The FarrCast : Wealth Strategies

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This Sounds Like a Third Grade Spat May 22, 2018

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It's another great FarrCast! Michael welcomes Jim Iuorio from Chicago Mercantile Exchange to talk markets. Are the markets worried about trade? Maybe a little-- but the big story is interest rates. Does the economy have enough momentum to thrive in the rising rate environment? DC is the gift that keeps giving and Dan Mahaffee is back to guide us through the dysfunction. The House fails to pass a Farm Bill; this could be harbinger of things to come. And could have economic ramifications. Dan and Michael go through some of the names they are watching in the spring -- and ones you should too. John Kehoe joins Michael to talk trade, China, and N. Korea. It's a trade cease-fire this week. John goes into the deep structural issues that exist in Sino-American relations that are being glazed over. Political issues have real economic impacts beyond daily noise. But John sees the Fed as the biggest issue facing the economy.

I Was Told There Would Be No Math May 16, 2018

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Kenny Polcari on the markets -- we've broken resistance, what next? Clayton Allen gives us a deep dive into NAFTA, Iran, and international trade. Dan Mahaffee connects the threads. We've been all over the place in the markets. We have a 3.1% ten-year, and an ever stronger dollar. Kenny Polcari tells us where the market is, and what the markets are trying to figure out. The pieces are in place for the markets to rise -- as long as inflation is steady and slow. Clayton Allen from Height Analytics joins us to give insight into NAFTA -- we are crashing into Paul Ryan's deadline for a deal. Clayton explains why there is a deadline (it's not just politics.) Clayton's expertise in trade includes energy, and he gives us a primer on why the Iran deal impacts the oil market well beyond Iran. Dan Mahaffee, Director of Policy for the Center for the Study of the Presidency & Congress joins Michael and connects the threads between politics, technology, and trade. For deep understanding of the forces shaping the economy of the future, listen to the experts on the FarrCast. Download now!

Much Older Than I Am of Course May 09, 2018

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The markets have bounced! Kenny Polcari tells us where the next level of resistance is -- and where the market goes if resistance breaks. Michael and Kenny discuss what the technical indicators are telling us, but looking at the fundamentals, they really haven't changed as the markets are whipsawing back and forth. And the fundamentals are good. Matt Leffingwell calls in from Capitol Hill this week, and talks foreign policy. The Korea situation seems to be moving positively, but the US pulling out of the Iranian deal has impacts across the world -- and across the markets. We talk about the markets and the blue chips on the FarrCast, but what are the markets like for the micro-cap companies. Michael welcomes Christopher Cuesta, CEO of TBH, a specialist in small and micro-caps. There are opportunities, but risks too. Chris takes us through what kind of management, and story he looks for. It's the FarrCast! Download, listen and subscribe today.

The devil's in the details May 01, 2018

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Big moves in the market! But Kenny Polcari tells us why the move down wasn't anything to sweat -- and why the bounce up might not go very high. Matt Leffingwell joins from Capitol Hill -- literally. There is news from both ends of Pennsylvania Avenue and Matt catches us up. Matt told us last week that Gen. Kelly's star was waning, and this week the news has shown that to be the case. Listen in to find out what the thoughts are on the Hill about the Mueller investigation and the new leaks. For our special guest, Michael welcomes Robert Ourisman of the Ourisman Automotive Group. We've heard about monetary policy, interest rates, and big economic ideas -- Robert tells us what the numbers mean where the rubber meets the road. Literally. Tune in, listen, learn (and maybe have a laugh while you do!) It's the FarrCast!

It's a rollercoaster ride (The Birthday Show) Apr 24, 2018

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Treasuries cross 3%! Dow tumbles 450 points! Caterpillar raises the spectre of "peak earnings." Is it panic on Wall Street? Kenny Polcari joins us to say it's ugly, it's uncomfortable, but it's not panic. The markets are testing technical levels and the whipsaw movements are part of the modern automated markets. Michael and Kenny talk about what the fundamentals are, and separate the noise from the signal investors need to be thinking about. Washington is the gift that just keeps giving. Matt Leffingwell gives us the insider's insight in to the waning of Gen. Kelly's influence -- and who's star is rising in The West Wing. The midterms are six months away -- what are the thoughts from The Hill on how the House and Senate are shaping up for the next Congress. Confused about the geo-politics of oil? Michael welcomes the leading energy policy expert on Capitol Hill, Daryl Owen. Daryl explains how the Iran deal and the markets influence how the Saudis manipulate production. Rising wages are beginning to impact the potential of US producers. The FarrCast is here to bring all the loose threads together. Download and listen today!

