The FarrCast : Wealth Strategies

On this week's FarrCast Michael welcomes special guest Mona Mahajan, Chief US Investment Strategist for Allianz GI. Mona is one of the most respected strategists on Wall Street, a FarrCast fan favorite, and one of the smartest (and nicest!) people we ever get to talk to. Michael and Mona have a wide ranging discussion on the state of the markets, the impact of the elections, and changes in the wor...

Wall Street has hit a speed bump today, but the economy is facing much more than a bump in the road. Why the disconnect? This week on the FarrCast, Michael Farr welcomes Jim Iuorio to talk markets, and Jim says a correction could happen anytime -- but he's not expecting one imminently, and explains why (and how the resignation of the Prime Minister of Japan effects his thesis.) Dan Mahaffee joins...

Season Four of The FarrCast begins now! We've cut our summer hiatus short because there is so much to cover, and so much we want our listeners to know. To begin the season, Michael Farr welcomes Jim Lebenthal to talk about the markets; (maybe not a bubble yet, but "bubblicious") our senior political analyst Dan Mahaffee on the elections; (investors need to consider what policy arises from politics...

Join us on The FarrCast this week as Michael and his guests discuss the major headlines of the week: tech stocks are taking a breather; the stimulus plan seems to be dead in the water; and Joe Biden has finally picked his running mate. Kenny Polcari joins for the market segment and says the tech trade is rich, but not dead, and the elections will be the big story of the final quarter of 2020. The...

Michael Farr and Dr. Jeffrey Lacker, former President of the Richmond Federal Reserve Bank, continue their conversation from this week's FarrCast episode. In the bonus edition, Michael and Dr. Lacker discuss the limits of the power of any central bank, the reasons the Fed will always remain solvent, and why we aren't seeing widespread inflation. Every week The FarrCast brings you experts and insid...

The markets have consolidated near their pre-pandemic highs, but the economic data on the recovery is leveling off. In Washington, progress on a new round of stimulus is slow at best, even as extended unemployment relief expires. The future is always uncertain -- but there is more uncertainty now than ever. Don't worry, get informed! Michael Farr welcomes Jim Iuorio to explain the distortions in t...

Wall Street's eyes turn to Washington this week as The Fed meets and the Senate tries to pass a stimulus & relief package. On the FarrCast, Michael Farr invites some of the best minds on both Wall Street and Washington to help us all understand what is happening -- and what may be coming next. Jim Lebenthal of CNBC joins Michael for the first segment discussing the wobble the markets have take...

Markets strive for new highs & Michael Farr welcomes back Kenny Polcari for another discussion of where Kenny sees the market opportunities -- and where he see threats. Dan Mahaffee joins with the latest from DC and says the next round of stimulus isn't a guaranteed pass -- it might take another crisis to get it over the finish line. For our third segment, Michael welcomes Lester Munson of BGR...

The markets wobbled a bit this week, but then pushed higher. On this week's FarrCast Michael Farr welcomes Kenny Polcari to talk markets. Kenny agrees there is a disconnect between the markets (doing great) and the economy (not so much), but the economy can rise to the markets. Dan Mahaffee joins for the latest in DC, including the prospects of the next round of stimulus/relief. And in our special...

We are coming to you with another great episode of The FarrCast. First up, Michael Farr welcomes Jim Lebenthal of Cerity Partners and a contributor on CNBC. Jim says the markets aren't quite making sense right now, but with the liquidity of the Fed -- and cash on the sidelines -- a floor is likely in. Jim's sense is the market moves largely sideways this year, but thinks buying opportunities will...

The country continues the restart and on this week's FarrCast, Jim Iuorio explains his bullish-ness. He says it's too early to draw too many conclusions, but he's encouraged by the data he is seeing. Dan Mahaffee joins for a look at what the Treasury and the Fed are doing to keep the green shoots growing. And in our special guest segment, Michael Farr welcomes back Thomas Heath of The Washington P...

We come to the close of the first half of 2020, and it seems like we’ve had quite a decade in the last six months. As always, The FarrCast is with you to provide insight into Wall Street, Washington, and The World! Michael Farr gives his outlook on the markets – we are seeing good news, but not great news. The markets are acting like the news is great though. And Farr says that ultimately what pul...

