On Investing
Episodes
Has the Fed Accepted 3% Inflation? (With Jim Bullard)
Hosts Colin Martin and Lizanne Saunders analyze rising global bond yields, attributing the surge to Fed policy uncertainty and fiscal concerns rather than inflation expectations.
The Economy's Curious Balancing Act (With Dr. Richard Clarida)
Hosts Lizanne Saunders and Colin Martin discuss strong Q2 earnings driven by AI spending and the risks of concentrated growth.
Why Good Economic News Isn't Always Good for Markets
Colin Martin and Kevin Gordon discuss the paradox of strong economic data potentially triggering Fed rate hikes, analyzing recent FOMC dissents and Chair Powell’s communication style.