The FarrCast : Wealth Strategies

Latest Episodes:

A Collision Course May 20, 2020

Show notes

The United States is beginning to re-open as the spread of the pandemic slows. Michael Farr welcomes guests Dan Mahaffee and Former President of the Federal Reserve Bank of Richmond, Dr. Jeffrey Lacker. The markets, economy, and politics appear to be on a collision course, and Michael and his guests talk through it. Michael lays out the numbers -- there is a lot of stimulus, and a lot of debt, and that will not be without consequence. Dan Mahaffee outlines the gridlock, and the failures of government to prepare for the post-lockdown world. Finally, Dr. Lacker joins to discuss the economy -- he makes the case that the markets being only 10% off their highs makes some sense; he says the Fed may have done too much too fast; and that he is still invested in the markets.
Helping you understand the traffic at the intersection of Wall Street, Washington, and The World, it's The FarrCast!

Don't Let Logic Fool You About the Outcome May 13, 2020

Show notes

The US economy inches towards a reopening. It's another great FarrCast this week to help you separate the signal from the noise.
Michael begins with a look at the markets -- we are closing in on 10% of all time highs, but it seems like the world is more than 10% messed up. Michael explains the disconnect and points out where threats may lie. We are joined by Rob Ferguson, one of the leading realtors in the DC area to explain what the real estate markets are doing -- and not doing -- as we make our way through the pandemic.
Political analyst Dan Mahaffee is with us for a regular segment looking at policy, and the coming fight over the next pandemic relief bill, and how that plays into the coming electoral season.

And finally, we welcome Kenny Polcari, now Managing Partner of Kace Capital Advisors. Kenny helps tease themes developing in the economy for investors to watch.
Bringing you insight into the changing economic and market environment, it's the FarrCast -- Wall Street, Washington, and The World.

I'm Just Grateful to Have the Glass May 06, 2020

Show notes

The country begins to struggle with The Great Restart, and The FarrCast is here with experts and insiders to give you a deeper understanding of the challenges and opportunities we face.
This week, Michael welcomes back Jim Iuorio on the markets; Jim says the current levels make sense to him given the massive monetary and fiscal stimulus. But the next leg up is dependent on material improvement in the economy. Dan Mahaffee brings us insight into the increasing polarization of response policy and how the media narrative is driving a wedge. In the third segment, Michael is joined by special guest Kathy McGuiness, State Auditor of the State of Delaware who brings her small business experience into the government. She talks about the impacts of the shutdown, and the challenges facing the re-opening.
It's The FarrCast -- bringing you insight into Wall Street, Washington, and The World!

Schroedinger's Congress Apr 29, 2020

Show notes

Plans are being made to restart the economy, but the markets are already well ahead. Are markets getting ahead of themselves? Michael Farr discusses the threats yet to be defined. Dan Mahaffee joins for a look at the policy debates in Washington, and how the lines are being drawn for the next fight.
For this week's special guest, Michael welcomes Greg Protiva of Intercoastal Mortgage Company. In spite of the pandemic, Greg is seeing the busiest month of his long career. He explains how the Federal Reserve's policies have impacted the mortgage market "at ground level" and shares his thoughts on the next shoe to drop.
Coming to you every week, it's The FarrCast: Wall Street, Washington, and The World!

Did I Miss a Few Trillion in There? Apr 22, 2020

Show notes

More disconnects and dislocations are appearing in the markets -- but The FarrCast is here to help you find your way through!
Michael Farr gives his thoughts on where we are in the public health crisis, and what the recovery is shaping up to look like. It's a tumultuous time for investors, but not one without opportunity. Our senior political analyst, Dan Mahaffee joins us again this week with insights into the latest stimulus/ relief package making its way through Congress, the breaking news from Iran, and how the electoral sands are shifting as we move towards November.
For our special guest this week, we welcome Mona Mahajan, Chief US Strategist for Allianz Global, and one of the sharpest minds on Wall Street. Mona stays with us for an extended discussion on the themes that are developing in a world beset by coronavirus -- and what the post-corona investing environment may look like.
Join us for another information packed show on The FarrCast: Wall Street, Washington, and The World!

I Never Thought My Introversion Would Save Lives Apr 15, 2020

Show notes

Markets continue to climb off the lows, now back within 15% of the record highs. Yet, forecasts are for 30-40% drops in GDP -- one of these numbers is out of place. Michael Farr takes a look at the markets and where he sees the disconnect.