Love, Tom Apr 17, 2018

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Are the markets starting to break out? What signal do investors need to listen to through the noise? Mike Pompeo is the new sheriff in town, find out why! It's the FarrCast! Tune and in and get the inside information. Kenny Polcari joins the FarrCast tonight to explain the changing terrain of the markets. Fundamentals are strong, and markets found technical support and broke through resistance. There is a canary in the gold mine though -- Kenny and Michael talk about what the canary is telling us. Is there still room to run on the upside? Tom Heath joins Michael from The Washington Post -- corporations are awash in cash. What do buybacks mean for the retail investor? What does the average investor need to be paying attention to? What do they need to ignore? Andy Keiser, Senior Advisor for the National Security Institute at George Mason University joins for the third segment to talk geo-politics, economics, and what's going on inside the beltway, and on both ends of Pennsylvania Avenue.

Saturday Night Massacre?? Apr 10, 2018

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Markets Rally! Trade Talks Progress! But if the rumor you'll hear tonight on the FarrCast is true -- EVERYTHING is about to change. The FarrCast is back! And it's an interesting week to be back. Our special guest is the Hon. Glenn Nye, President of the Center for the Study of the Presidency & Congress. Congressman Nye gives us a historical and political perspective on the trade negotiations with China, NAFTA, and thoughts on how TPP could still be a plus. Teddy Weisberg joins Michael to talk about the wild swings in the market. Teddy is the President of Seaport Securities, and is the expert's expert, earning the nickname "The Mayor of Wall Street." Is the market adapting to the "new normal" of volatility and the unorthodox approach of the Trump administration? Matt Leffingwell returns this week to catch us up on DC. What will the response be to the latest atrocities in Syria? What do we learn (and not learn) from Zuckerberg's testimony on The Hill? What is the latest from the Mueller investigation? Matt shares the latest rumors from the cloakrooms and hallways on The Hill -- listen in to what is coming on Saturday!

Stormy Weather (and then some Sunshine) Mar 26, 2018

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The Markets had their worst week in years, then a powerful rally, and the bluster from Washington increases. But the bluster seems to have produced some movement on trade and Markets turned positive to begin the week. Listen in to the FarrCast to get your bearings on the bounces in the markets. Kenny Polcari says we'll see resistance when the S&P 500 hits 2690 and then it will churn. If we continue to make progress resolving trade disputes, we'll go through to new highs, but if not, we'll test the lows again. John Kehoe from The Australian Financial Review joins Michael for talk on politics and economics. The debt situation in the US is worrying for future growth, but business around the world looks at US tax reform favorably -- and other nations are looking at following suit. Download and listen today!

The Legal Side of Washington Mar 20, 2018

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Welcome to the FarrCast! Today we talk the legal side of Washington. Legal issues take up more and more air out of the news cycle, and could be shaking the markets. Michael welcomes long time litigator Charles Molster, who is the lawyer's lawyer, and gives his insight into the Mueller investigation and what might happen next. But first, Jack Bouroudjian tells us how this market is different from those in the past. Volatility is the new norm, and there are risks out there. Michael and Jack discuss rotations, and how the markets move faster than ever. Next up Chris Cillizza, who covers Washington politics for CNN, lays out the facts as we know them right now. Michael gives Chris quick fire questions to catch us up on the facts behind rumors in DC. Listen in and subscribe today!

Episode 22 Mar 14, 2018

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It's a special National Security Edition of the FarrCast! This week Michael welcomes Lt. Gen. Daniel Christman, USArmy (Ret.) as his special guest. General Christman began his military career graduating first in the class of 1965 at the US Military Academy, West Point. He finished his Army career as a three-star general, with a combat command in Vietnam, assistant to the chairman of the Joint Chiefs, and five years as the superintendent at West Point during his storied career. He shares with us his deep understanding of Washington, of diplomacy, and of the world at large, and we are thrilled to learn from him. The dashingly handsome Kenny Polcari is out dashing this week, but don't fret! Michael talks the markets with Teddy Weisberg. Teddy is the expert's expert, and there is a reason he's earned the nickname, "The Mayor of Wall Street." Teddy tells how this market is different from the past, and how to navigate the new normal. Matt Leffingwell (who said last week Larry Kudlow would be a front runner for NEC) talks about the change at Department of State, and how the Trump White House works. Matt says that we will have a budget bill soon. All this and more on the FarrCast. Tune in, download, and subscribe today!

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