In this episode of Grow Money Business we take stock of the potential AI bubble, the recent Nvidia (NVDA) earnings call, and the November rout in cryptocurrencies. Show Notes [01:44] Market…
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Government Shutdown, Labor Slowdown, but the Economy is Holding
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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October Market Commentary – Is the Market Tuning Out Noise or Ignoring a Warning Siren?
September Recap and October Outlook After a pause in interest rate cuts since the last cut at the December 2024 FOMC meeting, the Federal Reserve finally reduced rates by 25 basis points at the September…
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Are We in a Stock Market Bubble? Should I Buy Gold or Bitcoin? l Ep 262
In this episode of Grow Money Business we cover the current state of the market and whether we’re in a bubble or not. We also respond to a listener question about whether they should add…
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Lower Rates, Higher Inflation?
August Recap and September Outlook An extremely low jobs report for August, released in the first week of September, focused all attention on the jobs market. The real shock wasn’t the low number of jobs…
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The Silly Season Gets Serious – August Market Commentary
July Recap and August Outlook The hot days of high summer are usually regarded as the “silly season” because, lacking important news, the media tends to look for trivial material that will capture viewers. Not…
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The Limits of Data in an Ever-Changing Environment
May Recap and June Outlook May was a month of differing perspectives. Markets turned positive on a belief that a solution on tariffs would be eventually forthcoming, and the continued whipsawing headlines began to have…
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How Markets Are Reacting to Tariff Negotiations and the US Debt Downgrade l Ep 258
In this episode of Grow Money Business we review what the markets have done as news of trade negotiations has trickled out over the last few weeks. We review whether tariff policy leads to inflation…
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Does Volatility + Uncertainty Equal Recession
April Recap and May Outlook April began with the shock of tariff announcements that were much more punitive than anticipated by businesses, markets, investors, and economists. Equity markets promptly pulled back, even entering bear…
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