Slow Money Archives - WGSO 990AM
Latest Episodes
SLOW MONEY – MAY 9, 2022
The ARC Asset Management team discusses the increase in volatility, whether or not the Fed (FOMC) Press conference was really as “dovish” as some thought, the recent jobs reports and their impact on i
SLOW MONEY – MAY 2, 2022
The Fed, the Priced-in 50 Bps Hike, Inflation Expectations, and an Earnings Season Update The ARC Asset Management team discusses the upcoming Fed (FOMC) meeting, the rate hike (50 bps priced in), lon
SLOW MONEY SHOW – APRIL 25, 2022
The ARC Asset Management team discusses the significant increase in investor expectations for Fed rate hikes, inflation cross currents, and provides their view of initial earnings reports, as well the
SLOW MONEY SHOW
Inflation and the Margin Conundrum With the S&P 500 at close to peak operating margins, the ARC Asset Management team unpacks the probability of margin headwinds as companies continue to face higher i
SLOW MONEY – APRIL 11, 2022
Are equities the preferred asset class given the current inflationary environment? Join ARC’s asset management team as they continue last week’s discussion about how inflation, interest rates, and cre
SLOW MONEY- APRIL 4, 2022
Are equities the preferred asset class given the current inflationary environment? Join ARC’s asset management team as they discuss how inflation, interest rates, and credit spreads impact fixed incom
SLOW MONEY- MARCH 28, 2022
Join ARC’s Asset management team as they discuss the latest news from Ukraine. They dive into commodity markets, OPEC, and the EU’s evolving energy situation. In addition, the team reviews key economi
SLOW MONEY
The war in Ukraine is first and foremost a humanitarian crisis that we wish we would end. It is also substantially affecting financial markets. Join ARC’s Asset management team as they discuss the lat
SLOW MONEY – MARCH 7, 2022
Jean Paul Lagarde and Michael Thomas discuss the evolving Russia / Ukraine situation, intensifying sanctions and their effect on commodity prices, inflation, and inflation expectations. They dive into
SLOW MONEY – AUGUST 4, 2021
The Asset Management Team discusses the latest COVID data as it pertains to the markets and the economy. The team will also do a check in on the corporate earnings season and what management teams are