Shows
The Blunt DollarClaudia Sahm: The Wild Birth of the Sahm Rule (and How It Broke)In this episode of The Blunt Dollar, I sit down with Claudia Sahm, a renowned economist, recession expert, and creator of the famous Sahm Rule, one of the most closely watched early indicators of U.S. recessions. Claudia spent over a decade at the Federal Reserve, later advised the White House, and now serves as Chief Economist at New Century Advisors. We explore her fascinating career path, the story behind the Sahm Rule, and why good economic policy must blend rigorous data with empathy and an eye for dignity.Here’s what we cover:
2025-08-261h 00
Bloomberg SurveillanceBloomberg Surveillance TV: August 18th, 2025- Claudia Sahm, Chief Economist at New Century Advisors- Neil Dutta, Head: US Economic Research at Renaissance Macro- Gennadiy Goldberg, Head: US Rates Strategy at TD Securities- Kelly Grieco, Senior Fellow at the Stimson CenterClaudia Sahm, Chief Economist at New Century Advisors, joins to discuss the outlook for markets and the labor market ahead of Jay Powell's Jackson Hole speech. Neil Dutta, Head: US Economic Research at Renaissance Macro, talks about the chances of a September rate cut as mixed data on inflation and the consumer come in. Gennadiy Goldberg...
2025-08-1829 minBloomberg SurveillanceBloomberg Surveillance TV: July 30th, 2025- Jim Bullard, Business School Dean at Purdue University- Joseph Amato, CIO: Equities at Neuberger Berman- Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on Foreign Relations- Claudia Sahm, Chief Economist at New Century Advisors Jim Bullard, Business School Dean at Purdue University, looks ahead to the Fed decision and whether the Fed will signal that it will cut rates. Joseph Amato, CIO: Equities at Neuberger Berman, talks about how earnings from Big Tech companies can help propel the S&P rally. Heidi Crebo-Rediker, Adjunct Senior Fellow at the Council on...
2025-07-3026 minBloomberg SurveillanceBloomberg Surveillance TV: July 21st, 2025- Chris Harvey, Head: Equity Strategy at Wells Fargo- Angelo Zino, Head: Technology at CFRA- Charles Myers, Chairman and founder at Signum Global Advisors- Claudia Sahm, Chief Economist at New Century Advisors Chris Harvey, Head: Equity Strategy at Wells Fargo, talks about market bullishness and whether his S&P target could change should the president fire Fed Chair Jay Powell. Angelo Zino, Head: Technology at CFRA, joins to discuss Big Tech's AI investment and talent poaching as well as the outlook for the broader tech sector. Charles Myers, Chairman and founder...
2025-07-2122 min
The ExchangeTrump’s Fed Goals, Netflix’s AI Potential, and a KO for Corn Syrup? 7/17/25Dan Clifton of Strategas and economist Claudia Sahm dig into what a Powell-less Fed would mean for markets—and the lessons Sahm says America doesn’t need to relearn. Why Netflix’s AI strategy could give it an even wider lead. Plus, is Coca-Cola about to ditch high-fructose corn syrup?
2025-07-1743 minBloomberg SurveillanceBloomberg Surveillance TV: June 18, 2025- Rafael Grossi, IAEA Director- Jim Bullard, Dean of the Purdue Business School and former St. Louis Fed President- Gargi Chaudhuri, Chief Investment and Portfolio Strategist, Americas at BlackRock- Claudia Sahm, Chief Economist at New Century AdvisorsRafael Grossi, IAEA Director, joins to discuss the outlook for global energy prices amid the escalating conflict between Israel and Iran. Jim Bullard, Dean of the Purdue Business School and former St. Louis Fed President, looks ahead to today's Fed meeting and discusses whether the Fed will soon cut rates. Gargi Chaudhuri, Chief Investment...
