The Reformed Broker

NOVEMBER 22, 2022

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Bob Commodities – The post People hate inflation, but unemployment is worse appeared first on The Reformed Broker. Tesla 50% Drawdown – “Tesla Is Stock Market’s Biggest Laggard” ?Commodities

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The Reformed Broker

JULY 26, 2022

On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ?Make Recession is Consensus – Food price inflation crowding out spending on other goods, most no. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts?

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Food Investing Investments Marketing 141

Abnormal Returns

JANUARY 18, 2023

Podcasts Dr. Jim Dahle talks with Ben Carlson about a broad range of topics from inflation to cryptocurrency to how to pick an asset allocation and stick to it. whitecoatinvestor.com) Dan Harris talks with Spencer Sherman is the founding CEO of Abacus, a values-driven financial firm.

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Asset Allocation Insurance Banking Portfolio 217

The Big Picture

OCTOBER 19, 2023

From an economic standpoint, things are much better than people seem to be willing to admit: The rate of inflation has plummeted by two-thirds from 9% to a little over 3%, but 60% of respondents believe inflation is “continuing to increase.” 2 Regardless, something is amiss. And the words expressing “Joy” or “Neutral?”

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Media Economy Economics Wealth Management 350

Calculated Risk

MAY 10, 2023

Here a few measures of inflation: The first graph is the one Fed Chair Powell has been mentioning. Will services ex-shelter inflation be persistent, or will it follow a similar pattern as goods? This is a topic I discussed in Pandemic Economics, Housing and Monetary Policy: Part 2. Goods inflation was transitory.

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Food Economics 145

Calculated Risk

JUNE 13, 2023

Here are a few measures of inflation: The first graph is the one Fed Chair Powell has been mentioning. Will services ex-shelter inflation be persistent, or will it follow a similar pattern as goods? This is a topic I discussed in Pandemic Economics, Housing and Monetary Policy: Part 2. Goods inflation was transitory.

Food 142

Food Economics 142

The Big Picture

OCTOBER 20, 2023

I’ve mentioned this in the past , but I happened across the chart above, and it serves as a reminder to revisit this topic in greater detail. And over the past few centuries, those returns have greatly exceeded inflation. You get paid in dollars. That compensation is in a currency that is a widely accepted medium of exchange.

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Investing Investments Math Medicine 337

Discipline Funds

JANUARY 26, 2024

Here are some things I think I am thinking about: 1) Inflation is dead?!? This week’s data confirmed what we’ve long been predicting here – disinflation is well entrenched and the risk of a big resurgence in inflation is very low. That’s the lowest inflation reading since March of 2021.

Government 91

Government Economy Marketing Marketing 91

Validea

FEBRUARY 24, 2023

Andy has built a unique macro framework that incorporates growth, inflation, flows and risk premia. We discuss a wide variety of topics, including the interaction between Fed and Treasury policy, the biggest lessons he learned at Bridgewater, the future of inflation and what his framework says about the current market.

Marketing 81

Marketing Marketing 81

Advisor Perspectives

NOVEMBER 29, 2023

The unhappiness of American consumers despite rapid job and economic growth in the past few years is a hotly debated topic. Is it inflation? High borrowing costs for homes and automobiles? Crowded airports and packed airplanes?

Economy 52

Economy Economics 52

Calculated Risk

AUGUST 10, 2023

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned when services less rent of shelter was up 7.6% Earlier this year, a key question was: Would services ex-shelter inflation be persistent, or would it follow a similar pattern as goods? Goods inflation was transitory. year-over-year.

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Food Insurance Economics Accounting 95

Calculated Risk

JULY 12, 2023

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had been mentioning when services less rent of shelter was up 7.6% Will services ex-shelter inflation be persistent, or will it follow a similar pattern as goods? This is a topic I discussed in Pandemic Economics, Housing and Monetary Policy: Part 2.

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Food Insurance Economics Accounting 97

Validea

FEBRUARY 8, 2024

We talk with Kai Volatility founder Cem Karsan about a wide range of topics, including the future outlook for inflation, what the Fed is likely to do going forward, structured products, ODTE options, the importance of thinking in probabilities and a lot more.

