The FarrCast : Wealth Strategies

On this week's FarrCast, Michael Farr welcomes Bond Trader Scott Stroud for a discussion on what investors need to know about fixed income now that interest rates are closer to longer run historical norms. But first, Jim Iuorio joins for a review of the stellar first quarter in the markets, and Dan Mahaffee breaks down the, well, breaking down of the political parties. Never breaking down, it's the FarrCast -- Wall Street, Washington, and The World!

The stock market posts it's best first quarter in five years as we finish March at new record highs. Michael Farr welcomes Jim Lebenthal for a discussion on what to do when the markets are at all-time highs -- and can it continue? Dan Mahaffee gives insight into the latest in DC, and for our special guest, Michael welcomes back Dr. Jeffrey Lacker, former President of the Richmond Federal Reserve. Jeff has been in the room while the Fed makes decisions and he gives outstanding insight into what the pundits -- and too many investors -- are missing about the Federal Reserve's next steps. It's another great FarrCast bringing you insight into Wall Street, Washington, and The World. Listen today!

The first quarter is drawing to a close and the stock market flirts with Dow 40,000! Michael Farr welcomes Jim Lebenthal, political analyst Dan Mahaffee, and special guest Jack Bouroudjian for a trip around the horn. Can the economy keep chugging along? Can the markets keep rising? Where are the threats? It's another great FarrCast bringing you insight into Wall Street, Washington, and The World!

The FarrCast returns with Michael Farr talking markets and strategy with Jim Lebenthal, politics and diplomacy with Dan Mahaffee, and in the special guest segment, Michael welcomes first time guest, Mike Singleton from Invictus Research. Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

The FarrCast is back with your fan favorites Jim Iuorio, Dan Mahaffee, and Kenny Polcari! Michael Farr recaps Wall Street, Washington, and The World, and provides insight into threats, and opportunities, that may lie ahead. Listen today!

Michael Farr's travels continue and this week after a quick look at Washington and Wall Street from producer Harry Jennings, Michael delivers a speech on the challenges the American economy, and more broadly, America, faces. Michael argues the exceptional nature of the American experiment gives us the privilege of taking up the mantle of history. It's a thought provoking FarrCast -- don't miss it!

Michael Farr is traveling this week, but we were able to get Michael and Kenny Polcari together for a quick look at markets, and why investors shouldn't sweat the small stuff -- but keep an eye on the big stuff. It's The FarrCast -- Wall Street, Washington, and The World!

The markets creep to new highs (S&P 5000!) and Michael Farr welcomes Jim Lebenthal for insight into how to avoid a misstep. Dan Mahaffee shares the latest from DC, and special guest Joshua Huminski gives us three things he'd do if he were President. Insight into Wall Street, Washington, and The World -- it's The FarrCast!

As goes January, so goes the year, the old adage goes, and January has been a good one in the markets. Michael Farr speaks with Jim Iuorio about what's good -- and where threats may lie. Matt Leffingwell joins for insight into DC, and special guest and energy expert Daryl Owen shares his insight (and first hand experience) on Iran, the mid-east, and The World. Listen and share with friends and colleagues!

Markets continue to climb and Michael Farr welcomes Kenny Polcari to give insight into the positive start to 2024. Dan Mahaffee gives us a sobering primer on the mideast, and Michael welcomes Mark Hamrick, Chief Economic Analyst for Bankrate.com, who always has his hand on the pulse of the economy. It's The FarrCast -- Wall Street, Washington, and The World!

A lot is happening across Wall Street, Washington, and The World, and this week's FarrCast runs a little long -- but is jam packed with information! Michael Farr welcomes our special guest, Dana Peterson, Chief Economist of The Conference Board for a dive into the year ahead. But first, Kenny Polcari catches up on the tepid start to the year in the markets, and Dan Mahaffee gives us the rundown in DC, and what the GOP infighting means for the government. Always bringing you insights -- it's The FarrCast!

The FarrCast is back with special guest Tony Dwyer, taking a deep dive into what has driven the growth of the capital markets in the past decade, and giving us insight into how to invest for coming decades. But first -- Jim Lebenthal joins Michael Farr to assess where the markets are now, and Dan Mahaffee returns to give us an update on DC. It's The FarrCast -- Wall Street, Washington, and The World!

The FarrCast kicks of 2024 with Jim Iuorio, Matt Leffingwell, and special guest, Lester Munson! Markets are starting the year with a pullback -- but that's not surprising after the hot finish to 2023. Michael Farr & Jim Iuorio discuss trends to watch (and others to ignore!) as the year unfolds. Matt Leffingwell is in this week, pinch-hitting for Dan Mahaffee, and gives us deep insight into Washington, while Les Munson helps expand our view beyond the beltway into what is the state of play in geo-politics around the world. Always bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

Michael Farr's top picks for 2024!

The final regular episode of 2023 is a great roundup with Kenny Polcari on the markets, Dan Mahaffee on Washington, and special guest Greg McBride from Bankrate.com on consumer attitudes, and what hints it gives us about the markets in the coming year. Listen today!

