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Podcast

PILOT – Money Talks We Listen

Step behind the headlines as Richard and Brian act like referees in the financial arena—calling offsides, issuing penalties, and keeping the game fair. With no bias toward good or bad, every discussion is grounded in the clearest signal available: the movement of...

macro-economic research report

Why So Sad?

Trying to make investment decisions while operating in a vacuous state is like trying to win at poker with a deck that keeps reshuffling itself mid-hand. A stray comment from a central banker, a vague tweet from a billionaire President, haphazard tariff headlines...

macro-economic research report

Potomac Fever

The forecasting business is premised on the position that “what-was-will-continue-to-be!” Within that framework, economists review historical precedents and assign probabilities to potential outcomes. The idea that predicting macro-economic outcomes is more art...