2025-06-1831 minBloomberg SurveillanceBloomberg Surveillance TV: June 9, 2025- Andrew Hollenhorst, Chief US Economist at Citi- Elizabeth Economy, Senior Fellow at the Hoover Institution- Francisco Blanch, Head: Global Commodities at Bank of America- Claudia Sahm, Chief Economist at New Century AdvisorsAndrew Hollenhorst, Chief US Economist at Citi, discuses his outlook for the US economy and why his team is changing their rate cut prediction for 2025. Elizabeth Economy, Senior Fellow at the Hoover Institution, discusses the latest developments in US-China trade negotiations. Francisco Blanch, Head: Global Commodities at Bank of America, talks about the outlook for commodities and oil...
2025-06-0929 minBloomberg SurveillanceBloomberg Surveillance TV: May 8, 2025- Nouriel Roubini, Professor Emeritus of Economics at NYU- Esther George, former President of the Federal Reserve Bank of Kansas City- Kelsey Berro, Executive Director: Fixed Income at JPMorgan Investment Management- Claudia Sahm, Chief Economist at New Century AdvisorsNouriel Roubini, Professor Emeritus of Economics at NYU, reacts to yesterday's Fed decision and explains why he believes the US economy could soon thrive. Esther George, former President of the Federal Reserve Bank of Kansas City, on Wednesday's Fed decision and whether there will be rate cuts in 2025. Kelsey Berro, Executive Director...
2025-05-0825 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Claudia Sahm & Adam PosenTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Adam Posen. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2025-05-0205 min
Bloomberg TalksNew Century Advisors Chief Economist Claudia Sahm Talks Jobs DataNew Century Advisors chief economist and former Federal Reserve economist Claudia Sahm discusses the latest jobs data and the likelihood trade tensions and the current state of the economy could lead to a recession. She speaks with hosts Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.
2025-05-0207 minBloomberg TalksClaudia Sahm, New Century Advisors Chief Economist, Talks Jerome Powell, the Fed, InflationClaudia Sahm, New Century Advisors Chief Economist, discusses the fate of Fed Chair Jerome Powell. Sahm spoke with Bloomberg's Sonali Basak and Katioe Greifeld.See omnystudio.com/listener for privacy information.
2025-04-2110 minBloomberg SurveillanceBloomberg Surveillance TV: February 20, 2025- Scott Bessent, US Treasury Secretary- Gennadiy Goldberg, Head of US Rates Strategy at TD Securities- Claudia Sahm, Chief Economist at New Century AdvisorsUS Treasury Secretary Scott Bessent joins us for an extended conversation on issues affecting the Department of Treasury, DOGE's involvement, and President Trump's fiscal proposals. Gennadiy Goldberg of TD Securities discusses the outlook for interest rates following Wednesday's Fed Minutes. Claudia Sahm, Chief Economist with New Century Advisors, reacts to jobless claims and offers her outlook on the US labor market.See omnystudio.com/listener for privacy...
2025-02-2041 min
The Bull of Wall Street#16 - Dr. Claudia Sahm, Chief Economist, New Century Advisors, Founder of Sahm Consulting (recorded 02/19/25)Dr. Sahm of the famous Sahm rule is a highly regarded expert on monetary and fiscal policy advising the Federal Reserve, White House and Congress. Jim’s conversation with Claudia provides insight into the views of one of the most profound minds on Wall Street at a time when everyone is wondering if we are entering into a recession or in middle of an economic expansion.
2025-02-1959 min
Investing ExpertsClaudia Sahm on U.S. economic effects - the details matterClaudia Sahm, expert on monetary and fiscal policy, discusses the Sahm Rule, labor supply and unprecedented economic events (1:35). Was higher inflation inevitable (12:00). Shifting employment trends, bond vigilantes, and the wildcard of 2025 (18:55). Are tariffs inflationary and who ends up paying them? (23:50) Unpacking the Fed (27:00).Subscribe to Sungarden YARP PortfolioShow Notes:Fed's preferred inflation gauge rises as expectedThat Was Fast - U.S. Tariffs On Mexico DelayedFed Chillin'Read our transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to...
2025-02-0434 minBloomberg SurveillanceBloomberg Surveillance TV: January 3, 2025- Claudia Sahm, Chief Economist at New Century Advisors- Ed Yardeni, President at Yardeni Research- Stephanie Roth, Chief Economist at Wolfe Research- Mark Cabana, Head of US Rates Strategy at Bank of America Claudia Sahm with New Century Advisors looks ahead to the December jobs report due out next Friday. We discuss the equity bull run and how long it can last with Ed Yardeni at Yardeni Research. Stephanie Roth, Chief Economist at Wolfe Research, and Mark Cabana, Head of US Rates Strategy at Bank of America, weigh in on how...
