Podcasts

I sat down for a wide ranging discussion on stocks, valuations, gold, bonds and inflation with Josh Brown of Ritholtz Wealth Management. Link and video below: Link: //www.youtube.com/watch?v=RlmJMHhqONQ //www.youtube.com/watch?v=RlmJMHhqONQ …

[Read more...] about The Compound with Josh Brown

This Week's Podcast This week's podcast looks at the latest moves from central banks, what is to come and what it means for assets in a slow growth environment We're seeing tightening and tapering across the globe. How will that effect current earnings estimates with equities near all time highs? I also check in on emerging markets and more. LISTEN: - …

[Read more...] about Podcast 7/14/17 – Quantitative Tightening

In the first installment of what will become a regular feature on The Boock Report, today's podcast looks at today's FOMC decision, what got us here (ZIRP) and the rate of change of interest rates versus a fairly soft economy. I also discuss what it means for various asset classes, particularly equity valuations. I also preview the upcoming BOE decisions. LISTEN:   …

[Read more...] about Podcast 6/14/17 – The FOMC and a Look Ahead