The FarrCast : Wealth Strategies

We've made it to September, and the FarrCast is bringing you another special before we begin Season Five later in September. Michael Farr welcomes Jim Lebenthal of Cerity Partners and CNBC for a discussion on market. Jim reminds us as the markets climb to new highs: don't confuse a bull market with brains. Investing may seem easy now, but it's not. For the second segment, Michael is joined by our...

In another summer edition of The FarrCast, Michael Farr shares what he's watching on Wall Street, Washington, and The World. Listen and share with a friend!

August is supposed to be the month the headlines slowdown -- but we always keep an eye on them on the FarrCast and this week bring a special summer episode with Dan Mahaffee and Jim Lebenthal. Michael Farr discusses the political impact of the Afghanistan debacle with Dan, and what that impact could mean to the Biden domestic policy agenda moving ahead. Michael and Dan segue to China, the second l...

It's another great FarrCast this week, beginning with our great friend, Kenny Polcari. Michael and Kenny discuss the market getting "tired" and expect a wobble in the fall. The bull market should continue, but keep some powder dry as bargains appear. For our dive into Washington, Michael welcomes Lester Munson this week to explain what the Senate vote on infrastructure is, and isn't, and why he's...

The FarrCast comes to you with an abbreviated edition this week, but still an episode packed with insight into Wall Street, Washington, and The World. Michael Farr begins with a state of the markets, and they are pretty good, in spite of Monday's sell-off. The rumors of the end of the world proved to be exaggerated. Dan Mahaffee joins with insight on the standoff in the Senate on the infrastructur...

Sometimes conversations go over time, but they are too good not to share! Listen to the bonus segment with Michael Farr and special guest, Tony Fratto.

The summer continues and markets keep inching upwards. Listen to the FarrCast for what is appearing on the horizon! Michael Farr welcomes Kenny Polcari to talk markets and Kenny says the Fed has done a remarkable job managing the shock to the economy so far -- and it never pays to fight the Fed. He expects seasonal weakness, but the economy is rebuilding and the markets will ultimately reflect tha...

We hope you enjoy this episode as much as we enjoyed making it -- we truly believe this is one of our best! Michael Farr begins by welcoming Jim Lebenthal who gives us sage counsel on navigating the emotional pulls of the market. He reminds us that corrections always come, and when we are in a correction, it always feels like something much worse. Dan Mahaffee joins for a rundown of the latest fro...

The first half of 2021 comes to a close with markets up and the economy reopens. Michael Farr welcomes Jim Iuorio, Dan Mahaffee, and special guest Mark Hamrick to review what we've seen, and preview what is likely to come. The FarrCast -- Wall Street, Washington, and The World.

Markets continue to flirt with all time highs this summer as the US restarts from the pandemic. This week Michael welcomes special guest Stephanie Link for a talk about the Goldilocks market -- and what can upset it. Stephanie has said on CNBC that some inflation will be transitory, where some won't and she goes into more detail about where she sees sticky inflation, and why passing peak growth do...

The Fed meeting has come and Jerome Powell says they are now "talking about talking about" tapering and the eventual raising of rates. What does it mean for the investing landscape? Listen to the FarrCast as Michael Farr speaks with experts on Wall Street (Jim Lebenthal, who says you have to stay invested), Washington (Dan Mahaffee, who tells us the timeline for policy changes), and The World (spe...

On this week's episode, Michael Farr welcomes special guest Jenny Harrington for a discussion of how to buy in a market at all time highs. It's easy to buy low and sell high -- but when stocks are expensive to begin with, buying high and selling higher is tricky (but not impossible!) But first, Michael begins the show with Kenny Polcari and a look at markets facing rising inflation, but piles of c...

The summer doldrums have come to the markets, but does it mean it's time to sell and wait? Michael Farr welcomes Jim Iuorio from the Chicago Mercantile Exchange who says he remains constructive on the markets as the recovery continues. Political analyst Dan Mahaffee joins to discuss the latest news from the MidEast. Is Netanyahu's dominance of Israeli politics coming to an end? Plus, he and Michae...

