Policy & Profits podcast episodes
Podcast
The conversation delves into the current state of market expectations regarding interest rates, the implications of government spending on inflation, and the outlook for economic recovery. The speakers discuss the likelihood of interest rate cuts, the challenges faced by policymakers, and the impact of government financial decisions on the average
Podcast
In this episode, E.J. Antoni and Anthony Esposito discuss the current political landscape as it relates to the upcoming elections and its impact on the markets. They delve into the financial system's vulnerabilities, particularly focusing on the repo crisis and liquidity challenges faced by the Fed. The
Podcast
In this episode, Anthony Esposito and E.J. Antoni discuss the current economic landscape, focusing on inflation expectations, consumer debt, interest rates, and market positioning. They analyze the disconnect between Fed policies and consumer realities, highlighting the rising debt levels and the impact of political dynamics on market behavior. The
Podcast
In this episode, Anthony Esposito and E.J. Antoni discuss the current economic landscape, focusing on inflation, jobless claims, and the reliability of economic data. They explore the implications of these factors on individual households, retirement savings, and investment strategies. The conversation highlights the disconnect between official economic data and
Podcast
In this episode, E.J. Antoni and Anthony Esposito discuss the latest economic data, including job growth and its implications for the market. They analyze the quality of jobs being created, the impact of immigration on employment, and the Federal Reserve's role in shaping market expectations. The conversation
Podcast
Everything is fine, just fine...until you follow the model, listen to liars and analyze the chart.
Podcast
Anthony and EJ discuss the manufactured and manipulated reality of the market, led by mediocre and politicized talking heads; such as Yellen and Powell.
Podcast
The conversation covers various topics including the 9/11 anniversary, CPI numbers, oil prices, Fed rate cuts, and the presidential debate. The hosts discuss the impact of 9/11 on American history and the importance of remembering the event. They also analyze the CPI numbers and the real cost of