The FarrCast : Wealth Strategies

This week's episode begins with Jensen Huang as CEO of NVidia, and ends without him. Michael Farr and Kenny Polcari discuss governance, sell disciplines, and what information investors need to consider, and which to ignore. Dan Mahaffee calls in from K Street with an update on what the election fallout means in DC, and how the shock waves move through the world.

We are three days post-election and the markets have swung wildly. Michael Farr welcomes Jim Iuorio for one of our best segments in the ten years we've been making this podcast. Jim tells what he's looking for in "a workable bottom" and reminds the retail investor, "Don't Be the Chum."

Dan Mahaffee joins for the first post-election look at the world, and how relationships with China, Russia, and more are likely to change. In the US, the size of the swing indicates not just higher turnout or independents changing their votes -- but Republicans lost Republican votes...

And other oddities in the world, but fret not -- The FarrBlast is here to give insight into Wall Street, Washington, and The World. Michael Farr examines the irrationality of a 25% drop in Intel as the AI pullback continues. He welcomes Dan Mahaffee as we look at the US midterms, the recent Israeli election, and yes, good Champagne grown in Kent.

On this special edition, we are reposting an interview with Daryl Owen, as he explains how we are in the diesel dilemma, how the solutions aren't as simple as they seem, and why the crunch may last longer than many people think.

Next week, we will post another special from Daryl from May of this year -- he has been nothing but prescient and his insight from May is as pertinent now as ever.

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 FarrBlast.

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 energy markets. Daryl tells us the shock absorbers are gone and we might be facing an ugly winter in oil.

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 Administration is considering a ban on fuel exports and while there may be short term gains from that, there are heavy costs to be...

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.

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, North Korea is the bad one.

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 week armed with knowledge -- listen to The FarrBlast!

Subscribe to The FarrBlast on your favorite podcast platform for weekly updates on the markets, economics, and politics.

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.

For more, subscribe to The FarrBlast!

Michael Farr and regular guests Kenny Polcari and Dan Mahaffee review the latest from the world and the markets to help you discern what's really moving markets. Listen and subscribe to The FarrBlast, Michael Farr's new podcast.

We have a Boxing Day FarrCast coming to you this week. Michael welcomes Jim Lebenthal for a discussion on year end allocations, and Dan Mahaffee joins for look at the geo political threats around world.

The end of the year is fast approaching and The FarrCast is here for insight into what comes next! Michael Farr welcomes Dr. Jeffrey Lacker, former President of the Richmond Federal Reserve for a wide ranging conversation over a double segment. Kenny Polcari explains why he thinks any pullback is likely to be shortlived and Dan Mahaffee gives us the latest from DC.It's The FarrCast! Wall Street, Washington, and The World!

On this week’s edition of the FarrCast, Michael Farr welcomes fan favorite Jenny Harrington for a discussion on how she is thinking about portfolios, and what she is looking for in the year ahead. Dan Mahaffee shares what keeps him awake at night, and we kick off the show with Kenny Polcari on the market reactions to the Fed. Bringing you insight into Wall Street, Washington, and The World, it's The FarrCast!

We’ve got a full FarrCast for you this week with special guest Joshua Huminski updating us on the progress, and lack of progress, in Ukraine. Plus Dan Mahaffee on Venezuela, and we kick off with Jim Iuorio on the markets.

It's an abbreviated FarrCast as Michael catches up on the markets and shares his Thanksgiving wishes.

We’ve got another packed FarrCast for you this week. Michael Farr welcomes Kenny Polcari to dive into some of the earnings reports of market leaders and what it tells us about the trajectory of the economy. Dan Mahaffee gives us insight into the immigration debate and Michael welcomes special guest Daryl Owen for look at the state of American democracy. It's The FarrCast -- Wall Street, Washington, and The World!

It’s another full FarrCast for you this week! Kenny Polcari returns and discusses the crossroads of Technicals, Fundamentals and Momentum in a deep dive on markets and investing. Dan Mahaffee helps us find the winners and losers from the shutdown as the government reopens, and Michael welcomes Ted Rossman from Bankrate.com for insight into how the big economic picture is impacting individuals every day. It's The FarrCast -- Wall Street, Washington, and The World!

We've got a full FarrCast for you this week, kicking off with Jim Iuorio's insight into the market (he's bullish, but wouldn't be surprised by a correction) and his test to see if you risk matches risk tolerance. Dan Mahaffee gives us first impressions on the election, and for our special guest, Michael Farr welcomes Shelby McFaddin from The Motley Fool Investments. Shelby and Michael have a wide ranging discussion on where the cracks are developing between, and within, the economy and the markets.Don't miss this week's FarrCast, bringing you Wall Street, Washington, and The World!

This week on The FarrCast, Michael Farr welcomes Adm. Terry McKnight for a discussion of military readiness and the past and present rules of engagement for the Navy. First up though, Jim Lebenthal gives us insight into the markets and what is carrying the economy -- and why that might be a problem. And Dan Mahaffee gives us analysis on the Trump Asia tour and the latest in US-Sino relations.It's The FarrCast -- Wall Street, Washington, and The World.

