Carson Wealth

JULY 10, 2025

To fully explore Carson’s investment forecasts, predictions for future Fed strategies, and recession risk, download the full Carson 2025 Midyear Outlook report. Download the Full 2025 Outlook 1. Build a portfolio that can withstand various economic environments, recognizing that different diversifiers work at different times.

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The Better Letter

JANUARY 2, 2025

We can imagine getting to artificial life, downloading and uploading a human mind. As always, I lead with Wall Street, the markets, and the economy, the objects of my day job. Morgan Stanley’s Chief Economic Strategist blew her call , too. He calls her up from a graffiti-marred payphone. At least it’s a videophone.

Management 106

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The Big Picture

APRIL 8, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But let’s start with your background in your career, applied mathematics and economics from Brown and then a Harvard MBA. We have a very robust economy. Lisa Shalett : Not at all.

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The Big Picture

JULY 15, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But before we get to that, let’s start with Bachelor’s in economics from Hamilton, MBA from NYU. They had the largest set of economic and financial databases in the world at the time.

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The Big Picture

APRIL 29, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You get a bachelor’s in economics from Colgate and then an MBA in finance from NYU Stern. I was an economics and English major. So let’s start with your background.

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The Big Picture

FEBRUARY 4, 2025

The transcript from this weeks, MiB: Apollo’s Torsten Slok on the US Economy & Trump 2.0 , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. WA was the career plan, always economics and finance. He was just on such a roll.

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SEI

JUNE 25, 2025

The monetary policies of the major central banks are naturally aligned with the economic conditions of the economies they oversee. This assumes that external factors, like a step-up in the tariff war or an oil price shock resulting from the Israeli-Iran war, do not push the global economy toward recession. Federal Reserve (Fed).

Banking 52

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The Big Picture

MARCH 17, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Professor Stephanie Kelton teaches Public Policy and Economics at SUNY Stony Brook. And my trajectory changed to economics by accident. And so then it became finance and series of accidents.

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The Big Picture

JUNE 16, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Never before in American history has a colossally incompetent American president tried to crater the economy. And so this is the guy who’s now directing our economy.

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Wealth Management

JULY 11, 2025

Those differences, politically and economically, took an explosive turn this year as the United States unequivocally declared its focus and preference for digital currencies over CBDCs via its current presidential administration. The underlying macroeconomic development is persistent, and inflation is increasing across the U.S.

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Harness Wealth

JULY 14, 2025

Whether you prefer downloadable desktop applications, cloud-based services accessible via web browsers, or mobile apps, each platform offers unique advantages in terms of functionality, and security features. The software landscape includes various delivery methods to suit different preferences.

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The Big Picture

JANUARY 31, 2025

Additionally, he spent time in Paris at the OECD as well as at the IMF’s division responsible for writing the World Economic Outlook. On this episode, Slok breaks down his thoughts on the US economy, inflation abroad, and what sectors are most exposed to the second Trump administration’s policy agenda.

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The Big Picture

JUNE 2, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He’s a super intelligent, thoughtful guy, very well versed in business economics and monetary policy. But I wouldn’t have made that transition if I hadn’t been an economics major.

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The Big Picture

JULY 21, 2025

The transcript from this week’s, MiB: Neil Dutta, Economics Chief at Renaissance Macro Research , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I mean, I, I knew that I had an interest in economics.

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The Big Picture

FEBRUARY 17, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We’ll get to where you work at JP Morgan, but economics bachelor’s from Columbia MBA from Harvard. So I decided to become an economics major and a psychology minor. Absolutely.

Investing 144

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The Big Picture

MARCH 11, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But their models just simply don’t allow them to understanding a dynamic changing global, interconnected economy. So I developed an interest in, in economics. I’m not American.

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The Big Picture

MAY 6, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And, and now I’m convinced that the, there’s now going to be a structural shift in credit provision in the US economy that the banks are no longer going to be the mainstay for credit.

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The Big Picture

JULY 18, 2025

 This week, I speak with Neil Dutta , head of economics at Renaissance Macro Research. Neil leads their macroeconomic research efforts, with an emphasis on analyzing the US economy, Federal Reserve, global trends, and cross-market investment themes. Prior to RenMac, Neil spent seven years at Bank of America-Merrill Lynch.

Economics 175

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The Big Picture

APRIL 5, 2024

He heads Evercore ISI’s economic research team. During his career, Hyman has been ranked as #1 in economics an unprecedented 43 consecutive times by Institutional Investor’s poll of investors. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Economics 167

Economics Economy Investing Investments 167

The Big Picture

NOVEMBER 25, 2023

He coined the term “K-shaped recovery” to describe the pandemic’s effects on the economy. Atwater coined the phrase “ K-Shaped Recovery ” to describe confidence-divide between the top and bottom of the economy post-pandemic. The work from home confidence divide was both revealed and amplified by the pandemic.

Economy 278

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The Big Picture

JUNE 17, 2023

They also wrote the 2011 bestseller “ Reckless Endangerment: How Outsized Ambition, Greed and Corruption Led to Economic Armageddon ,” about the mortgage crisis. economy, but American society as a whole. KKR) — have grown to have an outsized impact on not just the U.S.