The Dow crosses a milestone and the broader market approaches it's all time high. It's no time to be complacent! Michael Farr talks with Jim Iuorio on the latest market movements and the importance of a discipline. Dan Mahaffee helps us make sense of Washington. And we have a special treat -- fan favorite Jenny Harrington is our special guest! Jenny talks about her experience and how it helps to inform her understanding of the world. A FarrCast not to be missed!

This week we bring you a bonus segment -- the complete conversation between Michael Farr and Dr. Jay Bryson recorded on November 30. Dr. Bryson shares his insights into the economy, and what he thinks the most likely trajectory for 2024 will be. Last week, we edited the segment for time, but this weekend, take the time to listen to Dr. Bryson's complete comments on The FarrCast -- Wall Street, Washington, and The World.

This week we are coming to you with an abbreviated FarrCast. Michael Farr shares his thoughts on the current market, and observations from a recent investment conference where the air was filled with promises. Also, check out our other posting this week, the complete conversation Michael had with Dr. Jay Bryson from November 30.

The economy chugs along, but it seems like nearly everyone hates it. The FarrCast is here to help sort through the emotions to help you get a clear view of the economic & investing landscape! This week Michael Farr welcomes guests Kenny Polcari, our political analyst Dan Mahaffee, and special guest, Chief Economist from Wells Fargo, Dr. Jay Bryson. The FarrCast -- Wall Street, Washington, and The World!

Michael Farr shares his thoughts on this Thanksgiving and where treasure lies.

(Recorded as part of the November 22 edition of The FarrCast)

On this Thanksgiving week edition of The FarrCast, Michael welcomes Jim Lebenthal for a look at markets. Jim has been pilloried for his outlook this year -- and he has largely been correct. But Jim reminds us to take anyone's forecast, even his, with a grain of salt. Dan Mahaffee joins for a look at politics and geo-politics, and the necessity for, and dearth of, critical thinking. Finally, Michael shares his Thanksgiving message for all of our listeners, and his thoughts on where his treasure lies. Happy Thanksgiving from The FarrCast!

A flock of "yes" has appeared on Wall Street, in Washington, and across The World, and Michael Farr is back to dive in to what it means and what comes next. Michael welcomes Kenny Polcari for discussion on what earnings seasons tells about the next moves in the market; Dan Mahaffee takes shot at explaining the moves in DC; and for our special guest, we have Fixed Income Manager Scott Stroud, who gives us some real world "So What?" about the moves in interest rates. Bringing you not just information but insight -- it's The FarrCast! (and stick around to the end for a special Easter Egg!)

This week on The FarrCast, Michael Farr opens with a fascinating discussion on investment discipline with Jim Iuorio. Dan Mahaffee gives us an update on DC, and Michael is joined by special guest Stephanie Link for a look ahead. The path for the rest of the year looks positive, but 2024 is murkier -- and that leads back to a discussion on the necessity of robust discipline for the wise investor. Always bringing you insight to negotiate Wall Street, Washington, and The World -- it's The FarrCast!

This week's FarrCast is especially information packed. Michael Farr and his guests, Jim Lebenthal, Dan Mahaffee, and special guest, Dr. Jeffrey Lacker, take a deep deep into the markets, global politics, and the problems (and extraordinary resilience!) of the American economy. Listen today!

In a wide ranging conversation with Michael Farr, Dr. Lacker shares his insights into the Federal Reserve's policies, the risks they face, and how it impacts your pocketbook, and your investment. Please enjoy this complete, uncut segment from our November 2, 2023 recording.

Michael Farr is traveling this week, so Harry Jennings steps in as guest host for an abbreviated edition of The FarrCast to catch you up. Kenny Polcari revises his outlook as the markets slide below key levels. Dan Mahaffee joins for a rundown of the new Speaker of the House and what he can expect -- and we can expect -- from the beginning of his tenure. And finally, Harry has arranged for a special guest that we think you'll all enjoy. It's The FarrCast -- Wall Street, Washington, and The World.

The markets are wobbling; the wars look worse; and there is chaos on The Hill. But don't fear! Michael Farr and The FarrCast are here to make sense of it all! Michael welcomes guests Kenny Polcari, Dan Mahaffee, and Mark Hamrick for a look at Wall Street, Washington, and The World. Listen today!

It's a huge week with war in the mideast and the House without a Speaker. Yet the markets continue to inch upwards, and Michael Farr welcomes Jim Lebenthal to analyze the market, and why no can ever be certain of what comes next. Discipline is key to deal with the uncertainty of the future. For our Washington segment, Mahaffee is away this week, but our old friend Matt Leffingwell steps to the mike after spending days behind closed doors with the GOP Caucus to give us a picture of the House, and why we may be without a Speaker for sometime. And finally, Michael is joined by Lester Munson, former Chief of Staff for the Senate Foreign Affairs Committee and an expert on the politics of the mid-East for an examination of the tragedy unfolding in Gaza. Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

It's a turbulent week across Wall St, Washington, and The World, and Michael Farr and his guests help you to discern between signal and noise. Bryn Talkington sees signs of a short term bounce in the markets; Dan Mahaffee sees continued turmoil in DC; and Jim Iuorio gives a great explanation of how the diminishing money supply is slowing the markets down. Always bringing you insight beyond the headlines -- It's The FarrCast!

