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 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 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!
"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.
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.
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.
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!