The FarrCast is back with a full slate of guests. Jim Lebenthal tells Michael Farr that cracks may be forming in the bull market, but opportunities still abound. Dan Mahaffee takes us on a trip around the horn from the closed halls of Congress to Bibi sitting in Israel to the (now demolished) East Wing of The White House. And Michael welcomes special guest John Ritz from WCSmith Properties to explain how policies are having unintended consquences in the housing market.Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

Michael has been traveling this week, but finds the time to talk with Kenny Polcari about market highs.

The markets are looking toppy -- time to panic? No! It's time to listen to The FarrCast. This week, Michael Farr talks with Kenny Polcari on the markets, Dan Mahaffee on the government shutdown, and special guest Jack Bouroudjian, who talks about risk management, and why he's not worried.Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

The markets are looking toppy -- time to panic? No! It's time to listen to The FarrCast. This week, Michael Farr talks with Kenny Polcari on the markets, Dan Mahaffee on the government shutdown, and special guest Jack Bouroudjian, who talks about risk management, and why he's not worried.Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

The FarrCast is back with special guest, Leland Vittert, news anchor from News Nation and author of the newly published memoir, Born Lucky. Michael Farr and Leland have a wide ranging conversation about Leland's career, his book, and his insight into current events. But first, Michael talks with a cautious Kenny Polcari on the markets, and Dan Mahaffee joins for a look at the government shutdown.Bringing you insight into Wall Street, Washington and The World -- it's The FarrCast!

This week's FarrCast features Dr. Jay Bryson, who says the risks of recession are elevated, but recession is far from inevitable (not even likely, but possible.) Dan Mahaffee previews the battle lines of the government shutdown debate, and Michael Farr kicks everything off with Jim Iuorio who says those who are getting greedy in this market are probably making a mistake.Plus, an added bonus! Kenny Polcari joins for an explanation of The Great Shoe Incident, and Iuorio invokes Sinatra.It's Wall Street, Washington, and The World (and just a bit of silliness at the end, too) on The...

The Fed's long awaited rate cuts have come, and The FarrCast is here to parse what it means (and what it doesn't!) This week Michael Farr welcomes Kenny Polcari on the markets (he's cautious), Dan Mahaffee on Washington (expect a short government shutdown) and special guest, Stephen Kate from Bankrate (the rate cut means different things to different parts of the economy.)Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

Michael Farr shares his thoughts on the data, the pressure, and the stakes of the upcoming Federal Reserve decision.

The FarrCast is back!We kick off season NINE with Jim Lebenthal, Dan Mahaffee, and special guest, Lester Munson. Jim says he's not worried about stagflation. Dan says the enemies of the US have newfound smugness. And Les shares some inside baseball from a conversation this week with a US Senator.It's The FarrCast -- Wall Street, Washington, and The World!

The FarrCast has a special reaction segment to Friday's Jackson Hole speech from Fed Chair Jay Powell and the market surge that followed. But first, an instructive conversation with FarrCast fan favorite Jenny Harrington on the importance of a plan, and a planner. Plus, the latest from DC with Dan Mahaffee.It's The FarrCast -- Wall Street, Washington, and The World.

The FarrCast is back with Kenny Polcari and Dan Mahaffee. We take a quick spin through the markets with Kenny and why the markets might be getting ahead of themselves with talk of coming rate cuts. Dan Mahaffee previews the Alaska summit and the reality of life in DC.It's The FarrCast -- Wall Street, Washington, and The World!

This week Michael Farr welcomes Jim Iuorio on the markets, Matt Leffingwell on the latest insider's view in Congress, and Mark Hamrick from Bankrate.com for a discussion of the latest from the Fed.Bringing you Wall Street, Washington, and The World -- it's The FarrCast!

The FarrCast is back bringing you more of Wall Street, Washington, and The World. First up, Michael Farr talks with seasoned investor and trader, Jim Lebenthal on the virtues of optimism in investing. Dan Mahaffee shares the virtues of realism in geo-politics, and special guest Shelby McFaddin of The Motley Fool joins Michael to help put it all together for the long term investor.Listen in to The FarrCast!

We have a double-length special guest segment this week, featuring Dr. Jeffrey Lacker, former President of the Richmond Federal Reserve Bank. Dr. Lacker takes us through some of the history of monetary policy and gives us inside baseball on how much influence the Chair of the Fed really has in practice. But first, Michael Farr welcomes Kenny Polcari who warns us of rising complacency, and Dan Mahaffee who gives us a rundown of the latest in DC.It's The FarrCast -- Wall Street, Washington, and The World!

The markets, and the economy, prove to be resilient, but clouds loom ahead. Michael Farr welcomes Kenny Polcari to discuss how to avoid complacency while markets are at all time highs. Dan Mahaffee joins to discuss the BBB and the concept of "Fiscal Dominance" as the Fed faces down threats from all directions.It's a short summer edition of The FarrCast -- but one you won't want to miss!