Episodes

Monday Apr 20, 2020
The Road to Recovery
Monday Apr 20, 2020
Monday Apr 20, 2020
Every summer when I was growing up, we would spend a week or two on holiday in the West of Ireland. These trips would always start in discomfort, as I was one of a large number of children squished into the back of a small car.

Monday Apr 13, 2020
Why the stock market isn't more worried
Monday Apr 13, 2020
Monday Apr 13, 2020
In this uniquely repetitive era for all of us, Saturday marked a first for my wife, Sari, and I. Armed with a sharp pair of scissors and with a manic gleam in her eye, she attacked the task of cutting my hair.

Monday Mar 30, 2020
The Investment implications of the CARES act
Monday Mar 30, 2020
Monday Mar 30, 2020
Last week, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a huge package of federal spending and tax cuts, primarily aimed at helping the economy weather the recession triggered by our “social distancing” response to the COVID-19 virus.

Monday Mar 23, 2020
Holding an economy in suspended animation
Monday Mar 23, 2020
Monday Mar 23, 2020
The problem with COVID-19 is that it is both sufficiently contagious and sufficiently lethal to exact a terrible human toll. This toll, as can be seen from the mortality figures from China and Italy, can be made substantially worse when the health care system is overwhelmed.

Monday Mar 16, 2020
The Investment Implications of COVID-19 ; an update
Monday Mar 16, 2020
Monday Mar 16, 2020
The spread of COVID-19 continues to have a dramatic impact on lifestyles, economic activity, monetary and fiscal policy, and financial markets.

Monday Mar 02, 2020
The year of the virus
Monday Mar 02, 2020
Monday Mar 02, 2020
2020 has quickly become the year of the virus. It should, of course, first be recognized that, for some families around the world today and, sadly probably many more in the months ahead, issues of economics, politics and finance will be but a small footnote to personal tragedy.

Tuesday Feb 18, 2020
When Markets drift apart
Tuesday Feb 18, 2020
Tuesday Feb 18, 2020
Springing to life nearly a mile above sea level, the Zambezi River gathers strength, speed and tributaries for more than two hundred miles before hurtling over the Chavuma Falls in Western Zambia.

Monday Feb 10, 2020
Adjusting strategy for slower growth
Monday Feb 10, 2020
Monday Feb 10, 2020
Despite a strong January jobs report, real economic growth is continuing to decelerate in the first quarter of 2020 and could fall below 2% year-over-year for the first time since 2016.

Monday Feb 03, 2020
Virus
Monday Feb 03, 2020
Monday Feb 03, 2020
Last week, I decided to avoid shaking anyone’s hand. It’s not that I have a virus. It’s just that my job, which involves lots of plane travel and hand-shaking, make me particularly susceptible to getting one. And I would really rather not be ill.

Tuesday Jan 21, 2020
Getting to 21 without going bust
Tuesday Jan 21, 2020
Tuesday Jan 21, 2020
Among the card games of my misspent youth was a game called Pontoon. The rules of Pontoon are very similar to Blackjack – the object is to get as close to 21 as possible without going over.