From time to time on the FarrCast, we record a segment that we feel is so good, so important, that it is worthy of being circulated on its own. Such is the special guest segment recorded at the beginning of season seven with Dr. Jay Bryson, Chief Economist for Wells Fargo. Dr. Bryson, in less than 20 minutes, gives an overview of the difficulty in monetary policy faced by the Federal Reserve, and the implications for investors, in language we can all grasp. Here is Michael Farr speaking with Dr. Jay Bryson from September 28, 2023.

The FarrCast kicks off Season Seven with special guest, Dr. Jay Bryson, Chief Economist from Wells Fargo. Dr. Bryson explains the dilemma the Fed, and gives an understandable overview of monetary policy that every investor needs to know (all in less than 20 minutes!) But first up, Michael Farr welcomes Kenny Polcari for a look at the markets, and a look back at a truly troubled market in 1987. Plus, Dan Mahaffee gives us what to expect in the coming government shutdown. Bringing YOU insight into Wall Street, Washington, and The World -- it's The FarrCast!

Jim Lebenthal guest hosts for a talk with Dan Mahaffee on the shutdown and why it isn't a big deal to the markets -- yet. First up though, Jim welcomes Ben Pace, the CIO of Cerity Partners for a discussion on how the landscape has changed for investors in the last two years, and what questions need to be asked moving forward. Completing six season of insight into Wall Street, Washington, and The World -- it's The FarrCast!

This is the first two segments of this week's FarrCast featuring guest host Jim Lebenthal -- who explains why he's bullish on the end of year -- and Dan Mahaffee -- who gives an update on unpleasant people. Bringing you Wall Street, Washington, and The World -- it's The FarrCast!

Michael Farr is traveling this week, so producer Harry Jennings pinch-hits on an abbreviated Labor Day Week edition of the FarrCast. The headlines across Wall Street, Washington, and The World are fairly sedate this week, but Harry talks with Dan Mahaffee and Jim Iuorio about what looks to be coming to the boil as we enter autumn.

As Michael Farr wraps up his last show of season six, Jack Bouroudjian joins for a look into his crystal ball, which has been better than pretty much anyones. Jack has been telling us about the productivity boom in AI and other emerging technologies, but this week he warns us as well: the word to listen for is "disintermediation." But first up, Kenny Polcari tell us not to expect smooth sailing in September, and we catch up with Dan Mahaffee on politics and geo-politics. It's The FarrCast -- Wall Street, Washington, and The World!

This week Michael Farr's special guest is Dr. Jeffrey Lacker, for a preview of Jackson Hole. Dr. Lacker says it's too early to start celebrating, but the last couple of months of data give credence to the idea of the soft landing. But first up, Michael welcomes Jim Lebenthal for a talk on how to invest in an (overly) concentrated market, and Dan Mahaffee explains why flying Air Prigozhin isn't such a great idea. It's The FarrCast! Wall Street, Washington, and The World.

But everything's good on the FarrCast! Michael Farr returns from his western sojourn to welcome Kenny Polcari for the latest on the markets, and why more of a pullback wouldn't be surprise (or a disaster.) Dan Mahaffee helps catch us up on geo-politics. And for our special guest segment, Michael welcomes back fan favorite, Stephanie Link who's call on the consumer has been spot on. Going beyond the headlines -- it's The FarrCast: Wall Street, Washington, and The World!

Michael Farr is travelling this week, and as we wind down season six, we have a special radio essay from Michael on the state of America -- what makes him hopeful, and what makes him worried.

The downgrade of US credit isn't good news, but it has come at a time that blowing a little froth off the market is healthy. Michael Farr talks with Jim Iuorio about the technical levels Jim is watching, as well as the fundamental threats and opportunities in the markets. Plus, Dan Mahaffee on the latest in Trump World, and Michael closes with his thoughts on investing in the idea of America. Always bringing you insight -- It's the FarrCast: Wall Street, Washington, and The World.

The markets drift higher and the economy chugs along. So why is Michael Farr concerned? Reversion to the mean is the theme this week as Michael talks to Kenny Polcari on the markets, and special guest Greg McBride from Bankrate.com on the economy. Plus, Dan Mahaffee on the developments in the Mideast and in China. The FarrCast -- Wall Street, Washington, and The World!

The weather is hot -- and so are the markets! The oft predicted recession remains elusive. Michael Farr welcomes Jim Lebenthal and special guest Jenny Harrington to discuss if there is value left in the markets. Plus, Dan Mahaffee with the DC rundown. Insight into Wall Street, Washington, and The World -- it's The FarrCast!

