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!
For this show, Engage with Andy Busch covers the Fed, the economy and interest rates. We bring on The Liscio Report's Chief Market Strategist Danielle DiMartino-Booth. She was a former market advisor to the Dallas Federal Reserve and assisted Richard Fisher. Please subscribe, rate and review this podcast. Many thanks!
Congress: Iran, Defense, and Govt. Shutdown. Engage with Andy Busch brings on a top government expert: American Action Forum President Douglas Holtz-Eakin. We discuss the timing of key votes in the fall session of Congress and why there are only 10-12 days left to avoid a government shutdown. Check it out! Please subscribe, rate and review the show.
For this show, we Engage the chief investment officer from Fortis Partners, Matt Topley. Matt tells us why we need to remain calm to create big-time LT wealth. As always, please subscribe, rate, and review the show. We appreciate your help!
We engage chief market analyst from The Lindsey Group, Peter Boockvar, to discuss the recent market volatility and what the central banks are doing to deal with it. Peter provides a very unpopular position: we need rate hikes to create a recession reset to fix the stock market! Please subscribe, rate and review the show, we appreciate your help!
For this show, we bring in an expert on entrepreneurs and small businesses, Jon Lieber, chief economist from Thumbtack. We discuss how the land of mega start-ups, California, is really the Island of Misfit Toys for small business. This has large job and economic implications for the entire country. Find them at thumbtack.com
For this podcast, we engage Grover Norquist from Americans for Tax Reform. We cover Grover's "Taxpayer Protection Pledge": who's signed it, who hasn't, and who did the best job while in office supporting the prinicples. According to ATR, "Politicians often run for office saying they won't raise taxes, but then quickly turn their backs on the taxpayer. The idea of the Pledge is simple enough: Make them put their no-new-taxes rhetoric in writing." From Clinton to Trump to Bush, we track down what the candidates have said and see if they make sense! Take a listen and tell us what you think. Please subscribe, rate and review the show!
In this podcast, I talk with Jim Bianco from Bianco Research. We cover the top three items driving down stocks. We hit the Federal Reserve, China, and weak earnings reports. For bonus at the end, Jim explains why lower oil prices have not yet translated into higher consumer spending! Please subscribe, rate and review our show.
In this podcast, I speak with Channel Capital's CIO Doug Roberts. We cover all the factors pushing and pulling Janet Yellen and the Federal Reserve. Global quantitative easing, China slowdown and crashing commdities are all discussed with Doug's call on what how the markets will react.
In this episode of Engage, we talk polls with the former Deputy Director of Mitt Romney's 2012 campaign. Here's Jarrett's article on how national surveys are a bad indicator for the primary: All Polls Are Not Created Equal
On this episode, I talk with The Hill's Kevin Cirilli about why Democrats are panicking over Hillary's server and why China's panicking over their currency. Check out KC's article on Clinton here: Dems near Clinton panic mode
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For our second show on Engage, we turn to good friend and astute political analyst Greg Valliere from Potomac Research in Washington, D.C. We delve into the developing 2016 Presidential race theme of reject whatever candidate the party appears to be supporting. Whether it's Hillary Clinton or Jeb Bush, voters are reaching out to Donald Trump and Bernie Sanders to let party leaders know they don't like the current lineup. Greg and I cover this and who may be waiting in the wings to jump into the race and make it a lot more interesting. Please subscribe, rate and review Engage with Andy Busch to make it your show, covering what you want and filtering out the media noise!
Engage with Andy Busch will cover what this show is about and who is Andy Busch. I cover my background, my inability to handle simple tasks like installing ceiling fans, and why I need to breakdown topics into simple, easy to understand pieces. (Hint: So even I can understand it!) I need your input on where we go, so please subscribe, rate and review.