The FarrBlast

The FarrBlast is back this week as Michael Farr welcomes Kenny Polcari and Dan Mahaffee for a trip around Wall Street, Washington, and The World.

Michael Farr shares the one number he's watching, and why. Jim Iuorio joins and he shares why he's taking some profits. Jim is staying constructive, but not exactly bullish. Dan Mahaffee joins with insight into how next month's midterm results will set the tenor of the 2028 Presidential race. Experts and insiders brought to you every week to help better understand our world -- it's...

The calendar rolls over to the fourth quarter and Michael Farr welcomes Jim Lebenthal, who remains optimistic in spite of a rough September and cracks appearing in the bond market. And it's not Pollyanna-ish: Jim has his reasons and explains his pillars of long term investing. Mahaffee is still in Europe, but we have a special treat as Daryl Owen joins for a look at DC, and his expertise, the...

It's an abbreviated edition this week, as Mahaffee and Polcari are on the road, but Michael Farr is with you with insights into the markets and Washington. Robert Farr joins with talk of FOMO and what he's hearing from clients. The bond market has spoken, and the equity market is catching up. We are seeing a bifurcation in the market that is more than just September jitters. The Administra...

The Federal Reserve pulls the trigger on the rate hike, and Michael Farr and Kenny Polcari discuss what it means, and doesn't mean for the markets. Dan Mahaffee joins for the geo politics of inflation, and how in the interrelated world, nothing can be compartmentalized. Plus, Dan puts on his tin-foil hat for a moment to talk about coincidences that he is worried aren't coincidental.

Michael Farr opens with a look at the real estate market and the trajectory of the bifurcation in household wealth. Dan Mahaffee joins for a dive into the minds of DC politicians as we slouch towards the midterms.

The markets have been trading sideways all summer, but that doesn't mean there aren't opportunities. Jim Iuorio joins Michael Farr for his take on the AI trade and where Jim is looking for value today. Dan Mahaffee says gas prices are going to stay high, and the Canadians aren't going to fold. It's The FarrBlast -- experts and insiders to give you an edge!

For investors, the music from AI is continuing loud and strong as NVidia posts blowout earnings. Michael Farr welcomes Kenny Polcari for a look at the numbers and the broader implications of the AI theme to the economy. Dan Mahaffee joins for a look at the Senate races shaping up and a quick look around the world.

The bond market is beginning to move and the stock market is taking notice. Michael Farr begins this week with Kenny Polcari who says the AI theme is as robust and compelling as ever -- but the calculus is changing. Michael and Kenny discuss the difference and separate between a great idea and a great investment. Dan Mahaffee joins for a look at the primaries and reminds us, in case we forgot, Nor...

On this week's FarrBlast Michael Farr talks markets with Jim Iuorio, and presents a case that the Fed raising short term rates may actually ease pressure on the bond market, and *lower* rates on the long end. Jim shares a litany of concerns, and explains why he's still bullish. Dan Mahaffee joins for a look at the Camp David dust up and how the geo politics of the world are shifting. Start next we...

The markets (or at least the computers) had a little tantrum listening the Chair Walsh on Wednesday. And the Iran War continues off again/ on again. Michael Farr sorts out the signal from the noise this week with Dan Mahaffee and Kenny Polcari.

The FarrBlast returns from our short summer break (and Michael's jaunt to Ireland) and we welcome guests Dan Mahaffee and Jim Lebenthal. Dan helps us parse how early jockeying for 2028 is already impacting US policy and politics. Jim and Michael talk about AI and the risks involved in investing, with advice to stay focused on YOUR long term goals. We're glad you're back with us on The...

Michael Farr and the FarrBlast are back with a look at Wall Street, Washington, and The World as the US ticks past its 250th birthday.

The Warsh era has begun at the Federal Reserve and the markets didn't like what they heard on Wednesday, but Michael Farr says courage is needed from new Chair -- and indications are Warsh has the courage to withstand the pressure. Jim Lebenthal gives his view on the markets, and Dan Mahaffee says deal making is done in DC and election season is upon us.

This week Jim Iuorio shares some of the levels he's looking for in the markets to drive his decisions, and Dan Mahaffee gives insight into how the domestic political lanscape is being driven by foreign developments. Join Michael Farr for a look at Wall Street, Washington, and The World.

The data was good this week -- and markets went into a tailspin. Join Michael Farr and his guests Robert Farr and Dan Mahaffee to understand what went on in markets and the world and prepare for the week upcoming.

Michael Farr welcomes back Jim Lebenthal and they have an insightful discussion on risk management in today's markets. Dan Mahaffee updates on the latest movements (and non-movements) with Iran and touches on the greater implications for US security and economic stability. It's a don't miss FarrBlast -- listen and share with a friend!

We have a special abbreviated edition of The FarrBlast as Michael Farr shares his insights into the markets and how the geo political instability and domestic policy are coming together to create economic stress. Is this the dot-com era redux? There are meaningful differences, but the bond markets are beginning to argue with the stock market-- and that, historically, is a big flashing yellow. List...

The President goes to China and Iran remains unresolved. Yet markets climb the wall of worry. Go beyond the headlines to what investors need to watch with Michael Farr and guests Kenny Polcari and Dan Mahaffee.

The volatility continues as the Adminstration vascillates between escalation and peace with Iran. Michael Farr welcomes Jim Iuorio for a discussion of the markets, and Dan Mahaffee for analysis of diplomacy in flux. Plus, keep an eye on your feed this weekend for a special FarrFocus episode with energy expert, Daryl Owen.

Michael Farr welcomes Dan Mahaffee for insight on the economic disruption of the Iran War and the prospects for opening the Strait of Hormuz. (Dan is NOT optimistic.) Then Kenny Polcari joins from his old haunt, the New York Stock Exchange, and Kenny reminds us that while politics create chaos in the short term, they do not price markets in the long term. It's a don't miss FarrBlast -- lis...

Markets are at all time highs, but caution is the by-word as world events continue to unfold. Michael Farr shares his insights into the rising markets, where strong earnings beats are no longer the catalyst for strong performance, but now the price of admission to avoid a sell-off. Dan Mahaffee joins Michael for the latest from Iran, the Senate floor, and what the calculus in Beijing appears to be...

Markets are acting like the world is all sunshine and rainbows, but Michael Farr shares some of his concerns and why he is cautious. (As well as optimistic in the long term.) Michael welcomes Dan Mahaffee, who is recently returned from the UK where he had discussions with academic, government, and business leaders. The world continues to change and Michael and Dan explore what the economic ramific...

The markets celebrated the announcement of a cease fire, and Michael Farr welcomes Jim Iuorio for a look under the hood. Is this the all-clear? Jim re-evaluates his advice from last week, and shares the technical levels he's looking for now. Plus, Michael and Jim talk about the changing mechanics of the market, and Michael shares his thoughts on the diplomacy, and lack thereof, of the day.

In this bonus episode, Michael Farr has an extended discussion with Dr. Jeffrey Lacker, former President of the Federal Reserve Bank of Richmond. Dr. Lacker previews the dilemma facing the new Warsh era at the Fed as policy makers wrestle with the shocks created by the Iran War and more. While he sees some heartening signs from Congress on fiscal discipline, Dr. Lacker notes that the current relia...