Jim discusses two words of the day: Tariffs and Stagflation.
Jim discusses two words of the day: Tariffs and Stagflation.
Jim discussed inflation, unemployment, and interest rates.
Jim and Morgan discuss the Leading Economic Index and long-term rates.
Jim compares today’s circumstances to 1929, and discusses this week’s interest rate movement.
Morgan discusses market shocks and “buying the dip”.
Jim discusses DeepSeek and deepfakes.
Jim and Morgan discuss interest rates and recent activity in your portfolios.
Jim discusses the movement in short-term interest rates, and sentiment versus reality.
Jim discusses diversification and return projections across different portfolio types.
Morgan discusses the fourth quarter of 2024 and your TTG quarterly reports.