最佳Financial Exchange播客 (2024)

1
Is America's frozen housing market warping the economy? 36:14

2d ago36:14

36:14

Mike Armstrong and Marc Fandetti discuss the current problem with America's housing market and wonder if it is warping the economy. Why is the US economy benefiting from the pressure effect? Shopping for a car this weekend will require and old school approach. Paul LaMonica joins the show to chat about Constellation Energy and why former dividend p…

1
Joseph Simonian on Model Validation in Finance 54:00

8d ago54:00

54:00

In this episode, host Lotta Moberg is joined by Joseph Simonian to discuss the importance of understanding the field of model validation and how it applies to the financial industry. His published work on the topic can be found here: https://rpc.cfainstitute.org/en/research/foundation/2024/investment-model-validation Joseph Simonian is a globally r…

1
Why markets don't worry about presidential debates 38:36

2d ago38:36

38:36

Mike Armstrong and Marc Fandetti react to the PCE data that showed inflation rose 2.6% in May from a year ago. What were the economic takeaways from last night's debate? Why markets aren't dramatically impacted by presidential debates. AI frenzy propels stocks to a monster first half. Wall Street seems calm. A closer look shows something else. Why …

1
Why are so many Americans 'critically underprepared' for retirement? 36:02

3d ago36:02

36:02

Mike Armstrong and Marc Fandetti take a look at why even high earners are concerned about making ends meet. Walgreens plans major US store closures. 55-year old Americans are 'critically underprepared' for retirement, survey finds. Could this be the top of the housing market? Nearly half of American EV owners plan to switch back to gas-powered cars…

1
What to look for in tonight's debate from an economic perspective 38:37

3d ago38:37

38:37

Mike Armstrong and Marc Fandetti preview the economic elements of tonight's presidential debate. Economists are worried about both candidates ideas for extended tariffs. What is the real reason we should worry about the ever-growing budget deficit? Small business's are keeping the labor market going. Micron declines after missing on expectations.…

1
Ask Todd: Revocable vs Irrevocable Trust, Which one is better? 16:02

4d ago16:02

16:02

Todd Lutsky shares his insight into how and when you should decide on a revocable or irrevocable trust. Todd also details some scenario's that might require one trust over the other.由The Financial Exchange Network

1
The economy is good. Why don't people know it? 36:01

4d ago36:01

36:01

Paul Lane and Marc Fandetti break down why the economy is doing well and pushback against those who think the economy is terrible right now. Housing sector slump persists, with little relief in sight. For American brands worried about China is India the future? Vanguard sees more 401(k) hardship withdrawals. That may not be a bad thing. YouTube dom…

1
Do Presidential debates have any impact on the stock market? 37:44

4d ago37:44

37:44

Paul Lane and Marc Fandetti take a look at past presidential debates and how impactful they were on markets in the immediate aftermath. Fed's Bowman warns of upside risks to inflation, not time to cut. US auto sales are expected to slow during the second half of 2024. Volkswagen to invest up to $5B into EV maker Rivian. Todd Lutsky stops by for his…

1
Don't make this stupid mistake with your credit card 36:07

5d ago36:07

36:07

Mike Armstrong and Paul Lane discuss the labor market's weak spots and why the Fed is very concerend about them. Why did Microsoft get hit with an EU antitrust suit? Paying bills with your credit card can lead to massive mistakes. Are there any Mutual Funds left that are better than ETFs? Why did Apple reject a partnership with Meta? Paramount+ inc…

1
This homebuying season is the worst in more than a decade 38:38

5d ago38:38

38:38

Mike Armstrong and Paul Lane discuss Nvidia's recent slide and how investors have dealt with it. Why is this homebuying season the worst in more than a decade? Why did Janet Yellen propose to help boost housing supply? How is Boston preparing to combat a shortage in housing supply? How can Americans chasing high interest rates avoid falling into th…

