Tea and Crumpets Podcast
1) The Gilded Age
In this episode, Will and Adam examine former Secretary of Labor Robert Reich’s comments comparing today to the Gilded Age. We acknowledge there are several similarities, including increasing wealth d...Show More
2) Demise of the Switchboard Operator
In this episode, we provide a recap on earnings so far in Q2, which, so far, have been good enough for the market to remain near all-time highs. We also delve a little deeper into some of the megacap ...Show More
3) Dear Jerome
In the first half, we look at the OBBBA, and what its passage may mean for investors, as well as for the government’s balance sheet. Debt from baseline projection of 154% of GDP to upwards of 200% of ...Show More
4) Black Eye
In the first half, we examine the (rumored) literal fisticuffs in D.C., and the implications of the proposed “Big, Beautiful Bill” on taxes, spending, the deficit, interest rates, and the dollar. We d...Show More
5) The Swamp Always Wins
In this episode, we have a no-holds-barred conversation featuring Kalee Kreider, a seasoned political strategist and expert in climate policy. Together, we dig into the uncomfortable truths about mark...Show More
6) Face Off
In the first half, we discuss the showdown between the U.S. and China on tariffs. While the headlines have been stolen by who is calling whom first, we look into the effect the tariffs are already hav...Show More
7) Winging It
In the first half, we discuss Liberation Day, the violent reaction of, initially, the stock market and, subsequently, the bond market. In terms of the bond market, we look at the frantic trading from ...Show More
8) Liberation Day
In the first half, we discuss the imminent arrival of “Liberation Day”, and why uncertainty over tariffs is causing consternation to consumer, business, and investor confidence. We look at the most re...Show More
9) Canadian, Judge, and Jury
In the first half, Will and Adam discuss the rapid deterioration in consumer sentiment and how it is cutting across both economic and political divides, albeit to differing degrees. Some sentiment ind...Show More
10) The Rest is Geography
With headlines versus earnings moving markets, we look at the perceptions and realities influencing investors (and speculators). In the first half, we discuss the sharp decline in consumer confidence ...Show More