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Powell and Buffett: In the News
This week’s podcast is a discussion focused on the balance between holding cash and long-term investments. We compare investment strategies for individuals and large-scale entities given the backdrop of potential interest rate cuts by the Federal Reserve.
When. Not If.
Of the $34 trillion of US debt outstanding, around 30 percent is expected to be refinanced at potentially higher rates in 2024. We discuss the implications of a trillion dollar interest payment alongside the Fed’s mandate of stable prices through the setting of interest rate policy.
3 Financial Trends that have Shaped the Year
As we approach the end of 2023, it's a fitting time to reflect on a few financial trends that have shaped the year. Our latest conversation provides insights into three core areas: interest rates, inflation, and stock market performance.
Market Perspective: Walking in a Winter Wonderland
Planning ahead empowers us to face unafraid the [financial] plans that we've made. Also, Santa rallies and cyclical trends. (video)
Rolling Back Prices... And Inflation? One Retailer’s Economic Forecast.
Despite current elevated grocery prices, Walmart's CEO Doug McMillon indicates a possible shift towards deflation. We discuss terms like disinflation, deflation, and inflation as we approach the 2023 holiday shopping season.
When Bonds are Earning 5+ Percent
While we value short-term, high-quality bonds for a portion of the portfolio, it’s important to consider the total percentage owned in one’s portfolio. We discuss how taxes and inflation can affect “real” returns and how historically, a diversified portfolio has compared to bonds.
U.S. Treasury Bonds, Interest & Debt
US Treasury interest rates have been rising in recent weeks. We discuss where the interest on treasury bonds comes from and what higher rates can mean for investors.