Taxes 324

Taxes Retail Economy Economics 324

Wealth Management

JUNE 12, 2025

" Related: What Behavioral Economics Shows us about How to Manage Investor Expectations During Market Uncertainty It's always been easy to make fun of ultra-rich families who willingly spend hundreds of thousands of dollars for admission counseling at white-glove outfits like IvyWise. The conclusion was – big surprise! –

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The Big Picture

AUGUST 2, 2024

This week, we speak with Lakshman Achuthan, co-founder of the Economic Cycle Research Institute. He serves on the board of governors for the Levy Economics Institute of Bard College. In 2004, he co-authored Beating the Business Cycle: How to Predict and Profit From Turning Points in the Economy.

Economics 176

Economics Economy 176

The Big Picture

AUGUST 6, 2022

?. This week, we speak with Anat Admati, a professor of finance and economics at the Stanford Graduate School of Business. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. She specializes in corporate governance and regulations.

Banking 209

Banking Startup Government Economics 209

The Big Picture

SEPTEMBER 18, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. The World After Capital: Economic Freedom, Information Freedom and Psychological Freedom by Albert Wenger. Why Bubbles Are Great For The Economy by Daniel Gross. Books Barry Mentioned.

Economy 196

Economy Economics Sales Management 196

Abnormal Returns

OCTOBER 1, 2022

morningstar.com) Economy The August PCE price index increased 6.2% realpage.com) Companies are still hiring even though there are signs of economic weakness. wsj.com) Earlier on Abnormal Returns Podcast links: boosting downloads. (linkedin.com) ESG's growth bias has hurt returns in 2022. year-over-year.

Asset Allocation 130

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The Big Picture

JULY 22, 2023

Mian studied finance and economics at the University of Western Ontario and is a CFA and CMT charter holder. Rate sensitivity in the US economy is historically low. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg.

Economy 130

Economy Economics Banking Clients 130

Carson Wealth

JULY 18, 2024

Carson Investment Research 2024 Midyear Outlook: Eyes on the Prize The economy continues to see a solid rate of expansion with low risk of a recession. SUMMARY OF MAJOR VIEWS The economy remains resilient supported by job gains, income growth, and strong consumer balance sheets as well as productivity gains on the business side.

Investing 139

Investing Investments Economy Economics 139

Trade Brains

JULY 9, 2023

5 Stars (360k Reviews) Downloads: +10 Million Available on: Android, iOS, Windows This is our personal favorite mobile app for stock market news and updates. Engage and participate in conversations relating to your portfolio or interest You can download the MoneyControl App here! You can download the StockEdge App here!

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Marketing Marketing Valuation Portfolio 98

Carson Wealth

JANUARY 25, 2023

At long last, The Carson Investment Research team is proud to officially release our 2023 Market and Economic Outlook, aptly titled Outlook ’23: The Edge of Normal. You can download the whitepaper here. and global economies. Higher-than-expected inflation was the theme of 2022, surging to the highest level since 1981.

Investing 98

Investing Investments Economy Manufacturing 98

Carson Wealth

JANUARY 29, 2024

In 2022, positive economic data typically led to a sell-off in the stock market, and weak data often led to a rally. Strong economic growth and better data should be viewed positively, as it shows the economy isn’t falling into a recession. The economy ran above trend last year, despite high interest rates.

Marketing 97

Marketing Marketing Economy Government 97

Carson Wealth

FEBRUARY 12, 2024

But now we have a healthy economy, well-contained inflation, a Federal Reserve set to cut rates, improving productivity, record earnings, and stocks at all-time highs. As we wrote in our 2024 Outlook, “Seeing Eye to Eye” ( download here ), productivity growth is a game-changer for the economy.

Marketing 97

Marketing Marketing Economy Investing 97

James Hendries

AUGUST 23, 2022

At this rate, home sales will likely continue to slow and residential investment could turn out to be a drag on Q3 economic growth. Given the lag between Federal Reserve (Fed) policy and the real economy, we have not likely seen the bottom in the housing market. Click here to download a PDF of this report. Conclusion.

Marketing 98

Marketing Marketing Sales Economy 98

James Hendries

AUGUST 3, 2022

Perhaps the market’s biggest fear has been that the Fed may overdo its tightening to fight inflation and send the economy into a painful recession, break something, or both. He acknowledged that the economy is slowing (which is what the Fed wants) and that the full effect of the rate hikes had not yet been felt. Of course, the U.S.

Marketing 98

Marketing Marketing Economy Valuation 98

Carson Wealth

JANUARY 16, 2024

We believe the odds of a recession remain low, with continued income growth, a recovery in rate-sensitive cyclical areas of the economy, and untapped potential for productivity gains helping to support the expansion. Market participants, strategists, policymakers, and the economy rarely saw eye to eye.

Investing 96

Investing Investments Marketing Marketing 96

James Hendries

JULY 13, 2022

A global economy that was already vulnerable to inflation from supply chain disruptions, tight labor markets, excess stimulus, and loose monetary policy came under more pressure when Russian aggression in Ukraine added sharply rising commodity prices and Europe on the brink of recession to the mix. The sources of turbulence are clear.

Banking 98

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The Big Picture

AUGUST 16, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Bloomberg , and Acast. TROPIN: Yeah, I think when we got that — RITHOLTZ: But the economy really seems to be slowing. You know, it would not surprise me as earnings slow down and the economy slows down.

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