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Calculated Risk

APRIL 12, 2023

Here a few measures of inflation: The first graph is the one Fed Chair Powell has been mentioning. Will services ex-shelter inflation be persistent, or will it follow a similar pattern as goods? This is a topic I discussed last month in Pandemic Economics, Housing and Monetary Policy: Part 2. Goods inflation was transitory.

Food 93

Food Economics 93

Calculated Risk

MARCH 14, 2023

Here a few measures of inflation: The first graph is the one Fed Chair Powell has been mentioning. Will services ex-shelter inflation be persistent, or will it follow a similar pattern as goods? This is a topic I discussed yesterday in Pandemic Economics, Housing and Monetary Policy: Part 2. Goods inflation was transitory.

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Food Economics Accounting 97

Nerd's Eye View

JANUARY 13, 2023

FINRA has released its enforcement priorities for 2023, including a continued focus on compliance with Regulation Best Interest as well as several new priority topics, such as manipulative trading, fixed-income pricing, and trading in fractional shares.

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Financial Planner Retirement Planning Compliance Retirement 164

Nerd's Eye View

AUGUST 5, 2022

How the proposed “Inflation Reduction Act” will impact financial advisors and their clients. From there, we have several articles on advisor content marketing: How advisors can generate topic ideas for content to engage their target audience.

Financial Planner 183

Financial Planner Compliance Insurance Financial Advisor 183

Calculated Risk

NOVEMBER 14, 2023

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned earlier when services less rent of shelter was up 7.6% Earlier this year, a key question was: Would services ex-shelter inflation be persistent, or would it follow a similar pattern as goods? Goods inflation was transitory.

Food 70

Food Economics 70

Advisor Perspectives

OCTOBER 16, 2023

In it, they discuss four topics: (1) an update on inflation, interest rates, and the economy; (2) the only “legitimate” way to outperform consensus macro-economic forecasts when all investors possess the same information; (3) examples of this approach in practice; and (4) Woody ’s two future research topics.

Marketing 52

Marketing Marketing Economy Economics 52

Discipline Funds

APRIL 10, 2023

Topics include: What is hyperinflation and is there a risk of it occurring in the USA? How banks create money and why the recent Fed programs are unlikely to create high inflation. Risks of the national debt going forward and why policymakers need to use fiscal policy to dampen inflation.

Banking 52

Banking Media 52

Calculated Risk

SEPTEMBER 13, 2023

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned earlier when services less rent of shelter was up 7.6% Earlier this year, a key question was: Would services ex-shelter inflation be persistent, or would it follow a similar pattern as goods? Goods inflation was transitory.

Food 67

Food Economics Accounting 67

Truemind Capital

MAY 3, 2024

Recently, an article by The Ken titled – Why more 40-somethings are becoming ‘unwilling retirees’ brings the spotlight back to this topic. This has been voiced by many veterans earlier. Gone are the days when one could think of retiring comfortably in their 60s. The retirement problem en-mass will show over the next decade.

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Retirement Planning Retirement Planning Education 52

Tobias Financial

FEBRUARY 16, 2023

Inflation is hitting South Florida retirees and those who would like to retire especially hard. Recently, our CIO Matthew Saneholtz shared his thoughts on this topic on CBS News. Some are looking to return to work and others can’t retire because costs are soaring – from food to gas to rent. These things happen every five years.

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Food Retirement 52

Advisor Perspectives

JANUARY 3, 2023

Although the latest CPI data showed that inflation is slowing, it is still the number-one concern for clients. How to use real assets when seeking out inflation protection. Investors are worried about the Fed’s reaction to interest rates, economic turbulence, and a potential recession.

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Assets Economics Numbers Portfolio 52

Tobias Financial

SEPTEMBER 30, 2022

The discussed topics included market performance, breakdown of broad economic data and their effect on planned giving. Chad spoke at length about the nature of inflation we are seeing, the economy, and how it’s moved somewhat from a supply side to demand side issue.

