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Engage

Thursday / Apr 18, 2019 /

053 Mickey Levy Berenberg Capital: Economic outlook 4 Europe, China and US

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Engage has Berenberg Capital’s Chief Economist Mickey Levy to discuss problems in the global economic outlook.  Europe, China and United States all reviewed for key areas and connections.  “Europe’s outlook is pretty dismal for the future.”  What can the ECB to grow the economy?  “The honest answer, there’s really nothing they can do.”

Wednesday / Apr 10, 2019 /

EP052 KEN KUTTNER FED POLICY, QE, INTEREST RATES

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This week on Engage, we discuss the biggest, baddest gravitational pull on the markets:  Fed policy.  Williams College Ken Kuttner joins to discuss his paper “Unconventional Monetary Policy.”  Why did the Fed do it, how effective was it and what challenges it presents now.  See www.andrewbusch.com/research/ to get my full research note on the problems…

Monday / Mar 25, 2019 /

EP051 FLASHCAST ANDREW BUSCH: FED, TRADE AND TECH

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This week on Engage, we do an 8 minute flashcast w/Andy covering Federal Reserve rate policy, US domestic policy and technology.  And we use gravity and planets to explain how these 3 market narratives tug and pull on asset values.

Friday / Mar 15, 2019 /

EP050 Vident Economist Jerry Bowyer: markets, politics and investing

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This week on the show, we bring on Vident Financial Chief Economist and editor of Town Hall Jerry Bowyer.  We cover top market narratives driving asset values in the global financial system.  Federal Reserve policy, US trade policy and the 2020 election all covered including how faith plays a role.

Friday / Mar 08, 2019 /

EP049 USDA Deputy Chief Economist Dr. Warren Preston

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This week on Engage with Andy Busch, we review the USDA’s 2019 outlook for the farm economy and incomes.  We cover the impact of China’s demand on US agriculture products, US-China trade negotiations and the USMCA.  Interesting point:  off-farm income equally important as on-farm income to sustain US farmers. 

Friday / Mar 01, 2019 /

EP048 AAF Douglas Holtz-Eakin: China trade, Mueller report and Congressional oversight

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This week on Engage with Andy Busch, we bring on AAF President and former CBO Director Douglas Holtz-Eakin.  We cover the big topics dominating the markets:  China trade negotiations, the looming Mueller Report and Congressional oversight by Democrats.  Therapy dogs necessary!

Friday / Feb 22, 2019 /

047 Piper Jaffray Justin Hoogendorn, Head of Fixed Income and Strategy

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This week on Engage with Andy Busch, we dive into the unusual world of municipal bonds and why they provide high returns.  Federal and state tax benefits can provide a 50% pop to additional income for investors.  GO and revenue bonds broken down and discussed.  Chicago, Puerto Rico and Orange County reviewed. 

Friday / Feb 15, 2019 /

EP046 TRACK RESEARCH ROBERT SAVAGE on US dollar

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This week on Engage with Andy Busch, we go down the foreign exchange rabbit hole with Track Research CEO Robert Savage.  The Federal Reserve, China’s PBOC and the ECB discussed for policy implications and how this influences the global currency markets.  FX markets are always my starting point for analyzing the financial markets!

Friday / Feb 08, 2019 /

EPO45: Tilt-A-Whirls and The Markets: how the Fed is making investors queasy

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In a stunning shift of interest policy, the Federal Reserve signaled they are on hold for raising rates in 2019 and they indicated they made a mistake with quantitative tightening.  This week on Engage, we bring on one of the best economists in the business, Natixis Joe Lavorgna.  Jobs, inflation and growth are all dissected…

Friday / Feb 01, 2019 /

EP044 Blockchain: mutual mistrust=trust

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“Blockchain is a foundational technology whose impacts could reach into every corner of the world.”  This week, Engage covers the hottest fintech story impacting market structure and governance.  Why is mutual mistrust a key element for creating trust with this new technology?  We bring on Wharton Prof. Kevin Werbach to discuss his new book, “The…