2025-01-0328 minBloomberg TalksClaudia Sahm Talks 2025 Economic OutlookClaudia Sahm with New Century Advisors looks ahead to the December jobs report due out next Friday. She speaks with Bloomberg's Jonathan Ferro and Lisa Abramowicz See omnystudio.com/listener for privacy information.
2025-01-0306 minBloomberg TalksClaudia Sahm Talks 2025 Economy, Stagflation RiskNew Century Advisors Chief Economist Claudia Sahm speaks on her economic outlook for 2025 with Bloomberg's Paul Sweeney, Matt Miller, and Sonali BasakSee omnystudio.com/listener for privacy information.
2024-12-3012 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Claudia Sahm & Alan BlinderTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Alan Blinder. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2024-12-0605 minBloomberg SurveillanceBloomberg Surveillance TV: December 2, 2024- Seema Shah, Chief Global Strategist at Principal Asset Management- Ed Mills, Washington Policy Analyst with Raymond James- Claudia Sahm, Chief Economist at New Century Advisors Seema Shah of Principal Asset Management discusses what investors looking ahead to with payrolls and a December Fed meeting with stocks at all-time highs. Ed Mills, Washington Policy Analyst with Raymond James, talks about how leaders from Mexico and Canada are approaching potential US tariffs. Claudia Sahm with New Century Advisors breaks down the Fed's 2025 approach.See omnystudio.com/listener for privacy information.
2024-12-0221 min
The Rhodes Center Podcast with Mark BlythWhy we think what we think, when we think about inflationThis is a new experiment we’re trying at the Rhodes Center Podcast. From time to time, going forward, instead of focusing on one expert and their latest research, Mark will take a deeper dive into one issue (or one question) that’s been bothering him. Future episodes will examine the politics of immigration and the persistence of inequality. But the first episode in this new series will explore a topic especially near and dear to Mark: inflation. Specifically, the stories we tell about what causes inflation, how those stories affect our efforts to curb it, an...
2024-11-2239 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Claudia Sahm & Ellen ZenterWhat would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm & Ellen Zentner. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2024-11-0105 minBloomberg SurveillanceBloomberg Surveillance TV: October 30, 2024What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey.- Katrina Dudley, Franklin Templeton Public Markets Senior Investment Strategist- Dirk Willer, Citi Global Head: Macro Asset Allocation- Claudia Sahm, New Century Advisors Chief EconomistKatrina Dudley of Franklin Templeton says technology stock earnings are really positive. Dirk Willer of Citi says there is concern "a Trump Administration would mean more inflation." Claudia Sahm of New Century Advisors believes, "We are in a trend place that is much better...
2024-10-3020 min
Closing BellClosing Bell Overtime: Claudia Sahm Previews Tomorrow’s Key Jobs Report; Christie’s CEO On Luxury Spending Levels 10/3/24/Stocks slipped in midday trading, but AI was a standout performer after Nvidia CEO Jensen Huang’s comments to Overtime about demand for its Blackwell chips. T. Rowe Price’s Dom Rizzo weighs in on the AI trade and what the next few years could look like. Claudia Sahm gives her take on the economy ahead of tomorrow’s major jobs report. Plus, Christie’s CEO Guillaume Cerutti on the art market and luxury spending levels.
2024-10-0343 min
On InvestingWhat the Fed Rate Cut Means (With Claudia Sahm)With the Federal Reserve cutting rates by 50 basis points at its September meeting, what are the implications for the bond market and the economy? In this episode, Kathy Jones and Liz Ann Sonders analyze the market's reaction to the rate cut, the balance between panic and greed in investment strategies, and the upcoming economic indicators that could influence market movements. Their discussion highlights the importance of understanding labor market trends and consumer sentiment in the context of inflation and economic policy.This week, Kathy sits down with Claudia Sahm, a former economist for the Federal Reserve and...
