The FarrCast : Wealth Strategies

And other oddities in the world, but fret not -- The FarrBlast is here to give insight into Wall Street, Washington, and The World. Michael Farr examines the irrationality of a 25% drop in Intel as the AI pullback continues. He welcomes Dan Mahaffee as we look at the US midterms, the recent Israeli election, and yes, good Champagne grown in Kent.

On this special edition, we are reposting an interview with Daryl Owen, as he explains how we are in the diesel dilemma, how the solutions aren't as simple as they seem, and why the crunch may last longer than many people think.

Next week, we will post another special from Daryl from May of this year -- he has been nothing but prescient and his insight from May is as pertinent now as ever.

The FarrBlast is back this week as Michael Farr welcomes Kenny Polcari and Dan Mahaffee for a trip around Wall Street, Washington, and The World.

Michael Farr shares the one number he's watching, and why. Jim Iuorio joins and he shares why he's taking some profits. Jim is staying constructive, but not exactly bullish. Dan Mahaffee joins with insight into how next month's midterm results will set the tenor of the 2028 Presidential race.

Experts and insiders brought to you every week to help better understand our world -- it's The FarrBlast.

The calendar rolls over to the fourth quarter and Michael Farr welcomes Jim Lebenthal, who remains optimistic in spite of a rough September and cracks appearing in the bond market. And it's not Pollyanna-ish: Jim has his reasons and explains his pillars of long term investing.

Mahaffee is still in Europe, but we have a special treat as Daryl Owen joins for a look at DC, and his expertise, the energy markets. Daryl tells us the shock absorbers are gone and we might be facing an ugly winter in oil.

Experts and Insiders giving you their insights -- it's The FarrBlast!

It's an abbreviated edition this week, as Mahaffee and Polcari are on the road, but Michael Farr is with you with insights into the markets and Washington. Robert Farr joins with talk of FOMO and what he's hearing from clients.

The bond market has spoken, and the equity market is catching up. We are seeing a bifurcation in the market that is more than just September jitters. The Administration is considering a ban on fuel exports and while there may be short term gains from that, there are heavy costs to be paid.

The Federal Reserve pulls the trigger on the rate hike, and Michael Farr and Kenny Polcari discuss what it means, and doesn't mean for the markets. Dan Mahaffee joins for the geo politics of inflation, and how in the interrelated world, nothing can be compartmentalized. Plus, Dan puts on his tin-foil hat for a moment to talk about coincidences that he is worried aren't coincidental.

For investors, the music from AI is continuing loud and strong as NVidia posts blowout earnings. Michael Farr welcomes Kenny Polcari for a look at the numbers and the broader implications of the AI theme to the economy. Dan Mahaffee joins for a look at the Senate races shaping up and a quick look around the world.

The bond market is beginning to move and the stock market is taking notice. Michael Farr begins this week with Kenny Polcari who says the AI theme is as robust and compelling as ever -- but the calculus is changing. Michael and Kenny discuss the difference and separate between a great idea and a great investment. Dan Mahaffee joins for a look at the primaries and reminds us, in case we forgot, North Korea is the bad one.

On this week's FarrBlast Michael Farr talks markets with Jim Iuorio, and presents a case that the Fed raising short term rates may actually ease pressure on the bond market, and *lower* rates on the long end. Jim shares a litany of concerns, and explains why he's still bullish. Dan Mahaffee joins for a look at the Camp David dust up and how the geo politics of the world are shifting.

Start next week armed with knowledge -- listen to The FarrBlast!