast: Wall Street, Washington, and The World!

Riot in the Happiest Place on Earth Nov 05, 2021

Show notes

Welcome to another episode of The FarrCast! This week host Michael Farr starts the show by welcoming Jim Lebenthal of Cerity Partners. Jim is bullish in the short term and Jim is bullish in the long term -- but he says the path from from short to long could be rough, and patience is a virtue. Next up, Michael is joined by political analyst Dan Mahaffee for a look at the Virginia governor's race, and what it suggests for the midterms.

For our special guest segment, Michael welcomes Dr. Jeffrey Lacker, Distinguished Professor at Virginia Commonwealth University, and former President of the Federal Reserve Bank of Richmond. Dr. Lacker shares his view of the economic outlook and gives us a hint of what goes on behind the scenes at The Fed.

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

More of a Bleep Than a Blip Oct 28, 2021

Show notes

This week sees nearly a third of the S&P500 companies deliver their earnings, and we've had some strange days in the equity markets. Have no fear -- Jim Iuorio joins the FarrCast this week to make some sense of the odd moves! As the Democrats come to the wire on the social spending bill, Dan Mahaffee goes through what taxes are likely to make the final bill -- and which aren't. And for this week's special guest, Michael Farr welcomes Bankrate's Mark Hamrick to analyze the GDP and unemployment numbers.

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

The Cal Ripken Jr. Approach to Politics Oct 21, 2021

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Listen in this week as Michael Farr brings you another panel of experts and insiders to talk Wall Street, Washington, and The World.

First up is Jim Lebenthal who says the equity markets are easing into another leg up -- but while he's optimistic, he reminds us that normal markets always face risk. Political analyst Dan Mahaffee discusses developments in China that have passed under the radar, and gives his insight into the continuing negotiations on Biden's social spending agenda. He says a deal is in the making.

Michael is joined by special guest Lester Munson, whose insight into the intersection of diplomacy and politics has made him a Farr Cast fan favorite. Les gives an honest assessment of the stumbles, and strengths, of the Biden Administration's foreign policy, and the important issues they face next.

Tiny Bubbles Oct 14, 2021

Show notes

Earnings season starts, and The FarrCast is here helping you see through the headlines!
This week's show begins with a discussion with Kenny Polcari on the numbers, housing issues, and Don Ho. (It will all make sense when you hear it!) Michael then welcomes political analyst Dan Mahaffee and he finds a silver lining in the latest political turmoil -- Congress may actually have to begin to discuss the substance of policy proposals. For our special guest segment, Michael is joined by Dr. Jay Bryson, Chief Economist from Wells Fargo. Jay has long been a FarrCast fan favorite, explaining esoteric market jargon in ways investors understand. He explains why inflation is a concern, but there are good reasons to think it will subside.

Bringing you experts and insiders -- it's The FarrCast!

Devil Is in the Details Oct 07, 2021

Show notes

The noise from Washington has been deafening on Wall Street and across the World -- and the FarrCast is here to help you sort through it all.

Michael Farr welcomes Jim Iuorio and he tells why he thinks the correction, shallow though it is, might not be done. He shares his targets, and great advice on keeping discipline whether you are a short-term trader, or long-term investor. Dan Mahaffee joins to explain the latest horse trading and what the next step in DC dealmaking will become. Though the heat is off for now, the debt ceiling madness has only been kicked down the road, not solved.
Michael's special guest this week is Liz Young of SoFi Investments, and goes into detail on why she expects more modest returns in 2023 -- but reminds us "okay" returns are, in fact, okay. She gives great insights into the notion of transient inflation, and what investors need to look for in transitions to find opportunities, as well as identify threats.
The FarrCast comes to you every week with insight into Wall Street, Washington, and The World -- Listen today!

Kabuki Theater of Crisis Sep 30, 2021

Show notes

The fights on Capitol Hill are widening, and effecting more and more of the economy. On this week's FarrCast, Michael Farr welcomes Greg Valliere of AGF Investments, and the consumate inside analyst to explain what headlines are just noise -- and what is going on behind the scenes that can hurt investors (and the broader economy.) While an agreement appears to be in place to keep government open, the debt ceiling changes everything, and the various factions within both parties are from agreement.
But first, Michael welcomes Kenny Polcari to talk about what's worrying the markets at the moment: Kenny says the stock market isn't worried about the debt ceiling yet, but the continuing trifecta of inflation, rising interest rates, and the impending Federal Reserve taper. Dan Mahaffee joins to provide insight into the negotiations (and lack thereof) in Washington.
Taking a deep look beyond the headlines, this week's FarrCast looks at the debt ceiling and its impact on Wall Street, Washington, and The World.