Payne Points of Wealth
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Latest Episodes
The Market Goes Up
We have a very special edition today. We have one of our favorite Wall Street strategists, Ed Yardeni, who has a research firm that we follow very, very closely. We're going to talk about Ed's viewpoi
Entrepreneurial Skill Does Not Equal Investment Skill
The market continues to go higher, despite a banking crisis. Interest rates are starting to come down. Things dont seem as dire as once thought. Well give you our thoughts on what we see right now w
Did the Fed just give banks carte blanche to mismanage your money?
The Fed put is back, Uncle Jay Powells got your back.Every bank in the country, every deposit, is basically backed by the Fed, stabilizing the entire financial system.Is this just a band-aid to put
Is the SVB collapse the beginning of something bigger?
Weve seen some bank failures over the course of the last week and there are questions about systemic risk throughout the entire system. The Fed continues to be hawkish on interest rates.Is this the
Trust, but diversify.
Theres a tug-of-war going on in the economy right now. Inflation is stubborn. Not coming down as quickly as expected. Yet the job market remains hot as people are spending money at unexpectedly high
Last year’s decline was really about wringing out excess speculation.
Were in the midst of earnings season and 70% of companies have beat expectations, and that seems to be the theme this year. Whatever the economists and strategists told you was going to happen is not
Is the Bond Market Playing Chicken With The Fed?
Its episode 111 and the news continues to get better as we move into February. The Federal Reserve sounds like it might actually be open to a pivot sometime this year. Their hawkish policy looks like
Should investors be following the George Costanza strategy?
Its episode 110 and the economic data continue to come in strong. GDP growth for the 4th quarter was better than expected. Were seeing earnings growth relatively strong for the 4th quarter and guida
Don’t fight the Fed? Or, don’t trust the Fed.
Its episode 109, the first podcast of the year and there is a lot going on right now. Europe, emerging markets going through the roof. Interest rates dropping like a rock. Yet the Fed says theyre go
2022 was a stinker, but 2023 might be a winner. Ep #108
Its episode 108, the last episode of the year. And lets face it, everythings interesting. Into the end of the year. Markets are extremely volatile. Theyre not letting up. We have the most volatili