Wealth Vision 20/20 Podcast

Today’s episode is called “Chess Match” where we discuss the Fed’s final chess moves to secure a checkmate on inflation, the difference between headline inflation and the Fed’s core inflation and why it’s different, and the complicated moving target called semiconductor chips and why the end of the shortage is far more elusive than you might think. 

.........Tune in, as we discuss that and more. 

Today’s episode is called “Recession or No Recession, that is the Question” where we discuss the implications of 2 quarters of negative GDP and the real definition of a recession, the delusion on capital hill that we can kill inflation without sacrificing jobs, the consumer spending spree, and a stock market that just posted its best month all year. 

 ......Tune in as we discuss that and more. 

Today’s episode is called “2nd Half Jitters” where we discuss the absence of peak inflation, the meteoric rise in mortgage rates, the compression of PE ratios, and the Growth/Value cycle.  Is the Fed on the brink of finally decreasing demand as desired or is the consumer not going to cooperate and just keep spending?  

Tune in as we discuss that and more. 

Today’s episode is called “Freebies” where we discuss the proposal for a college loan forgiveness program along with all its complications, new weapon systems about to be shipped to Ukraine from the U.S. as well as Germany, the war on inflation including its effect on the stock market, and upcoming client events from summer to fall.......tune in as we discuss that and more

Today’s episode is called “Wicked Problem” where we discuss China President XI Jinping’s “zero-covid” policy, it’s likely failure, and the repercussions of the new wave of lock downs affecting more than 300 million Chinese people, the stock markets 3rd quarter earnings and future guidance, GDP dropping from 6.9% to -1.4%, stubborn inflation that has yet to peak, and the pickle the Fed finds themselves in.  ...........Tune in as we discuss that and more.

Today’s episode is called “The Long And Windy Road” where we discuss the latest jobs report signaling more growth ahead, inflation numbers pointing to the worst inflationary backdrop in 40 years, the Fed's first move in its war on inflation and the market’s resilience in the face of it all. Is the end of inflation anywhere in sight or are we in store for a longer struggle than we think?

........Tune in as we discuss that and more.

Today’s episode is called “Chess Pieces” where we discuss the recent communique between Russia and China pledging unprecedented cooperation, the long-awaited Russian invasion of Ukraine, the Federal Reserve and how all of the geopolitics plays into the calculus for controlling inflation, and why the stock market moved up once the invasion started.  Is this the beginning of the end of recent hostilities or just one chess piece moving in a long game involving more players than we thought?

......Tune in as we discuss that and more

Today’s episode is called “Breaking Point” where we discuss the rapid pace of inflation, the Fed’s latest announcements of steps to control it, Russia’s massive buildup of 100,000 troops armed with scores of tanks on the Ukrainian boarder, and how all of these play together to bring us our first market correction of more than 10% in a couple of years.  Is this the breaking point for the markets, or just a pause in the post Covid expansion we’ve become accustomed to?  ........tune in as we discuss that and more.

Today’s episode is called “falling Dominoes” where we discuss how the administration’s signature legislation know as the ‘Build Back Better Bill’ hit a major snag as a key Democratic Senator says he will vote no, inflation registering its highest read in 40 years causing the Fed to abruptly change course before it’s too late and what this all means for 2022, stock and bond market volatility and your portfolio.  If you were recently celebrating being done with 2021, hang tight….. in 2022 we might have new challenges we’ve never faced before.  

Tune in as we discuss that and more

Today’s episode is called “The Year in Review-2021” where we discuss the stock market performance that exceeded most people’s expectations, the obsessive focus on inflation and some of its causes, what to look for in 2022 and a few tips on what you still can do before year end to enhance your future.   

Tune in as we discuss that and more.