Planning 52

Planning Economy Economics Portfolio 52

Nationwide Financial

JUNE 15, 2023

What will inflation do to my savings? Our LinkedIn Live discussion covered topics, ranging from insights on inflation, a potential recession and market trends, to their takes on the Federal Reserve’s latest announcement on interest rates. Investors have a lot on their minds these days—Are we headed for recession?

Clients 59

Clients Economy Economics Retirement 59

Calculated Risk

OCTOBER 12, 2023

Here are a few measures of inflation: The first graph is the one Fed Chair Powell had mentioned earlier when services less rent of shelter was up 7.6% Earlier this year, a key question was: Would services ex-shelter inflation be persistent, or would it follow a similar pattern as goods? Goods inflation was transitory.

Food 56

Food Economics Accounting 56

Nationwide Financial

JUNE 13, 2023

We found that many are bracing for a recession and are being impacted by factors in the economy such as inflation and rising interest rates. Managing risk and implications (interest rates and inflation). Hear about these themes throughout our latest podcast: Recession expectations and what the current economic environment looks like.

Economy 52

Economy Economics Retirement Management 52

Validea

NOVEMBER 29, 2022

We discuss convexity and how investors can benefit from it in their investment strategies and also cover a wide range of other topics, including inflation, housing, Fed policy and a lot more. We hope you enjoy the discussion. Listen on Apple. Watch on YouTube.

Portfolio 52

Portfolio Management Investing Investments 52

Carson Wealth

JANUARY 29, 2024

Consumption is running hot, thanks to strong growth in inflation-adjusted incomes. Core inflation, excluding food and energy, is now running below the Fed’s target. after adjusting for inflation. Yet again, the economy continues to be underestimated — a topic we’ve discussed on these pages several times.

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Marketing Marketing Economy Government 97

Discipline Funds

JANUARY 12, 2024

Their average user probably doesn’t care about this at all, but the word Vanguard means “leading the way in new developments” and while Bitcoin is definitely a new and controversial topic it doesn’t seem very Vanguardian to be 100% closed minded to new ideas like crypto. 2) Is inflation flaring up again?

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Insurance Portfolio Assets Clients 85

Investment Writing

FEBRUARY 13, 2024

Inflation calculator Wondering how much overall U.S. inflation has increased over a specific period? Bureau of Labor Statistics CPI Inflation Calculator. She has an uncanny ability to make very complex investment and/or economic topics accessible and understandable to anyone.” Use the U.S. Shake up your brain!

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Clients Sales Communication Investing 52

Investment Writing

FEBRUARY 13, 2024

Inflation calculator Wondering how much overall U.S. inflation has increased over a specific period? Bureau of Labor Statistics CPI Inflation Calculator. She has an uncanny ability to make very complex investment and/or economic topics accessible and understandable to anyone.” Use the U.S. Shake up your brain!

Clients 52

Clients Sales Communication Investing 52

Nerd's Eye View

DECEMBER 26, 2022

and inflation levels not seen in several decades. As many of you noted in response to our Reader Surveys, most choose which content to read or listen to based on headlines and topics that are of interest (and skip the rest). This year has been challenging for many financial advisors as they help their clients (and their own firms!)

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Financial Advisor Financial Advice Estate Planning Planning 175

Brown Advisory

MAY 25, 2021

Inflation in the U.S. Economy: Risks & Recommendations ajackson Tue, 05/25/2021 - 08:12 Our new report, “Inflation in the U.S. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response.

Economy 52

Economy Clients Economics Portfolio 52

Brown Advisory

MAY 25, 2021

Inflation in the U.S. Our new report, “Inflation in the U.S. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response. Which pockets of the stock and bond markets may offer the best protection from inflation.

Economy 52

Economy Clients Economics Portfolio 52

Validea

JANUARY 17, 2023

.” We cover a wide range of factor investing topics, including the future of value investing, composites vs. individual metrics, the different approaches to multi-factor investing and factor timing. Listen on Apple. Listen on Spotify.

Investing 59

Investing Investments 59