…and what this means for investors How the Federal Reserve’s approach to communication and policy has transformed Why traditional recession indicators failed in the recent cycle The conversation features numerous…
Search Results for: federal reserve
Practical Lessons from Ed Yardeni
…curve inversions failed this time, and why focusing on labor market data proved more valuable. Yardeni’s perspective on the Federal Reserve’s evolution in handling financial crises offers crucial context for…
Academic Research Summary: Does It Matter Why Factors Work?
A groundbreaking new study challenges conventional wisdom about how we look at investing factors. The paper, “Does Peer-Reviewed Research Help Predict Stock Returns”, written by Andrew Chen of the Federal…
Practical Lessons from Meb Faber | Dividends, Trend Following and a Timeless Asset Allocation
…where Meb shares perspectives that often challenge conventional wisdom, including his thoughts on dividend investing, trend following, and the Federal Reserve. We discuss: – The limitations of dividend-focused investing strategies…
The Mechanics of Deleveragings - And Where the Current One Fits In | Andy Constan
…impacts of factors like AI and deglobalization on the economy. We explore his views on different economic scenarios and the Federal Reserve’s actions. As always, Andy provides nuanced insights into…
You Probably Don't Believe These Ten Investing Ideas. Evidence Suggests You Should | Meb Faber
…We explore a wide range of topics, including the Federal Reserve’s performance, dividend investing strategies, international diversification for U.S. investors, trend following, and the relationship between interest rates and stock…
The Challenge of Persistent Inflation with Bob Elliott
…Federal Reserve’s policies, and the overall state of the economy. Bob shares his insights on how market price targets can be evaluated from a fundamental perspective and discusses the role…
Challenging the Foundation of Asset Pricing Theory with Andrew Chen and Alejandro Lopez-Lira
…research. Our guest this week recently published a paper that calls those core ideas of asset pricing theory into question. We speak with Andrew Chen, Principal Economist at the Federal…
Advice from the Bond Market’s Buffett
…around June, similar to the federal-funds futures market’s predictions. In addition to the conflict in the Middle East, Fuss has long been worried about U.S.-China relations and the possibility of…
Free-Money Era Ends With Worst Bond Sell-off In U.S. History
…banking crisis earlier this year, many on Wall Street are worried about just how robust the federal government’s finances are. Free money—zero interest rates and billion-dollar purchases of Treasuries every…