1
Why are millionaires leaving Massachusetts? 36:06

6d ago36:06

36:06

Mike Armstrong and Paul Lane discuss why millionaires are leaving Massachusetts and where they are going. Target aims to expand its online market place with Shopify partnership. What does retirement look like when you are using real estate as your primary income source? Investing in sports has arrived. CDK hackers want millions in ransom to end car…

1
How long can high rates last? Bond Markets say maybe forever. 38:46

6d ago38:46

38:46

Mike Armstrong and Paul Lane preview this week's all important PCE release. How did we go from six anticapted rate cuts to only one potential cut? How long can high rates last? Could it be forever? Apple hit by first charges under new European tech law. Holiday travel is booming. Why are airlines doing so badly? China and the EU agree to talks in b…

1
How are Americans feeling about the economy today? 38:42

9d ago38:42

38:42

Paul Lane and Marc Fandetti discuss the recent economic survey from Monmouth University that showed Americans are focused on high prices and that is shading their economic outlook. The IRS extends freeze of Pandemic-era tax credit amid widespread fraud. Fast-Food customers are shifting to casual-dining chains. Paul LaMonica joins the show to chat a…

1
Nvidia's success is a problem for the stock market 38:38

9d ago38:38

38:38

Paul Lane and Marc Fandetti explain why Nvidia's success is the stock markets problem. SoftBank founder laments selling Nvidia back in 2019. Home prices hit record high in May as sales stall. At Target, store workers become AI conduits. China has spent at least $230B to build its EV industry. Europe has a new economic engine: American Tourists. Hac…

1
How expensive will it be to stay cool this summer? 38:37

10d ago38:37

38:37

Chuck Zodda and Marc Fandetti discuss how impactful the summer heatwave is on our wallets. Where are home prices far outpacing paychecks? Why are Americans not buying more EVs? Months after telling advertisers to 'go F themselves', Elon Musk pitches advertisers to return to the platform. Did McDonald's ignite the food price war with the return of t…

1
Does Nvidia's rise mean we are in a bubble? 38:38

10d ago38:38

38:38

Chuck Zodda and Marc Fandetti discuss how Nvidia rose to be the most valuable publically traded company, and if their rise means we are in a bubble. The Bank of England declines to cut rates despite easing inflation. Boeing's CEO apologizes to MAX crash families and claims companies culture is far from perfect. Has the recent rally in treasuries er…

1
People don't know what a recession really is 38:36

12d ago38:36

38:36

Mike Armstrong and Marc Fandetti wonder why so many people are confused by what a recession actually is. Central Banks expect to snap up more gold this year amid dollar pessimism. EV startup Fisker files for bankruptcy. What is a zombie mortgage? Socal Media influencers aren't getting rich, they're barely getting by.…

1
Fed needs to cut interest rates sooner rather than later 38:38

12d ago38:38

38:38

Mike Armstrong and Marc Fandetti react to the May retail sales report that came in weaker than expected. Does the Fed need to cut rates sooner rather than later? Boeing CEO calls culture 'far from perfect' as a new whistleblower surfaces. '529' plans are getting a lot more flexible and useful this year. McDonald's to end AI drive-thru test with IBM…

1
Corporate Tax rates are taking center stage ahead of the election 35:12

13d ago35:12

35:12

Chuck Zodda and Mike Armstrong discuss how much money is at stake if corporate taxes get lowered and where the US sits among developed nations on taxing corporations. Why didn't China's stimulus kick start the housing market? Should the DOJ prosecute Boeing over fatal crashes? How to manage retirement savings during a high interest rate cycle. Will…

1
Could some relief be on the way for home buyers? 38:38

13d ago38:38

38:38

Chuck Zodda and Mike Armstrong discuss why the Fed can take time taming inflation. Why are big bond rally is promising help for home buyers. Why condos are seeing a big spike in insurance costs. What did Wells Fargo do to cost itself over $10M per month? Pixar strikes big at the box office with 'Inside Out 2.'…

