The FarrCast : Wealth Strategies

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Episode 21 Mar 07, 2018

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Washington is rocked as Gary Cohn resigns! Will markets shudder too? Tariff arguments are pitting the GOP against itself! How will it affect companies and workers on the factory floor? There is a lot to move the markets. We have the experts, Kenny Polcari, Matt Leffingwell, and a special guest from the steel industry, Craig Bram, CEO of Synalloy Corporation, to help our listeners sort it out. Polcari says markets will be nervous about Cohn's departure, and more volatility is likely to be injected into the markets. Leffingwell says the Republicans are furious about the tariffs, and Cohn's departure leaves the White House with fewer experts. Craig Bram talks about what the tariffs mean for a specialty producer, and why a targeted tariff would be a boon for the industry and for Synalloy. Listen to the FarrCast and learn what the news is on Wall Street, in DC, and in industry. How will they three collide, and importantly: what does it mean for the economy, the markets, and your money?

Episode 20 Feb 28, 2018

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Jerome Powell has his first biannual testimony on the Hill, and here on the FarrCast we have a fantastic guest to guide us through -- former Federal Reserve Governor Mark Olson. Michael, Kenny Polcari, and Mark Olson talk about the opening of the Powell era, a Fed Chair who pays attention to the markets, but understands the markets are NOT the economy. Markets have been up and down since the correction, mostly up -- is the correction over? Matt Leffingwell joins Michael for second segment. It's a big week in Washington -- in addition to a new Fed Chair, the Mueller investigation has new twists and turns with the Gates guilty plea. Jared Kushner still doesn't have security clearance, and Matt explains what that means politically and practically. Listen in, learn (and maybe have a laugh along the way!) Download and subscribe today!

Episode 19 Feb 21, 2018

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It's another week and another fabulous FarrCast. On the FarrCast, we believe that emotion is the enemy of the long term investor, and it has been an emotional month in the Markets. Kenny Polcari joins Michael and tells why he thinks the correction was too quick, and the markets are still under pressure. Matt Leffingwell joins us to catch up on what is going on in Washington. Congress is in recess, but the Administration sideshow continues -- Matt picks out what could be serious and what are just distractions. The FarrCast special guest tonight in Dr. Albert Simmonds, and Michael discusses another third-rail issue in American politics-- the economics of healthcare. No one wants cut-rate service for healthcare, and the pressures put on doctors to managed care increases costs. As the population ages, more and more of the nation's GDP is devoted to entitlements and puts even more structural pressure on the system. There aren't simple solutions, and on the FarrCast, we look at the granular, complex questions. Listen in, download, and subscribe today!

Episode 18 Feb 14, 2018

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It's been a wild week in the markets, but tune in to the FarrCast, and it all makes sense! Michael and regular Kenny Polcari help discern the signal from the noise. The markets tested technical support levels, and Kenny tells us that it's not over-- more churn is to come. We have another great guest on the FarrCast -- from The Australian Financial Review, correspondent John Kehoe. John gives us deep insight not only into the foreign perspective on American politics, but also the American economy. The corporate tax reform in the US has placed pressure in other economies as they compete for capital. John also gives us a deeper understanding of the complexities of trade policy across the Pacific Rim. It's not just the markets that have been wild, but DC as well. There's been another government shutdown (that was over the next morning) and now (maybe) a budget deal. We talk about fiscal (non)discipline, and the economic implications of the horse trading going on. Listen in, download, and subscribe today!

Episode 17 Feb 08, 2018

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The Dow is down over 1000 for the second time in a week - what does it mean for you? Michael talks about that with Kenny Polcari, as well as what we should expect from the Market in the coming days and weeks. Plus : The Budget Busting Congress! Michael discusses the budget negotiations with political insider Matt Leffingwell, and how that will impact Wall Street, and Main Street.

Episode 16 Feb 03, 2018

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On this special edition of the FarrCast, Michael talks about the bad week that Wall Street just had, what this correction means, and what to expect in the markets next week.

Episode 15 Jan 31, 2018

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Welcome to FarrCast! The markets moved down, but there wasn't panic. Kenny Polcari joins Michael and talks about the variables that are playing on the markets, and the return of volatility. If you've been listening to FarrCast, you wouldn't be panicking either. Kenny and Michael look forward so you won't be surprised at what comes next. The upcoming Treasury refunding will be a harbinger of what is to come. Matt Leffingwell comes to us from The Hill and looks at what State of the Union will bring if we see the Teleprompter President as expected, or if he goes off script and we see the Twitter President. The government is still working without a budget, and we are on our fourth Continuing Resolution. Michael and Matt are joined by Don Mooers, immigration attorney and former Congressional candidate. Matt gives his insight for a fifth (and sixth!) Infrastructure is on everyone's radar, but what are the chances of passage, and what will it mean for the economy? They discuss not only immigration, growth, and the economy, but what it means for the future of the United States. Listen in, download and subscribe today!

Episode 14 Jan 24, 2018

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It's another great episode of the FarrCast! Michael is joined by The Washington Post's Thomas Heath for this week's show and we get to the nuts and bolts of what is going on in the markets. Kenny Polcari explains the (non-)reaction of Wall Street to the shutdown, and the reaction when the shutdown ended. Matt Leffingwell joins Michael and Tom and explains how the government shutdown has weakened the Democrats' hand in Congress. The Republicans appear to have their act together -- but until the debt limit comes up, do the markets care? What really affects economic activity, and Americans' pocketbooks? What does it all mean for the economy? What does it mean for the markets? We talk about entitlements, the debt, long-term growth, and more. Download and subscribe today!

FarrCast Episode 13 Jan 19, 2018

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Volatility has returned to the markets, the dollar is getting weaker, and commodities are getting stronger. Michael and Kenny Polcari talk about what is changing, and what is next. The economic news is good and the early reporting earnings are good, but reversals are part of the markets, and spikes up and down should be expected. Michael is joined by our regular political analyst Matt Leffingwell, as well as Time Magazine correspondent Molly Ball. Matt and Molly give us great insight into the negotiations on The Hill to avoid a government shutdown. Has Congress learned anything from past shutdowns? Is Congress capable of learning anything? As immigration and the shutdown are debated, what are the economic implications, and who will the voters hold responsible if there is no deal?

FarrCast Episode 12 Jan 11, 2018

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It's the beginning of the year, and the markets are melting up. Michael and regular Kenny Polcari discuss how the fundamentals and the technicals interact, and where the momentum is taking us. The central banks around the world are gradually changing their policies, and Michael & Kenny explain what changes could bring to the markets. For all of the numbers, fear is the enemy of the long-term investor. Matt Leffingwell joins to talk about the week on the Hill -- and the possibility of compromise on DACA. Congress, both parties, are using the Dreamers as a political point, but immigration has deep implications for the economy. It's not just politics -- it's math. Michael welcomes Niloo Howe to the FarrCast, who explains to us how the social norms, and lack thereof, on the Internet feed the emerging threats in cybersecurity. Security has been an afterthought as we seek faster computers and more convenience and that means we are vulnerable. Niloo points out though that the human element is always the weakest element, and talks about what to do when, not if, you are breached.

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