What Were You Thinking?


Manage episode 295933324 series 2026198
By Michael Farr. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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 doesn't mean a quick drop. Dan Mahaffee takes us beyond the headlines in DC and the world. What's happening in Hong Kong now isn't making too many headlines, but it fundamentally changes the business landscape in Asia.

Coming to you every week with insight into Wall Street, Washington, and The World -- it's The FarrCast!

202 episodes