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.
Engage hosts world class econ Mark Skousen. GDP, GO and Y US economy may hit a recession in 2016. Plus #freedomfest
Engage brings on Alex Skatell from Ind.Journal Review to discuss the current state of digital media and it's future. Is the millennial media bubble bursting?
Engage tackles sleep this week w/Dr Marc Milstein n we answer the question: why are there 60 million prescriptions for sleep aid issued every year. Believe it or not, the answer starts in the AM not the PM. Check out www.drmilsteineducation.com
On Engage, we examine why Austin TX is growing fast, it's not oil! Austin Chamber's Drew Scheberle joins us: industry clusters, tech and education are key!
Today on Engage, we cover the markets for where are, where we're going and what's going to take us there with S&P IQ's Sam Stovall.
This week on Engage, we talk about how Trump could not only win the Republican nomination, but the White House! Joining me is returning friend and guest Greg Valliere , chief strategist from Horizon Investments. We cover how Trump could win, how Hillary could melt down, and how the markets will react.
This week on Engage with Andy Busch, we tackle a shocking subject: Congress spending money it doesn't have! Concord Coalition's Phil LaRue joins us to discuss the $800 billion in cost for the tax extenders bill and what it means for business, investors and you!
Today on Engage with Andy Busch, we talk about the downside impact to emerging markets from the US Federal Reserve hiking interest rates. Managing Director of Research for Roubini Global Economics Rachel Ziemba joins us for a lively discussion covering EM, China and commodities.
With the Republican candidates excoriating the Trans Pacific Partnership free trade agreement, we at Engage thought it be a great time to bring on an expert to discuss it. Joining us to discuss is Corey Boles, senior analyst, NA for the Eurasia Group. We'll cover what's in the TPP, growth projections, and will Republican candidates hurt it chances of getting passed.
Today on Engage with Andy Busch, we bring on a weather expert to discuss how Hurricane Patricia formed, the strength of this year's El Nino, and what type of winter weather were likely to have. Jon Davis is the meteorology team lead for Riskpulse and explains how weather will impact the energy markets this season.
The next Republican Presidential debate is on October 28th and is the CNBC sponsored event. With this in mind, Engage will focus today on the major candidates' plans for growth. We'll dissect the tax plans that the candidates have released and try to understand their impact on the economy and deficits. The good news: you can increase jobs, wages, and GDP with one change to the tax code.... And all candidates have a variation of it in their proposals! Joining me to discuss is Kyle Pomerleau from the Tax Foundation. Kyle is an economist for the Tax Foundation's Center for Federal Tax Policy. HIs work focuses on corporate and business taxation, international taxes and income taxation.
Global stock markets have rebounded with a vengeance and US equity markets are up over 7% in the last 10 days. Questions arise: have we put in a bottom, what will Q3 earnings look like, will the rally continue into Q4? Joining Engage to discuss is S&P Capital IQ's US Equity Strategist Sam Stovall.
With the global economy gasping for breath and US job growth wheezing, we turn to a man whose job is to diagnose the data. Jim Glassman is JP Morgan's chief economist for commercial banking and we hit all the key topics from jobs to retail sales to the Fed. Jim drops some serious value bombs on why today's weak retail sales are misleading and why the economy can keep growing for another 2-3 years.
Today on "Engage with Andy Busch," we had on US Chamber of Commerce Chief Economist Martin Regalia. We discussed why the markets are so jittery, why the Fed can't seem to make a decision to raise rates and why the US economic recovery is so tepid. "The policies this time around have been nothing short of horrible." Also, Regalia covers top 3 areas US Chamber wants to see addressed for tax reform.
Engage with Andy Busch brings on Politico's Tax Pro Editor Toby Eckert to break down the Trump, Bush and Rubio plans for tax reform. Guess which plan helps the wealthiest the most and costs the highest? We also hit Clinton's call for eliminating the healthcare "Cadillac Tax", the outlook for tax reform, and what the heck is BEPS? I believe it's a Europe tax disease...
Engage brings on Potomac's Valliere to countdown top 10 Republican 2016 candidates. Trump's not even in the top 5! Find out who Greg likes at #1 and how Walker "blanded" himself out of the race.
Engage with Andy Busch brings on an analyst the WSJ calls "The High Priest of S&P Stats" Howard Silverblatt from S&P Dow Jones. We cover key metrics every investor needs to know: share buybacks, earnings, dividends, capex and cash on the balance sheet. This is insight on a level you can’t get anywhere else, check it out!
Engage with Andy Busch welcomes Janney Capital's Managing Director, Technical Research Dan Wantrobski. They can be found at www.janney.com. Dan gives his very positive view on stocks and provides insights into why equities can go significantly higher from here despite the recent volatility.
On this show, I decide to give you my views on Congress and how they will impact the markets and businesses this fall. Tax extenders, Highway Trust, budgets, debt ceiling are all covered. BTW, we got visits from the Pope and Chinese President Xi in September!