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Broken Pie Chart

Sep 26, 2021

Jay Pestrichelli, CEO of ZEGA Financial is back to discuss key market themes including comparing September to other months. Guess Which month is the worst? Evergrande in China and what is going on with their bonds. The Fed Taper and interest rates. Economy and GDP growth slowing? Housing starts along trendline. Plus,...


Sep 19, 2021

Google web searches for the term Stagflation are spiking. More pundits are mentioning the S word. So what is Stagflation and what should be looking at to tell whether this is a real risk to the economy?

 

What is stagflation

How to measure slowing growth

How to find CPI inflation data

Where to follow unemployment and...


Sep 15, 2021

Marcel Benjamin is back on the show for another appearance to dig into the details around TIPS Bonds (Treasury Inflation Protected Securities). How they work and why they are misunderstood by many. Plus, we discuss interest rate risk comparing high and low interest rate environments. Yup, even a little bond convexity...


Sep 6, 2021

Derek goes beyond the headlines to look under the hood of the labor market, jobs, and unemployment. Plus, he reviews the container shipping issues and port delays, semiconductors now delayed over 20 weeks. Finally, he discusses whether the government stimulus for a drop in demand might have miscalculated the recession....