Close
Privacy by SafeUnsubscribe
Go to the top
Monday / Mar 25, 2019 /

EP051 FLASHCAST ANDREW BUSCH: FED, TRADE AND TECH

RSWorker / Engage, Uncategorized / 0 Comments

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

RSWorker / Engage, Uncategorized / 0 Comments

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

RSWorker / Engage, Uncategorized / 0 Comments

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

RSWorker / Engage, Uncategorized / 0 Comments

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

RSWorker / Engage, Uncategorized / 0 Comments

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

RSWorker / Engage, Uncategorized / 0 Comments

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

RSWorker / Engage, Uncategorized / 0 Comments

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

RSWorker / Engage, Uncategorized / 0 Comments

“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…

Monday / Jan 28, 2019 /

Mueller and the Markets: Changing from positive to negative narrative

AndyBusch / Blog / 0 Comments

Beginning December 26th, the US and global equity markets rallied sharply through the end of January with the S&P 500 rising over 13%.  The major components of the positive market narrative that drove the sentiment sprung forth from three themes:  Fed policy pausing, China trade negotiations improving, and US government reopening.  I believe this positive…

Friday / Jan 25, 2019 /

EP043 DC OVERVIEW

RSWorker / Engage, Uncategorized / 0 Comments

Engage covers the biggest stories impact the markets and business:  US government shutdown, China trade negotiations and Federal Reserve interest rate policy.  We bring on Horizon Investment’s Chief Global Strategist Greg Valliere to have an objective, non-partisan conversation about these critical issues.