As we continue to examine the impact of the pandemic, Michael welcomes another guest from the front lines -- this time the owner of a small business facing a cessation of revenue, Capt. Dave Ramsey of Park Shore Marina. Capt. Dave discusses how the shutdown is effecting his business, the uncertainties he faces, and the path he sees to endure.

Next, we are joined by our senior political analyst, Dan Mahaffee. Dan talks about the limits of government power to restart the economy. Sending the 101st Airborne to segregate the schools is one thing, but you can't call out the Army to make someone go to a restaurant or buy something new at Target.

Our special guest this week is Washington insider and FarrCast fan favorite, Tony Fratto. Tony and Michael have a wide ranging conversation on the pandemic, the prospects for recovery, and all of the ground in between. For more of Tony's insights, watch tomorrow for a special FarrCast episode with all 30 minutes of Tony and Michael's discussion.

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

We Have to Be Firm Apr 08, 2020

Show notes

The curve is flattening: this might not be the beginning of the end for the pandemic saga, but may be the end of the beginning.

On this week's FarrCast Michael Farr welcomes Steve Weiss for a look at investing through, and beyond the coronavirus. Steve shares the developing he sees and he is investing in, and while there will be a rough road, he believes the economy and markets will ultimately emerge stronger. Political analyst Dan Mahaffee joins with a discussion for the political pitfalls that the restart of the economy will face. We have placed the economy in an induced coma -- it's not as easy as flipping a switch and returning to normal.

For our special guest, Michael welcomes Dr. Jim Williams, a family care physician who is on the front lines of the pandemic at Johns Hopkins Sibley Memorial Hospital every day. He shares what he is seeing in the field, and his thoughts on what we can do to stay safe.

Coming to you every week with insight into Wall Street, Washington, and The World -- it's The FarrCast.

For Dan Mahaffee and Michael Farr's current op-ed "Corporate Leadership Means Putting Lives First" go to: https://www.cnbc.com/2020/04/08/op-ed-corporate-leadership-means-putting-lives-first.html

Not a Grain, But a Great Wall of Salt Apr 01, 2020

Show notes

These are difficult times and what we don't know, it's clear, is more than we do know. But on The FarrCast we are here to shed a little more insight, gain a little more knowledge, and help you navigate through the turmoil.
This week Michael welcomes Jim Iuorio, fan favorite and longtime trader from the Chicago Mercantile Exchange. Dan Mahaffee helps us understand the policy evolution in Washington, and Stephanie Link, one of the smartest voices from CNBC gives her thoughts on how to find value, and assess risk.
It's The FarrCast! Wall Street, Washington, and The World.

Don't Bet Against America Mar 25, 2020

Show notes

We take a wider look on the FarrCast this week on the impact of the COVID-19 pandemic. Michael welcomes experts Dr. Nancy Aburto, reporting from Rome as Italy enters its third week of lockdown, and Judy Kunisch of Yale University on the stress the US healthcare system is facing. Their on the ground experience gives us some notion of what is to come.

Turning to Washington, Michael and Senior Political Correspondent Dan Mahaffee are joined by audience favorite, Lester Munson. The third relief package, this one totaling two trillion dollars, is making its way through Congress. Les makes the case that another package will come -- and why it is needed.

Giving you insight into the changing social, political, market, and economic conditions that impact the investing environment, it's The FarrCast -- Wall Street, Washington, and The World.

Not Without Consequences Mar 18, 2020

Show notes

Mark Hamrick, one of the most experienced financial journalists in the country joins us this week. For all of the ups and down he and Michael Farr have seen over the years, from the crash of 1987 to the Great Recession and all points in between, there has been nothing quite like what we've seen in the past few weeks. The last time Mark was on was on, the markets were at all time highs, and talk of possibility of recession caused by coronavirus was laughed at -- what a different world we live in six weeks later.

But first -- Michael gives insight into looking through the numbers; for all of the turmoil, the economy and the markets will build new lows and eventually climb to new highs. Investors must have discipline, and above all, patience.

And regular Dan Mahaffee calls in to share his thoughts on the changes in politics the pandemic has brought, and gives his insight into the Odd Couple, and new axis of power in DC, Steven Mnuchin and Nancy Pelosi.

Join us as we go beyond the headlines on Wall Street, Washington, and The World -- it's the FarrCast!

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