With surprisingly strong 3.2% US GDP data, Engage brings on McVean Trading and Investment's Chief Economist to provide a big picture look at the US economy, interest rates and commodities. Check out why Michael thinks we may never see a full one year recession in his lifetime!
Engage has Berenberg Capital's Chief Economist Mickey Levy to discuss problems in the global economic outlook. Europe, China and United States all reviewed for key areas and connections. "Europe's outlook is pretty dismal for the future." What can the ECB to grow the economy? "The honest answer, there's really nothing they can do."
This week on Engage, we discuss the biggest, baddest gravitational pull on the markets: Fed policy. Williams College Ken Kuttner joins to discuss his paper "Unconventional Monetary Policy." Why did the Fed do it, how effective was it and what challenges it presents now. See www.andrewbusch.com/research/ to get my full research note on the problems for the next recession.
This week on Engage, we do an 8 minute flashcast w/Andy covering Federal Reserve rate policy, US domestic policy and technology. And we use gravity and planets to explain how these 3 market narratives tug and pull on asset values.
This week on the show, we bring on Vident Financial Chief Economist and editor of Town Hall Jerry Bowyer. We cover top market narratives driving asset values in the global financial system. Federal Reserve policy, US trade policy and the 2020 election all covered including how faith plays a role.
This week on Engage with Andy Busch, we review the USDA's 2019 outlook for the farm economy and incomes. We cover the impact of China's demand on US agriculture products, US-China trade negotiations and the USMCA. Interesting point: off-farm income equally important as on-farm income to sustain US farmers.
This week on Engage with Andy Busch, we bring on AAF President and former CBO Director Douglas Holtz-Eakin. We cover the big topics dominating the markets: China trade negotiations, the looming Mueller Report and Congressional oversight by Democrats. Therapy dogs necessary!
This week on Engage with Andy Busch, we dive into the unusual world of municipal bonds and why they provide high returns. Federal and state tax benefits can provide a 50% pop to additional income for investors. GO and revenue bonds broken down and discussed. Chicago, Puerto Rico and Orange County reviewed.
This week on Engage with Andy Busch, we go down the foreign exchange rabbit hole with Track Research CEO Robert Savage. The Federal Reserve, China's PBOC and the ECB discussed for policy implications and how this influences the global currency markets. FX markets are always my starting point for analyzing the financial markets!
In a stunning shift of interest policy, the Federal Reserve signaled they are on hold for raising rates in 2019 and they indicated they made a mistake with quantitative tightening. This week on Engage, we bring on one of the best economists in the business, Natixis Joe Lavorgna. Jobs, inflation and growth are all dissected with the goal of trying to figure out why the Fed flipped on monetary policy and what it means for business and investing.
"Blockchain is a foundational technology whose impacts could reach into every corner of the world." This week, Engage covers the hottest fintech story impacting market structure and governance. Why is mutual mistrust a key element for creating trust with this new technology? We bring on Wharton Prof. Kevin Werbach to discuss his new book, "The Blockchain and the New Architecture of Trust." Going beyond Bitcoin, Ethereum and cryptos, we dive into how blockchain is being developed in Walmart's food supply chain, we talk about permissioned blockchains and we hit on why government plays a critical role.
Engage covers the biggest stories impact the markets and business: US government shutdown, China trade negotiations and Federal Reserve interest rate policy. We bring on Horizon Investment's Chief Global Strategist Greg Valliere to have an objective, non-partisan conversation about these critical issues.
Engage tackles the hardest task facing President Trump and Congress: reform of the Affordable Care Act. We cover Trump's EO on ACA, repeal and replace, and where true reform should focus. 4Sight Health CEO Dave Johnson joins.
We all have New Year's resolutions. I want to eat less, workout more, see more old friends and family. Other's have different plans, like Tweeting out that GM shouldn't build a plant in Mexico or telling Ohio Republicans who they should elect as the new party chair or telling Congress to work together to fix Obamacare. Today on Engage, we discuss what Trump wants to get done in his first 100 days with Greg Valliere, chief global strategist at Horizon Investments.
As we start 2017, the US government is experiencing a seismic shift in focus. After 8 years of a Democrat, the country has returned a Republican to the White House along with a Republican majority in both houses of Congress. Today, we're going to take a look at what this could mean for the finances of the US, what it means for shifting spending priorities and how this impacts you at the office and at home. Nonpartisan Concord Coalition's Phil LaRue joins us to discuss.
Regulations are costing Americans $, time & jobs. Why mkts r excited about Trump adm & a new Congress 4 deregulating the US economy. 11.5B hours of paperwork are needed to comply! It's longer than homo sapiens have been on the planet...
Engage w/Andy Busch has 8 sec to tell you that this week we have CEO @mindsetdigital Debra Jasper on. Find out why.
James Lockhart from WL Ross, co-chair Bipartisan Policy Center's Restoring America's Future https://lnkd.in/bPAJCFM
This week on Engage, we bring back veteran political observer Greg Valliere from Horizon Investments. We cover 2016 and Senate elections. What's the 1 thing each candidate needs to do to win!
Engage with Andy Busch brings on E&Y's Steve Landry to discuss key issues impacting future growth for the energy sector: price, bankruptcies, and disruptors.
Engage with Andy Busch brings back CapAlpha's energy expert Jim Lucier to discuss Trump/Clinton policies and the future of energy. Prices, policy and disruptors for the industry! Find him at www.capalphadc.com Check out my research at www.andrewbusch.com
Engage with Andy Busch brings on British journalist and author Robert Colvile to discuss his new book, "The Great Acceleration: how the world is getting faster, faster. We discuss how politics, religion and technology are all being shaped by the world speeding up.
Engage continues to examine the political economy for clues to future growth by delving into the health care sector. David Johnson, CEO of 4sighthealth and author of the upcoming book, "Market vs. Medicine: America's epic fight for a better, affordable healthcare." He joins us to discuss current underlying problems of the US healthcare system and where it will change in the future.
Engage with Andy Busch looks for growth w/Rich States, Poor States author Jonathan Williams @taxeconomist. What US states do it right and wrong! Top 10 and bottom 10 for both current growth and future growth. www.alec.org for the report.