Calculated Risk

APRIL 22, 2025

At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. During the day, The AIA's Architecture Billings Index for March (a leading indicator for commercial real estate).

Sales

The Big Picture

MARCH 14, 2025

This week, I speak with Stephanie Kelton , Professor of Economics and Public Policy at Stony Brook University and Senior Fellow at the Schwartz Center for Economic Policy Analysis. Senate Budget Committee, and was senior economic adviser for Bernie Sanders 2016 and 2020 presidential campaigns.

Economics

The Big Picture

NOVEMBER 8, 2024

 This week, we speak with New York Times Global Economic Correspondent Peter Goodman. Prior to the New York Times, Peter began his career as a freelance writer in Southeast Asia before serving as The Washington Post’s Asia Economic Correspondent and later Shanghai Bureau Chief.

Economics

The Big Picture

MARCH 7, 2025

Prior to this role at BCG, Philipp advised financial institutions and governments at the Organization for Economic Co-operation and Development (OECD) as well as McKinsey & Company. He is a frequent contributor to Harvard Business Review and World Economic Forum. He was also Chief Economist at Stanford C.

Economics

The Big Picture

NOVEMBER 15, 2024

 This week, we speak with Colin Camerer , Robert Kirby Professor of Behavioral Finance and Economics at California Institute of Technology. He is a member of the American Academy of Arts and Sciences and holds fellowship at the Econometric Society and the Society for the Advancement of Economic Theory.

Portfolio Management

Abnormal Returns

MARCH 14, 2025

(podcasts.apple.com) Jim Pethokoukis talks the business of space with Matt Weinzierl, co-author of "Space to Grow: Unlocking the Final Economic Frontier." fasterplease.substack.com) Policy Stephen Dubner talks tax myths with Jessica Riedl, a senior fellow in budget, tax, and economic policy at the Manhattan Institute.

Budgeting

The Big Picture

MAY 1, 2025

Many, if not most, investing books aim to teach people how TO invest. The book is broken down into four categories of things not to do when youre investing. The second section of your book focuses on Bad Numbers, or in other words, misleading numbers that could drive the economy, the markets and ultimately, your investments.

Retirement

Abnormal Returns

JANUARY 23, 2025

Books An excerpt from "Gambling Man: The Secret Story of the World's Greatest Disruptor, Masayoshi Son" by Lionel Barber. Bartels, "Support for populist parties and candidates in contemporary Western democracies is driven primarily not by economic grievances but by cultural concerns." biographic.com) Behavior Larry M. Be about it.'

Economics

Abnormal Returns

NOVEMBER 8, 2024

arstechnica.com) Why you shouldn't get your economic insights from VC podcasts. rcmalternatives.com) Finance Nick Moran talks with Ted Seides about his new book "Private Equity Deals." Listening Streaming services are filled with pirated songs under sound-alike names.

Economy

Calculated Risk

MARCH 1, 2025

Fed Chair Powell speaks on the economic outlook on Friday. -- Monday, March 3rd -- 10:00 AM: ISM Manufacturing Index for February. 12:30 PM: Speech, Fed Chair Jerome Powell , Economic Outlook , At The University of Chicago Booth School of Business 2025 U.S. The key report scheduled for this week is the February employment report.

Sales

Calculated Risk

JULY 12, 2025

For manufacturing, the June Industrial Production report and the July New York and Philly Fed manufacturing surveys will be released. -- Monday, July 14th -- No major economic releases scheduled. -- Tuesday, July 15th -- 8:30 AM: The Consumer Price Index for June from the BLS. The consensus is for a 0.3% increase in CPI, and a 0.3%

Retail

Abnormal Returns

NOVEMBER 29, 2024

sherwood.news) Five economic reasons to be thankful including 'Low unemployment claims. abnormalreturns.com) Mixed media NPR staff picks for the best books of 2024 including "The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World's Fastest-Growing Sport" by Joshua Robinson and Jonathan Clegg.

