Slow Money Archives - WGSO 990AM

Slow Money Archives - WGSO 990AM


Latest Episodes

SLOW MONEY – MAY 9, 2022
May 09, 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
May 02, 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
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
April 18, 2022

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
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
April 04, 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
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
March 14, 2022

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
March 07, 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
August 04, 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