Archives: Podcast

Episode 12: The Fed Pivot: A Band-Aid on a Bullet Hole?

With ongoing uncertainty and volatility in the global economy and markets, the Federal Reserve looks to guide the US economy into the Promise Land of a “soft-landing”. The Fed believes that by increasing short-term interest rates, they will be able to lower inflation without compromising growth. On this episode of Breaking Bad Advice, Isaac and Joel question the Fed’s outlook, and point to data suggesting our destination may entail a bumpier experience. Will Jay Powell and the Federal Reserve be able to slap a band-aid on our economic wounds, or will only major surgery fix what ails this economy? Tune in to find out why the answer is the latter, and why that may not be such bad news after all!

Episode 11: The Operating Dead: How Corporate America Became a Hoard of Zombies

Zombie hoards exist everywhere in the corporate world, consuming capital and destroying the bedrock foundation of a healthy economy. Unlike the movies, however, these zombies don’t have matted hair with a facial expression like a feline on catnip. They often look quite healthy…on the outside. But that just makes them even more dangerous. In this episode of Breaking Bad Advice, Isaac and Joel dive into zombie corporations; what they are, how they got here, and what catalyst may finally decapitate these blood (money) thirsty companies.

Episode 10: Too Much Stuff. Rising inventories spell the end of high inflation.

As uncertainty within the global economy continues to grow, so do the inventories of major manufacturers and suppliers. On this episode of Breaking Bad Advice, Isaac and Joel discuss what they’re seeing from supplier data, in a rising interest rate environment and what it could mean for consumer prices and company earnings over the next 6 to 12 months.

Episode 8: The Circle of Life…and Death: The Business Cycle

For centuries, economies across the globe have had booms and they’ve had busts. As we all know, the booms are a good time and the busts, well, not so good of a time. But is this normal? Should economies have a business cycle? In this episode of Breaking Bad Advice, Isaac and Joel take a dive into the business cycle as we know it today and discuss the implications of an overly aggressive Federal Reserve, as well as a look at where we are in today’s “business cycle”.

Episode 7: Bearing Down a Bear Market

With the economy seemingly flying into very choppy conditions, the Federal Reserve is doing everything they can to fight off inflation. However, will the rising of interest rates to combat the inflation, send the economy and markets into a tailspin? Is a recession imminent? On this episode of Breaking Bad Advice, Isaac and Joel take a deeper dive into what has got us to this point, as well as what likely lies ahead.

Episode 6: The Bond Market: Shaken, Not Stirred

As prices of everyday goods seemingly only continue to increase at a rapid pace, most are calling for this inflation to be long lasting.  However, a look into one of the most accurate predictors, the treasury market, we can see that there may be a different story unfolding on inflation.  While the bond market seems to be shaken, it is certainly not stirred by long-term investors.

Episode 4: Inflation: Taxation Without Legislation

This year Christmas has not only brought with it a heavy dose of hot chocolate, carols, and cookies. It has included a lot of higher prices. Recently, the Bureau of Labor Statistics (BLS) informed us that prices rose by an average of almost 7% from November 2020 to November 2021 – the sharpest rise in prices in nearly 40 years! What does this BLS statistic mean? What factors are causing these price increases? Will prices continue to rise? Is all the money printing in Washington creating inflation? What is inflation, anyway?

Episode 3: DEBT: The Good, The Bad, and The Really Ugly Part 2

Debt doesn’t have to be a bad word. It can be used productively. But like any tool, it’s misuse can lead to more harm than good. In part 1, we discussed corporate debt along with debts that many households deal with today. In part 2, we will discuss the really ugly use of debt at the federal level and what it could mean for the future.