On this week's FarrCast Michael Farr's special guest Daryl Owen and our senior political analyst Dan Mahaffee both talk about dysfunction in the GOP House Caucus and how that is impacting politics and politics. Plus, Daryl shares insights into the world's energy economics, and Dan discusses the long term problems Xi faces in China. BUT FIRST -- Kenny Polcari and Michael talk about the market as the recession hasn't appeared and stocks continue to climb. Insight into Wall Street, Washington, and The World -- it's The FarrCast!

Jim Iuorio joins Michael Farr to take a victory lap on his market call, last month, but he says he was right for the wrong reasons. Learn what he's looking for next. Dan Mahaffee joins for the latest from DC and Secy. Yellen's trip to China. Michael is joined by special guest Heather Long from The Washington Post for a deep dive into how work life is changing cities, productivity, and the economy.

Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

This week Michael Farr welcomes Kenny Polcari for a discussion of the astounding performance of the markets year to date. In the second and third segments, Michael talks with Joshua Huminski and Lester Munson on the state of Ukraine, NATO, China, and more -- and what it could mean for the economy and ultimately, your money. It's The FarrCast -- Wall Street, Washington, and The World!

It's not a pause or a pivot, but a skip, so says the Fed watchers in the know. Michael Farr welcomes guests in the know Jim Lebenthal, Dan Mahaffee, and special guest, Mark Hamrick for a look at what the Fed thinks about the economy -- and what the economy thinks about Fed policy.

Bringing you insight beyond the headlines -- it's The FarrCast! Wall Street, Washington, and The World.

Our special guest, Dr. Jay Bryson, Chief Economist from Wells Fargo, says 4% is sooner rather than later: he expects the next CPI read to be closer to 4% than 5%. He and Michael Farr discuss the resiliency of the economy and a reasonable sanguine forecast. But first, Michael welcomes Kenny Polcari for a discussion on the market surge, and Dan Mahaffee with the developments in the Trump saga. Bringing you insight from Wall Street, Washington, and The World -- It's The FarrCast!

It's been quite a week with Wall Street, Washington, and The World piling into the wreck of the debt ceiling crisis -- yet we appear unscathed. Is compromise and coming together in the middle signaling a new way forward? Michael Farr welcomes Greg Valliere to decipher the politics and policy. Plus, Dan Mahaffee gives his analysis. But first, Michael is joined by Jim Iuorio for his monthly look at the markets, and what he is looking for to signal a broadening of the rally.

Jim Lebenthal is Michael Farr's market guest today and they discuss the latest market move, driven by a narrow few stocks. Dan Mahaffee says why he's not expecting a US debt default, and who he is keeping an eye on. And for our special guest, fan favorite Stephanie Link returns for a discussion of where the hidden gems lie in a confused market. Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

The FarrCast is back with markets bumping up against support again, whispers of a debt ceiling deal and The Fed telegraphing they aren't quite done yet. Michael Farr welcomes Kenny Polcari, Dan Mahaffee, and Dr. Jeffrey Lacker, former President of the Richmond Fed, for a dive into what's going on on Wall Street, in Washington, and across the World.

This week on the FarrCast we are sharing with you the audio of a webinar recorded live on May 8, 2023. Michael Farr explores what we know, and don't know, about the debt ceiling debate. Michael is joined by FarrCast regular Dan Mahaffee for a look at the policy and politics, and from Wells Fargo, Michael Pugliese for an examination of the possible economic and market fallout.

Michael Farr welcomes Jim Lebenthal this week for an extended discussion on the Federal Reserve and how the investing environment has shifted as the Fed wrestles with inflation and stress in the banking system. Michael is joined by Dan Mahaffee for the Kubler-Ross five stages of death and debt-ceiling negotiations. Insight into Wall Street, Washington, and The World -- it's The FarrCast!

The FarrCast is back with Dan Mahaffee and Michael Farr discussing the changes in the media landscape, and what it means for policy and politics. But first, Michael welcomes Jim Iuorio for market insight and Jim shares where he sees value -- but warns research is needed. For our special guest, we are joined by Joshua Huminski, who shares insight into Ukraine, and the longer run effects of the change in the geo-political balance. Wall Street, Washington, and The World -- it's The FarrCast!

This week's FarrCast features market talk with Kenny Polcari, debt ceiling talk with Dan Mahaffee, and a special treat, Liz Young from SoFi joining Michael Farr for a look forward -- don't be fooled by the calm, says Liz, the market adjustments to an evolving economy is only half way through.

We are approaching earnings season and Michael Farr welcomes Jim Lebenthal to talk about what he sees in the markets and what he's looking for next. Dan Mahaffee gives us a breathless rundown of politics and policy from a busy week. And Michael welcomes special guest Jenny Harrington for a discussion of the cross currents in the economy and why investors have to be patient. Bringing insight into Wall Street, Washington, and The World -- it's The FarrCast!

