It's another great FarrCast this week and we kick it off with the return of Kenny Polcari! Markets are drifting upwards. Kenny says a lot of good news is already priced in and be prepared for a stall. Yet even after 25% up from the Christmas lows, Kenny remains productive on the markets. A well designed portfolio should
So much to talk about in DC, and Dan Mahaffee begins with Schumer and Pelosi visiting the President and talking infrastructure. Everyone seemed to be happy and agreed spending two trillion dollars is a good idea (but no word as to where the money comes from.) Trump is suing to keep his finances secret. Dan says that Congress will continue to push investigations, but try and avoid impeachment. Dan closes with a quick overview of the Democratic nominees and recalls the Will Rogers quote, "I don't belong to an organized political party. I'm a Democrat."
For The World segment, we are privileged to welcome Neil Dwane, Global Strategist for Allianz. Neil and Michael begin with the big picture: how the political and economic cycle of globalization that began with Reagan and Thatcher is merging into something else. The landscape is changing and Neil travels the globe and his crystal ball is as clear as anyone's. The changes we are seeing could have long term implications for trade, and ultimately for the dollar. Neil says a recession isn't close -- but could be forming on the horizon.
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