Ep. 448: The Fed, Inflation, Recession and 2024 Tech Outlook
We cover the Fed, persistent inflation, the looming recession, our 2024 Tech outlook and more.
18:54
Ep. 447: The Reverse Repo Market May Be Telling Us When The Fed Will End QT
The overnight reverse repo market (ON RRP) sat at $887 billion last night, down from $2.6...
02:33
Ep. 446: A Full Bank Deposit Backstop Is Impossible
A Full Bank Deposit Backstop Is Impossible The Fed, Treasury and the FDIC are writing a check...
05:39
Ep. 445: Running QT and QE Simultaneously
The Fed's actions on Sunday night amounted to a Bail Out / QE as we stated in episode 444. The...
03:18
Read our related TEK2day articles: 1.) Bail Out: https://tek2day.com/2023/03/13/bail-out/ 2.)...
05:50
Ep. 443: The Looming U.S. Recession, Earnings & Stagflation
A general catch-up on the looming recession, Tech earnings, Stagflation and more. Buy a copy of...
05:55
A quick review of our recent TEK2day published written content. Learn more at TEK2day.com
07:04
Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies
Scott Kurland and Dan Pallone of SS&C Technologies (ticker: SSNC), joined the TEK2day Podcast to...
19:47
Ep 440: A Win For Intuit. A Loss For Facebook
A Win for Intuit. A Loss for Facebook: Intuit (ticker: INTU), recently announced that it had...
02:09
Ep. 439: Hate To Say Price Inflation Is Here To Stay
Elevated prices of goods and services are largely here to stay as a result of the Federal Reserve...
08:40
Ep. 438: More On Management Teams
Quality Companies Outperform Over The Long-Term We will say it until we are blue in the face:...
08:16
1.) VCs are not aligned with Entrepreneurs. 2.) Many of these EV CEOs are frauds as are the...
09:10
CEORater QT: We Expect CEOs & CFOs To Retire At A Record Pace
CEORater Quick Take: We expect CEOs and CFOs to retire at a record pace by year-end 2021 due to...
01:57
Ep. 436: Strong Correlation Between M2 and NASDAQ Composite
We compared the year-over-year percentage change in M2 (measured each month) to the...
08:09
Ep. 435: Investors Should Ask More of Their Management Teams
One of the great distortions caused by the joint fiscal and monetary policy of 2020 and 2021 is...
12:35
Ep. 434: Why We Have Inflation
"Rewarding Non-Productive Activities with New Money Leads to Price Inflation": The punchline is...
11:13
Ep. 433: Inflating The Debt Away. Higher Prices Are Here To Stay.
More bogus CPI numbers reported yesterday. The CPI itself is a poor price inflation measure given...
07:45
Ep. 432: Don't Believe The Fed's Hype. Inflation Is Not Transitory.
Don't believe the Fed's spin that asset price increases are "Transitory". Price appreciation is...
09:42
Ep. 431: “G” Is Where The Value Is In ESG
I’ve yet to be convinced of the value proposition of incorporating ESG into the investment...
07:55
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