The markets are beginning to hit the summer doldrums, but that's not a time for investor complacency! Michael Farr welcomes guest Jim Lebenthal of CNBC and Cerity Partners for a dive into the markets. Jim says the markets can expect some choppiness, but he expects another leg up before the end of the year that will reward the patient investor. Political analyst Dan Mahaffee joins for a look at DC...

This week has seen volatility continue, and wild swings in cryptocurrencies. Michael Farr welcomes Kenny Polcari for a dive into what's going on in the markets. Kenny says the choppiness is likely to continue, and he's not worried -- but you have to do your homework. Process is boring, but boring can yield results. Dan Mahaffee joins Michael for a discussion of the state of the GOP organization. D...

This week on The FarrCast, Michael Farr welcomes special guest Andy Keiser for a dive into cybersecurity, and the big picture implications of the Colonial Pipeline hack. As we've seen this week, cyber risk is a national security risk -- but it's a business risk as well. First up though, Michael welcomes top trader and regular guest Jim Iuorio. The markets reacted badly to the inflation data this w...

After some choppiness, the Dow reached new highs this week -- Michael Farr and his guests are here to divine what may be ahead! First up is Jim Lebenthal who reminds us that the second year of a recovery is usually harder in the stock market than the first, and that more choppiness is normal. Michael and Jim talk about how some companies are shifting their outlooks, and what it can mean for the lo...

President Biden and Fed Chair Jay Powell delivered important speeches this week, and Michael Farr turns to the ever-insightful (and truly nice guy) Jack Bouroudjian to help explain how the economy, and investing landscape, are evolving. Jack helps explain why the Fed isn't as worried about inflation as some might think -- at the end of the day we know how to fight inflation, but deflation isn't as...

The FarrCast this week comes to you recorded as news was leaked about the new Biden capital gains tax proposal. Kenny Polcari joins Michael Farr to parse the market (over-) reaction. Kenny says he doesn't think it's the beginning of a correction, but if there is anything markets hate -- it's uncertainty. Dan Mahaffee gives his insight into the political strategy involved, and the (low) chances of...

Every time is different -- but the economic landscape is looking more familiar and the uncertainties more recognizable. But that doesn't mean investors can become complacent! This week, Michael Farr is joined by Jim Lebenthal to talk about the beginning of earnings season and Jim says that the bank earnings have broad implications beyond those stocks. There are plenty of long term concerns to watc...

The headlines may have cooled off in recent weeks, but there are mountains of stories impacting Wall Street, Washington, and the World -- and The FarrCast is here to help you sort it out. Michael Farr begins welcoming investor, manager, former floor specialist, and all around nice guy Kenny Polcari for his take on the market. Kenny is optimistic, but admits we've already had a good year, and perha...

The first quarter of 2021 is complete and The FarrCast is with you to help you navigate what's next. Michael Farr is joined by Jim Iuorio for a look at the markets. Jim sees the distortions of inflation in the markets, and says that markets are the place to be. The market action of the last couple of days indicates a significant turn to Jim, and he shares what indicators he's looking for, for conf...

On this week's FarrCast, we come to you with a slightly different format -- Michael Farr is joined for an extended discussion by both Jim Lebenthal and Steve Weiss from CNBC. Though they have differing strategies, they see the markets in much the same way. Michael, Steve, and Jim have a lively discussion with some arguments, more agreements, and lots to learn. We close the show with an in depth di...

It's the day after St. Patrick's Day and the day after Fed Chair Powell says inflation isn't a problem. The FarrCast is here to discuss what happens if maybe we overdo the stimulus a bit -- for overdoing the Guinness & Jameson, you're on your own. First up is Jim Lebenthal from CNBC and Cerity Partners to talk with Michael Farr on what sees in tech, travel, and the other sectors in the markets...

The markets have been choppy, but The FarrCast here is to dive in and help keep your head above water! Michael Farr is joined by Kenny Polcari for a discussion of the markets, and Kenny says the rotation was to be expected as interest rates rise. While the markets were a little spooked by how fast yields rose, they look to be a little more stable now, and Kenny is constructive looking ahead. In DC...