1
William Sharpe & Martin Leibowitz on Equity Risk Premium, Spending Rates & Investing for Retirement 1:09:01

14d ago1:09:01

1:09:01

Bill and Marty Join host Larry Siegel to discuss equity risk premium, spending rates, and investment strategies for retirement. William F. Sharpe, born in 1933, is the STANCO 25 Professor of Finance, Emeritus at Stanford University’s Graduate School of Business. He was one of the originators of the Capital Asset Pricing Model and is the best-known …

1
Is recession worse than inflation? 36:10

16d ago36:10

36:10

Chuck Zodda and Mike Armstrong discuss how expensive it is to insure EVs. Boeing investigates quality issue on undelivered 787s. Is recession worse than inflation? Hurricane season begins with a deluge in Florida. Are insurers ready? Can crypto stave off a US debt crisis? Paul LaMonica joins the show to chat about Nvidia's stock split and the poten…

1
Why is the stock market rising without rate cuts? 38:39

16d ago38:39

38:39

Chuck Zodda and Mike Armstrong react to the University of Michigan consumer sentiment survey that came in much lower than expected. Why the stock market has risen even with no rate cuts. Elon Musk's pay victory removes cloud at Tesla, but fresh legal fight looms. Don't just set it and forget it when it comes to your money goals.…

1
Hidden costs of homeownership continue to climb 35:10

17d ago35:10

35:10

On the second hour of today's show, Chuck and Mike discuss the latest news out of Tesla regarding CEO Elon Musk's pay package on the verge of being approved by shareholders. Plus, Jeff Ostrowski of Bankrate joins the guys to recap their latest survey about how the hidden costs of homeownership have risen 26% since 2020. An update on the peculiar mi…

1
Is the labor market finally cooling off? 38:39

17d ago38:39

38:39

Chuck Zodda and Mike Armstrong react to the Fed's comments about a possible lone rate cut coming this year. PPI data shows wholesale prices unexpectedly dropping in May. US jobless claims rise to highest level in 9 months. Bond market splits from Fed again by betting on 2024 rate cuts. The era of higher savings and bond rates is still going. How ca…

1
Ask Todd: Important factors to consider when choosing an irrevocable trust 15:59

18d ago15:59

15:59

Todd Lutsky, Cushing & Dolan, explains what factors go in to making a decision on creating an irrevocable trust. What are the downsides of using an irrevocable trust? How do you know if you need one trust or two? How to plan for estate taxes and a possible nursing home stay?由The Financial Exchange Network

1
Gen Z is learning a hard lesson about the job market 35:52

18d ago35:52

35:52

Chuck Zodda and Paul Lane explain why Gen Z is in for a rude awakening as they enter the labor force. European carmakers are concerned about the new tariffs against China. US home-purchase applications rise for the first time in five weeks. Will oil levels be able to keep up with peak demand? Biden and Trump both want to extend tax cuts for America…

1
Inflation slowed down in May. How will the Fed respond? 37:47

18d ago37:47

37:47

Chuck Zodda and Paul Lane react to the May CPI report that showed inflation slowing down over the month. Will the Fed make a rate cut decision at this week's meeting? How are markets pricing in future rate cuts? Todd Lutsky stops by for his weekly segment, Ask Todd, where he shares his expertise on estate planning.…

1
Shopping centers were supposed to go away, instead we have more than ever 36:09

19d ago36:09

36:09

Mike Armstrong and Paul Lane wonder what happened to the supposed retail apocalypse. Pimco warns of more regional bank failures on property pain. The stock market rally has been all about large caps. As banking moves online, branch design takes cues from Starbucks. The postal service's $40B overhaul is off to a rough start.…

1
Apple partners with OpenAI and Elon Musk is very unhappy 38:39

19d ago38:39

38:39

Mike Armstrong and Paul Lane preview this week's Fed meeting. Why the Fed is in no rush to cut rates as economy holds up. Fed's higher-for-longer stance hits firms that expected cuts. Apple partners with OpenAI to rolls out new artificial intelligence system. Elon Musk says he will ban Apple devices if OpenAI is integrated into OS. 401(k) confusion…

