October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to reflect some voter dissatisfaction with the status quo. The shutdown…
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The Government Shutdown, Gold, and AI Spending l Ep 263
In this episode of Grow Money Business we review the government shutdown and what’s holding up an agreement, how that impacts the financial markets, what’s happening with gold, and a different perspective on the AI…
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Everything is Different Now – July Market Commentary
June Recap and July Outlook June saw a further complication of the macro situation as U.S. military involvement in Iran was added to ongoing tariff confusion and a worsening of the economic outlook for the…
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Tariffs, Policy, Politics and Your Portfolio l Ep 257
This episode of Grow Money Business covers tariffs, Trump’s recent economic policy, the market’s reaction, and how we should interpret all this as investors. We cover an article commenting on a recent wonky U.S. government…
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April Market Commentary: A Shock to the System: Tariffs, Stagflation and Market Corrections
March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected, creating a brief respite from worries about the impact of tariffs. It was short-lived, as…
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Tariffs, Inflation, and Taxes: Where’s the Balance?
February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or rescinded – indicated that this is a policy, not just…
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What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? l Ep 252
What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock,…
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May Market Commentary – A New POV Takes Hold
April Recap and May Outlook April had it all, and most of it was not so great. Inflation is proving sticky again, which forced the market and the Fed to reassess the timing of interest…
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April Market Commentary – What a Long, Strange Trip It’s Been
March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his admission that he’s been a Grateful Dead fan for 50 years. In his comments at…
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The Economy is Not As Bad As You Think With Eric Mason l Ep 227
This week’s guest on the show is Eric Mason. Eric is a CFO, an economist, and a TEDx speaker. He is the current Chief Financial Officer for Quincy, Massachusetts. where he provides direct analysis of…
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