Jim Iuorio joins Michael Farr for his monthly insights into the markets and talks about being uncomfortably right about the markets. Jim's view of the future is reasonably sanguine, but he's the first to say, crystal balls are pretty murky these days. Matt Leffingwell joins Michael for our look at DC, and Matt previews a bombshell New York Times article coming this weekend that could change the calculus in the GOP House. Finally for our special guest segment, Michael welcomes Keith Davis and Scott Stroud, Chief Economist and Senior Bond Manager respectively for Farr, Miller & Washington. Keith and Scott discuss the contradictory signals in the markets, and what to look for as the economy cools. Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

The stock market makes a "golden cross" -- Kenny Polcari joins Michael Farr to talk about the movement, and if exuberance is warranted. Dan Mahaffee joins for a discussion on a subtle shift in Chinese priorities, and special guest Mark Hamrick talks with Michael about the crisis in the banking sector, and what to expect from the Fed. Coming to you every week with insights from Wall Street, Washington, and The World -- it's The FarrCast!

And the world certainly seems to have no shortage of chaos! But to bring a little order to the universe, Michael welcomes the effervescent Kenny Polcari, the studious Dan Mahaffee, and the nigh-upon prescient, Jack Bouroudjian. It's a another great FarrCast bringing you insights into Wall Street, Washington, and The World!

It's been a huge week, and The FarrCast is here to make sense of it. Michael Farr begins with a quick look at the SVB collapse and what it tells us about the Fed, the markets, and ourselves. Dan Mahaffee joins for a discussion on the latest from Ukraine with the downing of a US drone in international airspace, and special guest Jim Lebenthal talks with Michael about risk, rewards, and the virtue of patience. 

It's a jam packed FarrCast -- bringing you insight into Wall Street, Washington, and The World!

Michael Farr opens this episode with Kenny Polcari and they discuss markets, and how recent changes may change the way investors think about their portfolios. Dan Mahaffee gives us and update on DC, and for our special guest, Michael welcomes Shannon Saccocia. Shannon gives her long term outlook, and explains some of the disconnects we see in the financial world today. 

Always bringing you insights -- it's The FarrCast! Wall Street, Washington, and The World.

The FarrCast kicks off this week with our monthly check-in from Jim Iuorio. As always, Jim helps understand the headfakes from the underlying forces in the markets. Next up, Michael Farr welcomes Dan Mahaffee for a look beneath the headlines driving world geo-politics. For our special segment, we get a treat as Michael is joined by Bryn Talkington, who shares great insight into investing for the long haul. 

Always insightful, it's The FarrCast! Wall Street, Washington, and The World.

Fed Funds rate of 7%? It's a possibility!

In six years and 300 episodes, we've covered a lot of ground on the FarrCast, but there are few if any interviews Michael Farr has done as important and revealing as this from February 23, 2023 with Dr. Jeffrey Lacker. Dr. Lacker is former President of the Federal Reserve Bank of Richmond, and as such was a member of the Federal Reserve Open Market Committee. Jeff's insider insight into the workings of the Fed is must-listen for any investor, or student of economics, as we navigate the uncertainties of the day.

Listen today for a deeper understanding of monetary policy in the post-pandemic economic universe!

Michael Farr welcomes Jim Lebenthal to kick off this week's episode with a disagreement on the trajectory of the economy -- and what it means, and more importantly doesn't mean, to investors. Dan Mahaffee peels back more of the onion of Sino-US relations, and for our special guest segment, we have a special treat, Dr. Jeffrey Lacker. Dr. Lacker is a former FOMC member and not only does he help us parse what the Fed is doing, he gives his opinion and where the Fed will have to go to achieve their goals. 

It's a FarrCast investors can't afford to miss!

The markets are chopping about after a strong January -- what next? Michael Farr talks with Kenny Polcari on the cross currents in the data. Matt Leffingwell joins Michael for a look at DC -- and Matt gives a dire warning about tensions with China. For our special guest, Michael welcomes Russia expert Joshua Huminski for a look at where we are one year after the Russian invasion of Ukraine. 

It's The FarrCast -- Wall Street, Washington, and The World!

Join us on this week's FarrCast as Michael Farr welcomes Kenny Polcari for a discussion on the markets -- and what they both think the market is missing. Dan Mahaffee gives his thoughts on the State of the Union, and Michael welcomes special guest Greg Valliere for a deep dive into geo-political threats to the economy, and the dangers of the upcoming debt ceiling debate. 

With insight into Wall Street, Washington, and The World -- it's The FarrCast!

Markets rise following the Fed meeting. Jim Iuorio tells Michael Farr it's not that the markets didn't hear what Chair Powell was saying: they just don't care. Political analyst Dan Mahaffee gives us a rundown on the debt ceiling dance. Then, for our special guest segment, Michael welcomes Dr. Jay Bryson, Chief Economist for Wells Fargo who outlines the (very narrow) path to a soft landing for the economy, and why he still thinks it's unlikely to avoid recession.

