The Trauma of Hurricanes revisited: Hurricane Alicia (1983) remembered as Hurricane Milton bears down on Florida today; Lance shares his bizzare dream about aliens refuting Flat-earthers; why high interest rates are unsustainable. Fed rate cuts don't mean rates will go straight down. Why 4% rates cannot last for long. Markets rally amid price compression; wh ... Show More
Aug 2024
Now’s the Time to Diversify Beyond Magnificent Seven Stocks
<p>Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses why investors should consider diversifying beyond Magnificent Seven stocks. Sarah Hansen, Morningstar Inc markets reporter, explains what caused the sharp stoc ... Show More
20m 42s
Sep 8
JPMorgan Trading Desk Warns Fed Rate Cut Risks Tanking Stocks
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ... Show More
38m 44s
Apr 2025
Market Volatility: What Lies Ahead in Trump's Trade War
<p>Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.</p><p><strong>Key Takeaways:</strong></p><p>What an Escalating ... Show More
13m 3s
Apr 2025
Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking
Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may ... Show More
56m 58s
Oct 2023
Duration Remains Unattractive, Says Veteran High Yield Bond Investor
On todays episode, Craig Manchuck Vice President & Portfolio Manager at Osterweis joins the show for a discussion on the end of the zero interest rate era.
We deep dive into the bond market sell-off over the past 3 years, where to find opportunities in the bond market & the ris ... Show More
1h 12m
Nov 2023
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More
1h 3m
Oct 17
Trump softens China tariffs, gold rallies, regional banks hit
US stocks open mixed after President Trump told Fox Business the 100% tariff on China “won’t stand,” calling high tariffs “not sustainable.” Futures turned higher on hopes of easing trade tensions ahead of a planned Trump–Xi meeting in two weeks. The optimism comes after a turbul ... Show More
21m 41s