Tea and Crumpets Podcast
1) Red October?
In this episode, we talk a pay homage to Will’s mentor by focusing on value and discipline, two things very much out of favor in the market at present. It is easy to see why as in the wake of five con...Show More
2) Hot Pot Paranoia
In this episode, we talk a lot about the job market, which is anything but hot, and its implications for the Fed, which is under pressure. All of the below tend to support President Trump’s criticism ...Show More
3) 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
4) 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
5) 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
6) 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
7) 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
8) 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
9) 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
10) 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