Media

Abnormal Returns

MARCH 17, 2025

awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. jeffreyptak.substack.com) Global China is more diverse (economic) than you think. paulkrugman.substack.com) The U.S.

Media

Abnormal Returns

JANUARY 17, 2025

forbes.com) Economy Danny Crichton talks with Byrne Hobart and Tobias Huber authors of the new book "Boom: Bubbles and the End of Stagnation." podcasts.apple.com) Katie Gatti Tassin talks about the economics of weight loss drugs. A Self-Help Book for Societies." (engadget.com) Do you really want to listen to AI podcast hosts?

Economics

The Big Picture

MARCH 18, 2025

That insight greatly simplified my task of making the book both fun to read and helpful for anyone interested in investing. Here is a broad overview of each of the 10 main sections, which can help you quickly grasp the key ideas in the book. This book was a joy to put together, and I have been delighted at the response it has received!

Investments

Abnormal Returns

DECEMBER 1, 2024

wsj.com) The Microstrategy ($MSTR) story will make for a great book one day. econbrowser.com) The economic schedule for the coming week. abnormalreturns.com) We are doing a Bluesky-themed book giveaway just in time for the holidays. smithsonianmag.com) Why Taylor Swift is bypassing traditional book publishers.

Math

Calculated Risk

MARCH 4, 2025

At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. The consensus is for 140,000 payroll jobs added in February, down from 183,000 added in January. At 10:00 AM, the ISM Services Index for February.

Government

Calculated Risk

DECEMBER 3, 2024

At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. . • At 1:45 PM, Discussion, Fed Chair Jerome Powell , Moderated Discussion, At the New York Times DealBook Summit, New York, N.Y. •

Government

Abnormal Returns

JUNE 27, 2025

safalniveshak.com) Books A recommendation for Ben Wiener’s book "Fever Pitch: A Novel About Selling Your Vision, Raising Venture Capital, and Launching Your Startup." feld.com) The best economics books of summer including "King Dollar: The Past and Future of the World’s Dominant Currency" by Paul Blustein.

Math

The Big Picture

APRIL 17, 2025

I filled the book with my favorite errors made by ordinary investors, billionaires, and everyone in between (including myself) and how to avoid them. This was impossible, and I said so: Either you guys are either going to win the Nobel prize in economics or go to jail. That was the pitch for securitized subprime mortgages (MBS).

Investments

Validea

JANUARY 15, 2025

Moreover, high free cash flow yield stocks tend to exhibit defensive characteristics during market downturns, as their robust cash generation provides a buffer against economic uncertainties. These companies are often better positioned to maintain their operations and financial commitments even when business conditions deteriorate.

Valuation

The Big Picture

FEBRUARY 25, 2025

He’s published 21 books. He was chairman of the Yale’s Endowment Investment Committee and his, not only did he write 21 books, his new book, rethinking Investing, is just a delightful snack. I found the book excellent. Barry Ritholtz : You detail that in the book. Charley Ellis : Thank you, Barry.

Investments

The Big Picture

MARCH 13, 2025

I have known Scott Galloway since way before his first book, The Four , came out in 2017. market is overvalued, and if the alternative investment industry is one of the biggest grifts in economic history. This is the first podcast where i am discussing the book. This is the first podcast where i am discussing the book.

Investments

The Big Picture

MARCH 6, 2025

How should investors view the relationship between trade policy and inflation in the current economic environment? Gwinn Professor of Economics Masters in Business (coming soon) ~~~ Find all of the previous At the Money episodes here , and in the MiB feed on Apple Podcasts , YouTube , Spotify , and Bloomberg. What was it about?

Economy

Diamond Consultants

DECEMBER 18, 2024

Moving a book of business comes with risk and hassle that advisors deserve to be compensated for. For an advisor who wants to maximize the economics of a transition, a move to another traditional firm before sunsetting may be a better route ( move once, monetize twice ). Advisors only move for money and/or when theyre unhappy.

