Transcript: Jon Hilsenrath, Serpa Pinto Advisory
The transcript from this week’s, MiB: Jon Hilsenrath, Serpa Pinto Advisory on the Fed, is below. You can stream and...
MiB: Jon Hilsenrath, Serpa Pinto Advisory on the Fed
This week, I speak with Jon Hilsenrath of Serpa Pinto Advisory. They discuss Jon’s 26-year career at the Wall...
Revisiting the Wealth Effect
It has been 15 years since I first addressed why the “Wealth Effect” is a simple correlation error: “The basic...
The Probability Machine
It’s late August, before a holiday weekend. You don’t need yet another analysis of POTUS’ attempt to fire Lisa Cook...
Transcript: Tom Barkin, Richmond Federal Reserve President...
The transcript from this week’s, MiB: Tom Barkin, Richmond Federal Reserve President & CEO, is below. You can stream...
MiB: Tom Barkin, Richmond Federal Reserve President & CEO
This week, I speak with Tom Barkin, Richmond Federal Reserve President & CEO. He previously spent 30 years at McKinsey...
At the Money: Austan Goolsbee, Chicago Fed President on...
At the Money: Chicago Fed President Austan Goolsbee on Tariffs, Supply Chains and Inflation (March 5, 2025)...
10 Steps to How We Got Here
Nothing ever really occurs in a vacuum. All events have preceding factors, with many prior elements bubbling below the...
Why the FED Should Be Already Cutting
The Fed held its benchmark Federal-Funds rate steady yesterday at 5.25% – 5.5%, leaving the possibility of cuts in...
At the Money: How To Know When The Fed Will Cut
At the Money: How To Know When The Fed Will Cut with Jim Bianco (March 13, 2024) Markets have been waiting for the Federal...