Transcript: Marcus Shaw

  • Post category:Finance

The transcript from this week’s, MiB: Marcus Shaw, CEO of AltFinance, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google, YouTube, and Bloomberg. All of our earlier podcasts on your favorite…

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Transcript: Dave Nadig

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The transcript from this week’s, MiB: Dave Nadig, Financial Futurist at VettaFi, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google, YouTube, and Bloomberg. All of our earlier podcasts on your…

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Big Moves: Bears & Bottoms

  • Post category:Finance

Yesterday’s explosive move higher was exactly the sort of thing traders should have been anticipating. As I wrote last month in Groping for a Bottom, it appeared the risks were highly one-sided: “The risk here feels asymmetric: The downside appears to…

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Unconventional Wisdom

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One of the best aspects of getting the midterm elections behind us is that we no longer have to hear an endless firehose of drivel coming out of television, radio, and print media. It’s not merely that the main pundit narratives…

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Behind the Curve, Part V

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Fed Chair Jerome Powell and the FOMC increased the Fed Funds Rate another 75 bps yesterday, to 3.75-4.0%. Markets have given back much of October’s gains fairly quickly. I have been turning this over slowly in my mind, trying to assess…

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Globalization In Retreat

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While the FOMC was doing its thing (more on that tomorrow), I stumbled across the fascinating chart above from PIIE. They note: Economic integration rebounded after the Second World War and continued to increase for the latter half of the 20th…

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Dare Ya

  • Post category:Finance

is Mr. Market daring Jerome Powell to keep raising rates? That’s one way to read into today’s surging market — Nasdaq up 2.9%, the Dow tacking on over 800 points (2.6%), and the S&P 500 added 2.5%. Despite the carnage in…

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Meta-Four

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We discussed how ephemeral and short-lived great success can be yesterday in Can Anyone Catch Nokia?. As I was writing it, I had no idea it was a metaphor for what would happen a few hours later, a coincidental preface to…

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Can Anyone Catch Nokia?

  • Post category:Finance

Today’s edition of “Nobody Knows Anything” is about a once-dominant mobile phone maker. Exactly 15 years ago, Forbes’s new cover story lauded Olli-Pekka Kallasvuo, Nokia’s CEO. The headline trumpeted: “Nokia, one billion customers – can anyone catch the cell phone king?”…

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10 Wednesday AM Reads

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My mid-week morning train reads: • Fed Is Losing Billions, Wiping Out Profits That Funded Spending: Central banks around the world paying more in interest Governments may need to make up holes at central banks The Marriner S. Eccles Federal Reserve…

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Transcript: Marta Norton

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Transcript: Marta Norton The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google, YouTube, and Bloomberg. All of our earlier podcasts…

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10 Monday AM Reads

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My back-to-work morning train WFH reads: • How Should a Business Bro Dress? Trading hoodies at the home office for hard pants, we take a snapshot of the finance bros in their native habitat. (New York Times) • Why Isn’t Inflation…

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10 Sunday Reads

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Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • As Covid Hit, Washington Officials Traded Stocks With Exquisite Timing: Some sold in January 2020 when the government began mobilizing against the threat. Others bought shares as a…

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10 Weekend Reads

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The weekend is here! Pour yourself a mug of BeanBox coffee, grab a seat in the lobby, and get ready for our longer-form weekend reads: • Rent Going Up? One Company’s Algorithm Could Be Why. Texas-based RealPage’s YieldStar software helps landlords…

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10 Friday AM Reads

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My end-of-week morning train WFH reads: • Coming Soon on Netflix: A New Netflix. Netflix changed the entertainment industry forever. Can the company change itself now that it finally faces some real streaming competition? (Businessweek) • Bullard Becomes Wall Street’s Go-To…

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10 Thursday AM Reads

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My morning train reads: • Day Traders Go Back to Their Day Jobs as Stock Market Swoons: Individual investors are placing fewer trades at Charles Schwab, Morgan Stanley and Robinhood. (Wall Street Journal) • Americans Reclaim 60 Million Commuting Hours in Remote-Work…

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Transcript: Tom Rampulla

  • Post category:Finance

The transcript from this week’s, MiB: Tom Rampulla, Vanguard’s Financial Advisor Services Director, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google, YouTube, Bloomberg, and Acast. All of our earlier podcasts…

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10 Tuesday AM Reads

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My Two-for-Tuesday morning train WFH reads: • Florida Coastal Living Reshaped by Hurricane Housing Codes: Many homeowners in southwest Florida towns find it challenging to rebuild. ‘People leave and don’t come back.’ (Wall Street Journal) • What just happened won’t tell…

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