1
Home are for sale, but buyers can't be found 36:01

20d ago36:01

36:01

Chuck Zodda and Mike Armstrong take a look at homes for sale are piling up, just not where buyers are. Toyota lost over $15B in market value last week after being caught falsifying tests. Annuities are soaring in popularity. They're not all as safe as they seem. Apple is under pressure to deliver on AI at Monday's WWDC event. How much is your smart…

1
Why the recession still isn't here 38:39

20d ago38:39

38:39

Chuck Zodda and Mike Armstrong explain why traders are bracing for volatility on Fed-CPI double blow. Where is that recession that was promised? Roaring Kitty talked GameStop and chugged beer while shares plunged. Elliott takes a big stake in Southwest Airlines. A big decision for Boeing's next CEO.由The Financial Exchange Network

1
No one wants a new car now. Here's why. 38:37

23d ago38:37

38:37

Chuck Zodda and Mike Armstrong take a look at the reasons why buyers are staying away from new cars. Jessica Caldwell from Edmunds joins the show to chat about new car sales vs used car sales and where EVs are trending. It's a buyers market for boats, RVs, and other pandemic toys. Want to pay cash? That'll cost you extra. Paul LaMonica from Barron'…

1
Don't get too excited about the 'strong' jobs report 38:39

23d ago38:39

38:39

Chuck Zodda and Mike Armstrong dive into the supposedly great May jobs report. China's exports surge as trade tensions near boiling point. GameStop slumps on share sale plan hours before Keith Gill's livestream. Trump tax cut renewal is winning over Wall Street, but could cost $4.6T. Humane warns AI Pin users to 'immediately' stop using the devices…

1
How Apple fell behind in the AI arms race 37:57

24d ago37:57

37:57

Chuck Zodda and Mike Armstrong wonder if the collapse in commercial real estate is imminent. Gig work isn't living up to its hype. How has Apple fallen behind in the AI arms race? Michael Santoli, CNBC, joins the show to discuss how impactful the upcoming economic data could be. The best reason to claim social security early. The $21 billion lawsui…

1
How does the ECB rate cuts impact the Fed's desire to cut rates? 38:38

24d ago38:38

38:38

Chuck Zodda and Mike Armstrong react to the ECB's interest rate cut to 3.75%, and wonder if the Fed will use this to start their own rate cuts. US jobless claims come in higher than expected. Goldman Sachs sees a 'wall of money' fueing stock market's summer party. Keith Gill's GameStop trades pose conundrum for market caps. Oil extends losses as OP…

1
Ask Todd: Revocable vs Irrevocable Trusts 15:47

25d ago15:47

15:47

This week on Ask Todd, Todd explains the differences between revocable and irrevocable trusts and why you need to know how each functions and what the tax implications are. Todd also takes calls from listeners about their individual estate planning needs.由The Financial Exchange Network

1
Why do Americans have more investment income than ever? 38:37

25d ago38:37

38:37

Chuck Zodda and Marc Fandetti react to the launch of the Boeing Starliner that is sending NASA astronauts to the International Space Station. Why do Americans have more investment income than ever before? Is the job market turning back in favor of employers? Why are commutes getting longer and longer? Will Americans with adjustable rate mortgages s…

1
Stocks brush off bad economic news again 37:33

25d ago37:33

37:33

Chuck Zodda and Marc Fandetti dive into the jobs data released in the morning that came in 'much lower than expected'. Is Europe catching up to the US's GDP growth? Todd Lutsky joins the show for his weekly segment, Ask Todd, where he will explain the differences between revocable and irrevocable trusts.…

1
Is Keith Gill manipulating the stock market? 36:04

26d ago36:04

36:04

Mike Armstrong and Marc Fandetti debate if Keith Gill, Roaring Kitty, is manilpulating the stock market with his recent activity. Majority of Middle-Class Americans say they are financially struggling. Own a 401(k)? You could soon vote on issues like Elon Musk's pay. Many Americans are still shying away from EVs despite Biden's push. Car deals vani…