Insight into Wall Street, Washington, and The World -- it's The FarrCast!

The FarrCast is back as new data breaks showing the economy is still chugging along -- but Michael Farr shares what he sees that looks like clouds on the horizon. Dan Mahaffee joins for a discussion of tanks for nothing to Ukraine. And Michael welcomes special guest Mark Hamrick from Bankrate and they talk about the gap between what we wish to be true, and the facts as they stand. 

Bringing you Wall Street, Washington, and The World -- It's The FarrCast!

Michael Farr welcomes Kenny Polcari to talk about markets -- after a good start to the year, we've hit some bumps in the road. Dan Mahaffee previews the brewing battles in DC. And Stephanie Link joins for a broader look at the investing landscape.   

Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

Michael Farr will be appearing today, January 18, alongside Philadelphia Federal Reserve President Patrick Harker, Dan Mahaffee from the CSPC, and The Wall Street Journal's Nick Timiraos. The program will cover economic and market forecasts for the coming year.  

To watch the program from The University of Delaware live from 3:00 to 5:00pm, January 18 go to: 

https://www.facebook.com/CEEEatUD/    

OR  

https://sites.udel.edu/udlive/economicforecast/

Welcome to the FarrCast! This week host Michael Farr welcomes fellow CNBC contributor Jim Lebenthal for a disagreement on market outlook. (But as Jim notes, though they disagree on outlook, their overarching strategies are remarkably sympatico.) Dan Mahaffee joins for a discussion of DC, and we welcome special guest, Lester Munson, for a look at some the geo-political issues facing the world, and what some of the economic implications are.  

Bringing you insights every week into Wall Street, Washington, and The World, it's The FarrCast!

We are kicking off the New Year with the Chicago Crew -- Jim Iuorio, Dan Mahaffee, and Jack Bouroudjian. Michael Farr welcomes Jim first as he reiterates he thinks the Bear Market is over -- but tells what technical levels that, if broken, would change his mind. Dan helps us understand what's going on in the House and what it portends for policy making. And in our third segment, the always insightful, always cheerful Jack Bouroudjian gives his thoughts on why he sees recession (and buying opportunities!) ahead.  

Kicking off another year with insights into Wall Street, Washington, and The World -- it's The FarrCast!

It's the final FarrCast of the year, and time for Michael Farr's Top Ten for 2023.

As 2022 comes to a close, Michael Farr welcomes Shannon Saccocia for a look at what types of companies will spur the next leg up. Shannon's insight into productivity and management should be heard by every investor. Next up, Dan Mahaffee joins us for a look at the issues facing DC at the end of the year: Ukraine, China, and a $1.7tn budget. For our special guest, Michael is joined by Tony Dwyer, who has what many people regard as a bearish outlook -- but Tony explains where he sees opportunity. 

Happy Holidays to all of our listeners. We are grateful for your continued support on The FarrCast!

It's a contentious FarrCast this week, as Michael Farr welcomes Jim Lebenthal and they disagree on the trajectory of the economy, and the coming steps from The Fed. Yet, for the disagreements, they arrive at very similar conclusions about the path forward for the wise investor. Next up Dan Mahaffee gives his take on the latest in Beijing and Washington, and shares his observations from his recent trip to the Far East. 

For our special guest this week, Michael welcomes Kenny Polcari to talk about some of the changes in market operations Kenny saw from 30 years on the floor of the New York Stock Exchange. The way the market operates has changed, but the fundamentals for long term investing remain -- ignore the noise (even though the kinds of noise are different now.) 

Helping you distinguish signal from noise, it's The FarrCast -- Wall Street, Washington, and The World!

Michael Farr welcomes back Jim Iuorio to the FarrCast this week. Last month Jim gave us his thoughts on the end of the bear market. Jim thinks it is over -- but he examines where he may be wrong, and what would make him reconsider. Matt Leffingwell steps in for Dan Mahaffee this week (who is away in the Far East) to give us an analysis of how the election results will impact policy. 

And this week, Michael welcomes special guest and fan favorite, Jenny Harrington for an extended discussion on investing in difficult time. Patience is key, and their insight is not to be missed.  

Bringing you insights every week, it's The FarrCast -- Wall Street, Washington, and The World!

Michael Farr delivers a Thanksgiving message and gives his overview of the markets before welcoming Jim Lebenthal for a spirted discussion. Michael and Jim disagree on the likely course of the economy, but both recognize the other may be right. If you've ever wondered how short- medium- term outlooks effect investment strategy, this is a must-listen discussion. (Hint: not much!) Michael then welcomes Dan Mahaffee for insight into policy in the upcoming Congress and the likelihood of gridlock in the House.   

On The FarrCast, we are thankful for you, our listeners!

The markets inch upwards, but Michael Farr and Kenny Polcari say the rough times aren't over. They share what they see as the pressures on economic & market growth, and possibly how to avoid the threats. Then, Michael welcomes Dan Mahaffee and expert Joshua Huminski for a look at geo-politics and why Ukraine matters. 