Recruitment

Abnormal Returns

MARCH 13, 2025

Books An excerpt from "Abundance: How We Build a Better Future" by Ezra Klein and Derek Thompson. wsj.com) A deep dive into the economics of self-driving cars. nytimes.com) A Q&A with Thor Hanson author of "Close to Home: The Wonders of Nature Just Outside Your Door." theconversation.com) How the postal service shaped America.

Media

The Big Picture

DECEMBER 11, 2024

And if you go out there, there’s a thousand books and there’s 10, 000 hours of podcasts focusing on health and wellbeing these days. And it begins with decision making, and this is a direct relationship to the ideas coming from behavioral economics, um, and this idea that we are not always rational decision maker.

Food

Diamond Consultants

DECEMBER 16, 2024

Multigenerational teams have several options for monetizing and transitioning the book from one generation to the next. Namely, even when senior advisors have a rockstar inheriting advisor in place, these Gen 2 advisors seldom have the capital at hand to facilitate the purchase of the book in a timely and orderly fashion.

Wealth Management

Validea

JANUARY 14, 2025

As AI continues to dominate market sentiment, companies at the forefront of this revolution have not only fueled impressive stock market gains but are positioned to be key drivers of economic expansion in the decades ahead. Here are the top 10 most fundamentally sound AI stocks selected using our guru models as of January 2025.

Economics

Calculated Risk

JANUARY 11, 2025

For manufacturing, the December Industrial Production report and the January New York and Philly Fed manufacturing surveys will be released. -- Monday, January 13th -- No major economic releases scheduled. -- Tuesday, January 14th -- 6:00 AM: NFIB Small Business Optimism Index for December. The consensus is for a 0.4% down from 0.2.

Retail

Calculated Risk

JANUARY 14, 2025

At 2:00 PM, the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. At 8:30 AM, The New York Fed Empire State manufacturing survey for January. The consensus is for a reading of -2.0, down from 0.2.

Manufacturing

Zoe Financial

DECEMBER 28, 2024

Read books and blogs , attend webinars, or consult with a wealth advisor to deepen your understanding of investments, estate planning, and other topics. Opinions expressed by Zoe Financial are based on economic or market conditions at the time this material was written. Economies and markets fluctuate.

Estate Planning

Steve Sanduski

JULY 15, 2025

Edward is the author of a new book called Chokepoints: American Power in the Age of Economic Warfare. Edward Fishman and I discuss: Key economic “chokepoints” in our world today and which countries control them. Are the markets underestimating the economic risks of this geopolitical moment?

Portfolio

Calculated Risk

NOVEMBER 30, 2024

2:00 PM: the Federal Reserve Beige Book , an informal review by the Federal Reserve Banks of current economic conditions in their Districts. -- Thursday, December 5th -- 8:30 AM: The initial weekly unemployment claims report will be released. The consensus is for 55.5, down from 56.0.

Manufacturing

Abnormal Returns

MAY 22, 2025

abnormalreturns.com) Mixed media 16 books from JPMorgans annual summer reading list including: Economic Spotlight: Our Dollar, Your Problem: An Insiders View of the Seven Turbulent Decades of Global Finance, and the Road Ahead by Kenneth Rogoff. Sign up for our daily e-mail newsletter.

Investments

Validea

JULY 3, 2025

This exclusive club includes under 70 companies spanning multiple economic sectors. These firms have successfully navigated various economic conditions while continuing to boost their payouts, showcasing their capacity to produce dependable cash flows and allocate capital wisely. Take a Free Trial Today!

Debt Management

The Big Picture

FEBRUARY 22, 2025

Echo Beach ) Why Japan Succeeds Despite Stagnation : For more than three decades, Japan has endured near-complete economic stagnation. He is the author of 21 books, including Winning the Losers Game (now 8th ed). His most recent book is is Rethinking Investing: A Very Short Guide to Very Long-Term Investing.

Transportation