1
Why has bad economic news been good for stocks? 38:37

26d ago38:37

38:37

Mike Armstrong and Marc Fandetti discuss why bad economic news has resulted in higher stock prices, but that could be about to change. Job openings in the US fell to a 3-year low as the labor market is cooling off. Big Tech companies unplug stock market from reality. Renting vs Buying in Boston is getting messy. The average 401(k) savings rate rece…

1
Will the US's big bet on chip makers start to pay off soon? 36:45

27d ago36:45

36:45

Mike Armstong and Marc Fandetti wonder when the pay off will come for the US after the country poured billions of dollars at chip makers. Boston Beer in talks to sell itself to Jim Beam owner. Companies counter pushback on prices increases with promotions. How a retirement withdrawal can lead to a perjury conviction. Ford says drivers will be able …

1
Roaring Kitty is back and GameStop surges 25% 38:38

27d ago38:38

38:38

Mike Armstrong and Marc Fandetti discuss why the Fed has to worry about much more than just inflation. Key engines of consumer spending are losing steam all at once. NYSE technical issue shows Berkshire Hathaway down 99%. GameStop shares surge 25% after 'Roaring Kitty' posts big position in the company. Inflations feels bad no matter how you define…

1
Mark Kritzman on Relevance-Based Prediction, An Alternative to Machine Learning 1:02:50

28d ago1:02:50

1:02:50

Mark joins host Lotta Moberg to discuss relevance-based prediction, a transparent and adaptive alternative to machine learning. Mark Kritzman, CFA is a Founding Partner and CEO of Windham Capital Management, LLC. He is also a Founding Partner of State Street Associates, and he teaches a graduate finance course at the Massachusetts Institute of Tech…

1
What parts of the economy is keeping the Fed from cutting rates? 38:37

30d ago38:37

38:37

Mike Armstrong and Marc Fandetti take a look at which parts of the economy are preventing the Fed from cutting rates. The rise in consumers' late debt payments is slowing down. the QR backlash has won. Restaurants are ditching them for good. You bought gold at costco. What are the taxes when you sell it. Paul LaMonica joins the show to chat about t…

1
Higher prices shield Americans from believing the economy is doing well 38:37

30d ago38:37

38:37

Mike Armstrong and Marc Fandetti react to the Fed's preferred inflation measure coming in as expected. Matt Gagnon, CEO - Maine Policy Institute, joins the show to share his stance on the current state of the economy. A robust economy can't shield Biden from blame for higher prices. Commercial property meltdown clobbers pension funds.…

1
McDonald's fights back against claims of $18 Big Macs 36:31

1M ago36:31

36:31

Chuck Zodda and Mike Armstrong wonder if the current interest rates are too low to cool off the economy? McDonalds tries to set the record straight on $18 Big Macs. What are the new Roth IRA rules? Loneliness in retirement is rapidly on the rise. Why are orange juices prices through the roof? Walmart store managers are now making staggering salarie…

1
Can the markets continue to ride AI assumptions? 38:39

1M ago38:39

38:39

Chuck Zodda and Mike Armstrong discuss treasuries holding steady during the recent stock sell off. Are markets banking too much on AI assumptions? Why is home insurance barely counted in inflation data? Why did movie studios experience the worst Memorial Day Weekend since 1989? Salesforce shares weak outlook and shares plunge.…

1
Ask Todd: How do you know if your trust actually exists? 15:48

1M ago15:48

15:48

This week on Ask Todd, Todd Lutsky shares his insight into state estate taxes and which states have death taxes, naming trusts as account owners, and how to know if your trust actually exists or not.由The Financial Exchange Network

1
How much happiness can your salary buy? 36:30

1M ago36:30

36:30

Chuck Zodda and Paul Lane take a look at how much American workers need to make to feel happy with their salary. Why are American workers so lonely? Elon Musk's xAI valued at $24B after latest fundraising. How did AI make Mark Zuckerberg popular in Silicon Valley again? Store brands are filing up more of your car. Starbucks customers and workers fu…

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