Sep 26, 2022
This week Phil welcomes a special guest and friend, Dr. Claus Te Wildt, the Senior VP of Capital Markets Strategy at Fidelity. They discuss Fed policy, where the market goes from here, and portfolio ideas.
Sep 19, 2022
This week, Phil discusses how the correction in commodity prices is a potential first sign of a break in inflation, the importance of the federal reserve meeting this week, and how the history of markets suggests a rally in stocks during a federal reserve tightening cycle.
Sep 14, 2022
On this special edition episode, Phil discusses yesterday’s update on inflation from the CPI, which surprisingly reported higher than what was expected. He shares his perspective on inflation and gives reasons why we shouldn't be overly concerned.
Sep 12, 2022
This week Phil discusses the latest CPI update and its impact on the federal reserve raising rates, why markets had a good week, the dire situation in Europe, and his personal perspective on 9/11 and the American Dream.
Sep 6, 2022
This week Phil discusses the possibility of a soft landing by the Federal Reserve hiking interest rates, the strength of the labor market, and the benefit of the US having its oil and gas reserves to fight inflation.