It's The FarrCast -- Wall Street, Washington, and The World!

Dan Mahaffee joins Michael Farr this week for a double segment dissecting what we know (and don't know) about the elections, and what it means for policy moving forward. But first, Michael talks with Jim Lebenthal on the markets, and looking for bargains. 

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

The Fed continues to raise and markets continue to digest. On this week's episode of The FarrCast, Kenny Polcari talks about the market impacts, and special guest Mark Hamrick gives us deep background on the economic landscape. Plus, Dan Mahaffee on the elections and international politics. 

It's another great FarrCast bringing you insight into Wall Street, Washington, and The World!

 It's a UK focused edition of The FarrCast with Dan Mahaffee outlining the challenges facing Rishi Sunak and special guest Nicholas Chappell, an Independent Financial Advisor, joining us from England to outline the business and investing environment.  But first up! Michael is joined by Jim Iuorio for a look at this week's market movements and why Jim is still looking for confirmation of the latest leg up.  

Bringing you insight from Wall Street, Washington, and The World -- it's The FarrCast!

This week Michael Farr welcomes Jim Iuorio, Dan Mahaffee, and Stephanie Link for discussion on Wall Street, Washington, and The World. Jim tells us what he's looking for as a signal the bear market rallies have legs. Dan catches up on geo-politics. And Michael and Stephanie have a great discussion on market strategies in times of uncertainty.  

Take a look at the economic and investing landscape with The FarrCast!

It's an information-rich episode this week as Michael Farr welcomes guests Jim Lebenthal, Dan Mahaffee, and special guest, energy expert Daryl Owen. The markets rocketed off a new low this week -- but does that mean anything to the long term investor? The January 6 Committee met again -- but does it move any votes? And Russia relies on oil exports -- but how long can they pump? 

All this and more on The FarrCast -- Wall Street, Washington, and The World!

This week, Michael Farr kicks off with Kenny Polcari and they have a great discussion every investor who is tempted by short-term trading needs to hear. There is nothing wrong with "mad money" accounts -- but be clear on what one is doing. Next up, Dan Mahaffee catches up on politics. And for our special guest, Dr. Jeffrey Lacker, former President of the Richmond Fed gives his insight into the FOMC, and what he sees as the economy's likely trajectory.  

Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

The FarrCast opens its sixth season with regulars Kenny Polcari, Dan Mahaffee, and special guest Dr. Jay Bryson, Chief Economist from Wells Fargo. It's been a topsy-turvy week on Wall Street, in Washington, and across the World, and the FarrCast is here to help you make sense of it all. Join us!

Join us as guest host Jim Lebenthal parses through market weakness, discusses DC with Dan Mahaffee, and has an extended conversation with intelligence expert Joshua Huminski on the ongoing developments in Russia.  

Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

Jim Lebenthal is back as guest host this week, and he and Harry discuss the recent market reaction to the inflation numbers. Dan Mahaffee joins for a rundown in DC and the situation in Ukraine. And for our special guest, Jim welcomes CAPT Richard L. Snead, USN (Ret.) former Commanding Officer of the USS Oklahoma City and a former member of the Pentagon staff responsible for Navy budgeting. Capt. Snead and Jim have a wide ranging discussion on the place of the modern US Navy in the world, and the challenges it faces.  

It's another interesting FarrCast bringing you information from Wall Street, Washington, and The World!

The FarrCast is back with an international version this week as Michael Farr sets up the virtual studio in France. He welcomes Kenny Polcari to discuss the latest market moves and the philosophy of conservative strategy. Dan Mahaffee discusses the royal succession -- and how it may impact global politics. And for our special guest, Michael welcomes veteran bond trader and Senior VP at Farr, Miller & Washington for a primer on the bond market, and how it is moving during the latest economic changes.  

Always timely, it's The FarrCast -- Wall Street, Washington, and The World!

It's been a rough couple of weeks in the stock market, but going in to Labor Day, the market likes what it sees in the jobs report. This week guest host Jim Lebenthal welcomes Bryn Talkington and they talk jobs, stocks, the economy, and why they disagree. But first, political analyst Dan Mahaffee catches us up on DC and Beijing, and what could be coming that will impact your money.   

It's The FarrCast! Wall Street, Washington, and The World.

This week's episode of The FarrCast features guest host, Jim Lebenthal. Jim discusses what he is NOT seeing in the latest market turbulence. He welcomes political analyst Dan Mahaffee for an update on the prospects for the Congressional elections, and relates his experience dealing with Top Secret information as a Naval Officer.  

For our special guest segment, Jim welcomes FarrCast fan favorite Jenny Harrington for a lively discussion on research, investing, and the importance of wealth management.  

Bringing you insight into Wall Street, Washington, and The World -- it's The FarrCast!

