How little we learned from COVID. March 13, 2...

– The pros and cons of an interest only mortgage? – How do I think about international investing in the face of a higher dollar? – What happens to my mortgage in a sound money system?See omnystudio.com/listener for privacy information. 

– Responding to the SaaSpocalypse – Surprisingly good GDP numbers – The risks of a higher oil price… and the costsSee omnystudio.com/listener for privacy information. 

Wharton’s Jeremy Siegel and David Rosenberg of Gluskin Sheff expect the Fed to cut interest rates in the coming year as the latest GDP report reveals some troubling trends. But they disagree on whether the slowdown will lead to a recession.<hr><p style='color:grey; font-size:0.75 ...  Show more

As serious economic weakness begins to increasingly show itself, the Fed is going to pivot and thereby try to sell the public on lower rates as somehow being something positive. A small bit of economy insurance and nothing more. And they'll point to 1995 as for why. In reality ...

Expectations for 2023’s economy were rather sour — and what delivered blew predictions out of the water. But what are economists anticipating for the year ahead? Plenty of high hopes, including predictions of a rising S&P 500 index, falling inflation, lower interest rates and an ...  Show more

The US consumer has powered the global economy in recent years, but are signs of strain starting to form? Goldman Sachs Research’s Chief US Economist David Mericle, and Kate McShane and Bonnie Herzog, co-business unit leaders of US consumer, discuss the outlook for consumer spend ...  Show more