Anthony Esposito and E.J. Antoni discuss the economy, policy, and the markets. They aim to demystify economic topics and bridge the gap between what the headlines say and what people are experiencing in their daily lives. They explore the impact of interest rates, inflation, and fiscal policy on the economy and investments. They also discuss the current state of the market, the potential risks, and the importance of managing risk. Overall, they provide insights into the disconnect between the market and the real economy.
Veteran investors and economists, David Rosenberg and David Levy, dissect the Fed's impact on equity markets and reveal strategies to mitigate investment risks in uncertain economic times.
8 Nov 2024
Economic Policies Under Trump: What to Expect
Economic Policies Under Trump: What to Expect
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30 Oct 2024
Election Markets: Betting on Trump
Election Markets: Betting on Trump
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22 Oct 2024
The Impact of Fed Policy on Consumer Finances
In this episode, Anthony Esposito and E.J. Antoni discuss the current economic landscape, focusing on inflation expectations, consumer debt, interest rates, and market positioning. They analyze the disconnect between Fed policies and consumer realities, highlighting the rising debt levels and the impact of political dynamics on market behavior. The conversation delves into the implications of the upcoming election on market sentiment and potential volatility.
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11 Oct 2024
Economic Growth Fact or Fiction?
Economic Growth Fact or Fiction?
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7 Oct 2024
Job Growth Quality vs. Quantity
Job Growth Quality vs. Quantity
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26 Sept 2024
The Fed's Dilemma
Everything is fine, just fine...until you follow the model, listen to liars and analyze the chart.
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20 Sept 2024
50bps....So Now What?
Anthony and EJ discuss the manufactured and manipulated reality of the market, led by mediocre and politicized talking heads; such as Yellen and Powell.
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12 Sept 2024
Sept. 11th, Global Demand and Everything She Said Was BS
The conversation covers various topics including the 9/11 anniversary, CPI numbers, oil prices, Fed rate cuts, and the presidential debate. The hosts discuss the impact of 9/11 on American history and the importance of remembering the event.
They also analyze the CPI numbers and the real cost of living, highlighting the undercounting of housing inflation. The conversation then shifts to oil prices and the factors affecting demand. They discuss the Fed's decision to cut capital requirements for banks and its potential implications. Finally, they share their thoughts on the presidential debate and its impact on the upcoming election.
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6 Sept 2024
Analyzing the Non-Farm Payrolls Report and the State of the Labor Market
In this episode of Policy and Profits, Anthony Esposito and E.J. Antoni discuss the non-farm payrolls report, the state of the labor market, and the potential impact of rate cuts. They also delve into the potential for stagflation, the consequences of Harris' tax policies, and the overall direction of the economy.
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28 Aug 2024
Market Trends and the Need for Caution
Market Trends and the Need for Caution
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23 Aug 2024
The Importance of Accurate Job Statistics and The Dangers of Price Controls
The Importance of Accurate Job Statistics and The Dangers of Price Controls
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14 Aug 2024
Market Analysis and the VIX
In this episode of Policy and Profits, Anthony and EJ discuss the recent economic data and revisions.
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14 Aug 2024
The Burden of Proposed Tax Policies on Investors
The Burden of Proposed Tax Policies on Investors
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30 Jul 2024
The Impact of Treasury's Overreliance on Short-Term Debt
The Treasury's overreliance on short-term debt is distorting interest rates and market rates.
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23 Jul 2024
If Only People Did Their Jobs
Sterilizing Money and Inflation: Impact and Implications
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16 Jul 2024
The Market is Made Up of People
The headlines and business news often present a rosy picture of the economy, but it may not reflect the reality that people are experiencing in their daily lives.
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