This week Michael Farr welcomes Kenny Polcari and Dan Mahaffee for a look at Wall Street, Washington, and The World as the summer winds down.

The inflation numbers are positive -- is a new bull market about to take off? Michael Farr welcomes Kenny Polcari for a discussion on market reaction (and over-reaction) and what the technical forces at work are. Dan Mahaffee joins to discuss the political ramifications of the Mar-a-Lago search. And for our special guest, Michael welcomes back Stephanie Link, who reviews how she stays cautious as the markets begin to move.

This week's FarrCast begins with our monthly visit from Jim Iuorio, and Jim shares with Michael why he is bullish -- but still respects the bearish case. It's been a big week in geo-politics, and Dan Mahaffee and fan favorite Tony Fratto give us deep insight into Taiwan, and why what matters there matters here.  

Coming to you each week -- it's The FarrCast: Wall Street, Washington, and The World!

The recession drums beat louder, but markets have shrugged. Michael Farr welcomes Jim Lebenthal to talk about the market reaction and the crosswinds for the economy today. Dan Mahaffee joins and explains the surprise compromise between Schumer and Manchin that has produced a spending bill. And for our special guest segment, Michael is joined by Shannon Saccocia from SVB Private. She explains its a new world, and while investors may find it difficult to rely on history, there are new opportunities emerging.  

It's a great FarrCast this week, bringing you insight into Wall Street, Washington, and The World!

This week Michael Farr welcomes Kenny Polcari and they discuss how (and why) analyst's estimates are usually a little off. Dan Mahaffee joins for a discussion from the latest in Washington, and in our special guest segment, Michael is joined by Lester Munson, a Washington insider and foreign policy expert. Les tells us about things happening beneath the headlines that could meaningfully change the geo-political, and economic, landscape in the months to come.  

Always bringing you information to help you navigate the changing world, it's The FarrCast: Wall Street, Washington, and The World!

Welcome to The FarrCast! This week, Michael Farr welcomes Jim Lebenthal for a discussion on why Jim is still optimistic, even (or maybe especially) because sentiment is so sour. Dan Mahaffee reviews Washington gridlock, and in our special guest segment, Michael welcomes Robert Ourisman, Jr., President and CEO of the Ourisman Group of car dealerships. Robert shares the 30,000 foot view of the auto industry, and how the macro economic situation is impacting what you can (and can't) buy in a dealership today.  

Bringing you information from Wall Street, Washington, and The World -- it's The FarrCast!

After a brief COVID break, the FarrCast is back! 

Michael Farr welcomes Jim Iuorio who lays out the baby steps the economy is taking past inflation -- and where the Fed's missteps may come. In our second segment, Dan Mahaffee reviews the outlook in DC and the news from abroad that Boris Johnson has finally resigned. And for our special guest segment, Michael welcomes Robert Frick, Chief Economist from Navy Federal, the nation's largest credit union. Bob has a background in behavioral economics and helps to explain why some consumer behaviors appear to be contradicting what the data might suggest.  

It's another great FarrCast helping you decipher Wall Street, Washington, and The World!

Can we see the bottom yet? Up first, Michael Farr sits down with Kenny Polcari to discuss the markets. Political analyst Dan Mahaffee then joins in to discuss what’s happening in politics with some primary updates.

Bringing you Wall Street, Washington, and The World -- it's The FarrCast!

The markets swoon, but Michael Farr and Jim Lebenthal share their wisdom on how to endure. And Jim says why, in spite of the turmoil, he is still bullish in the longer run. Dan Mahaffee joins Michael for a rundown of, wait for it, bi-partisanship on Capitol Hill.   

And for our special guest segment, Michael welcomes Dr. Jay Bryson, Chief Economist from Wells Fargo who reviews his recent call for recession -- and why he thinks it will be relatively mild and short.  

Bringing you Wall Street, Washington, and The World -- it's The FarrCast!

The FarrCast is here to help you negotiate the markets' summer of discontent. First up, Michael Farr welcomes Kenny Polcari for a discussion of the Fed and why patience is a virtue. Political analyst Dan Mahaffee joins and tells us about the bi-partisanship on The Hill, and why it's not time to break out the Kum-Ba-Yah song sheet just yet. For our special guest, Michael welcomes Jenny Harrington for great discussion on investing, with examples of what she looks for in an income stock, and why growing companies aren't necessarily growth stocks.  

It's a great FarrCast to help you make sense of Wall Street, Washington, and The World!

The stock markets finished May with a bit of a mini-recovery, but Michael Farr and guest Kenny Polcari agree the turmoil is only on pause -- not over. Political analyst Dan Mahaffee joins for a discussion about passion in politics and the changing landscape in the US. For our special guest segment, we have a treat -- Daryl Owen, an insider's insider on energy policy. Daryl does a great job explaining the confluence of factors driving energy prices higher, and why he doesn't expect them to fall anytime soon.  

The weather is heating up! Listen to the FarrCast to help keep your cool. Bringing you Washington, Wall Street, and The World!