Michael Farr and Heather Long continue their conversation on the economic recovery. There will be consequences for the stimulus & relief packages, but as Kenny Polcari said in the previous FarrCast episode, "There is No Playbook."  Michael & Heather explore what the fallout may be -- and when it will come. Bringing you experts and insiders every week, it's The FarrCast: Wall Street, W...

Volatility is the watchword -- in the market, in the economy, and in the world. Michael Farr welcomes another fabulous lineup of guests to help you make your way through the threats and find the opportunities in today's turbulent environment! Kenny Polcari explains the sudden breaks in the markets as prices get away from fundamentals. There are no good historical models for what the markets are fa...

The markets have retraced all of the losses for the year, but the economy is officially in a recession. How does an investor square the circle between those two facts? Listen to The FarrCast for insight into Wall Street, Washington, and The World! Michael welcomes Jim Lebenthal from CNBC in the first segment and Jim says the virtues of common sense and patience are essential in today's investing e...

Unrest in the streets, discord in Washington, economic data tanking . . . and the markets are up? Michael Farr welcomes Jim Iurio to help decipher what is going on. Jim says the markets will continue to rebound -- but the path won't be straight up. And he has a hopeful message about the current unrest in the US. Dan Mahaffee gives a DC perspective and what the handling of the pandemic and the deat...

The markets continue to move higher while the economy teeters on the brink. Confused? The FarrCast is here to help! Michael Farr begins with a quick look at the markets, and the strategy he is following to help navigate the turmoil. Dan Mahaffee joins for look at the motivations behind the crackdown in China, as well as the politics of the restart here in the US. For our special guest segment, Mic...

On the May 20 episode of The FarrCast, Michael Farr and Dr. Jeffrey Lacker continued their conversation after the show wrapped, and we kept the tape rolling! We are happy to bring you this extended bonus segment of the FarrCast. Dr. Lacker says the current market levels are plausible -- even in the face of the economic storm. He says the Fed may have gone too far too fast in the response to the pa...

The United States is beginning to re-open as the spread of the pandemic slows. Michael Farr welcomes guests Dan Mahaffee and Former President of the Federal Reserve Bank of Richmond, Dr. Jeffrey Lacker. The markets, economy, and politics appear to be on a collision course, and Michael and his guests talk through it. Michael lays out the numbers -- there is a lot of stimulus, and a lot of debt, and...

The US economy inches towards a reopening. It's another great FarrCast this week to help you separate the signal from the noise. Michael begins with a look at the markets -- we are closing in on 10% of all time highs, but it seems like the world is more than 10% messed up.  Michael explains the disconnect and points out where threats may lie. We are joined by Rob Ferguson, one of the leading...

The country begins to struggle with The Great Restart, and The FarrCast is here with experts and insiders to give you a deeper understanding of the challenges and opportunities we face. This week, Michael welcomes back Jim Iuorio on the markets; Jim says the current levels make sense to him given the massive monetary and fiscal stimulus. But the next leg up is dependent on material improvement in...

Plans are being made to restart the economy, but the markets are already well ahead. Are markets getting ahead of themselves? Michael Farr discusses the threats yet to be defined. Dan Mahaffee joins for a look at the policy debates in Washington, and how the lines are being drawn for the next fight. For this week's special guest, Michael welcomes Greg Protiva of Intercoastal Mortgage Company. In s...

More disconnects and dislocations are appearing in the markets -- but The FarrCast is here to help you find your way through! Michael Farr gives his thoughts on where we are in the public health crisis, and what the recovery is shaping up to look like. It's a tumultuous time for investors, but not one without opportunity. Our senior political analyst, Dan Mahaffee joins us again this week with ins...

Markets continue to climb off the lows, now back within 15% of the record highs. Yet, forecasts are for 30-40% drops in GDP -- one of these numbers is out of place.  Michael Farr takes a look at the markets and where he sees the disconnect. As we continue to examine the impact of the pandemic, Michael welcomes another guest from the front lines -- this time the owner of a small business facin...

The curve is flattening: this might not be the beginning of the end for the pandemic saga, but may be the end of the beginning. On this week's FarrCast Michael Farr welcomes Steve Weiss for a look at investing through, and beyond the coronavirus. Steve shares the developing he sees and he is investing in, and while there will be a rough road, he believes the economy and markets will ultimately eme...