2024-09-2031 min
Big TakeEverything Is Content Now. Even Your LayoffEleven million people have been let go in the US so far this year. And the job market they’re entering isn’t easy: the latest jobs report showed the economy added just 142,000 jobs in August. But ever since the pandemic, the way we experience — and process — getting laid off has fundamentally changed. It’s no longer just a source of shame. It’s become social media content. Today on the show, host Sarah Holder speaks with a tech worker who’s at the forefront of the hottest new job market trend: posting publicly about your layoff. And Bloomberg...
2024-09-0615 min
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Neil Dutta, Claudia Sahm, & Mark ZandiTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Neil Dutta, Claudia Sahm, & Mark Zandi. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2024-09-0607 min
ExchangesWill Fed policy trigger a US recession?Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Reserve policy be to blame? In the latest episode of Goldman Sachs Exchanges, Allison Nathan discusses these questions with three top economic minds: Claudia Sahm, the creator of the “Sahm rule” and Chief Economist at New Century Advisors, former Federal Reserve Bank of New York President Bill Dudley, and Goldman Sachs Vice Chairman and former Federal Reserve Bank of Dallas President Rob Kaplan. This episode explores the late...
2024-09-0525 minExchangesWill Fed policy trigger a US recession?Many view the recent rise in the unemployment rate as a concerning sign about the economic outlook, fueling recession fears. Could the US economy fall into recession, and will overly tight Federal Reserve policy be to blame? In the latest episode of Goldman Sachs Exchanges, Allison Nathan discusses these questions with three top economic minds: Claudia Sahm, the creator of the “Sahm rule” and Chief Economist at New Century Advisors, former Federal Reserve Bank of New York President Bill Dudley, and Goldman Sachs Vice Chairman and former Federal Reserve Bank of Dallas President Rob Kaplan. This episode explores the late...
2024-09-0425 min
Crypto Njal’s Substack PodcastSeptember 2024: crypto insightAugust 2024 brought notable shifts in the cryptocurrency market, impacting both prices and investor sentiment. Amid significant economic and political developments, Bitcoin and Ethereum continued their upward trends, while broader market volatility created a complex environment for crypto investors. Major events, from policy changes to market indicators, shaped the landscape and set the stage for further uncertainty as the year progresses.Thanks for reading Crypto Njal’s Substack! Subscribe for free to receive new posts and support my work.Crypto capIn August 2024, the total cryptocurrency market cap dropped by $250 billion, representing an...
2024-09-0109 minBloomberg SurveillanceBloomberg Surveillance TV: August 30, 2024-Eric Freedman, US Bank Asset Management Group Chief Investment Officer-Claudia Sahm, New Century Advisors Chief Economist-Dana Telsey, Telsey Advisory Group CEO and Chief Research OfficerEric Freedman of US Bank says there's a risk of a reacceleration and looks ahead to next week's key August payrolls report. Claudia Sahm of New Century Advisors says she expects more softening in the labor market and gives her outlook on the Fed's upcoming rate decision. Dana Telsey of Telsey Advisory Group overviews the latest on the US consumer after a bevy of updated calls on retailers.
2024-08-3022 min
Column Corné van Zeijl | BNROpinie | Correctie gecorrigeerdDeze zomer zagen we een flinke correctie in de aandelenmarkt. 9% eraf in drie weken tijd is een serieuze daling. Bijzonder is dat deze correctie alweer helemaal gecorrigeerd is. Wie in die periode op vakantie is gegaan, zag bij terugkomst dezelfde koersen op de borden staan. Al die drukte voor niets. Een van de verklaringen voor die grote daling is de carrytrade met de yen. Dat klinkt slim en interessant, en de meeste beleggers weten niet hoe dit een dergelijke koersdaling moet verklaren. Maar goed, de Japanse Nikkei-index ging heel hard omlaag en er was iets met de...
2024-08-3003 min
Odd LotsLots More With Claudia Sahm on What the Sahm Rule Is Saying NowThe Federal Reserve appears to be ready to pivot into rate cutting mode. Inflation has come down significantly, and the unemployment rate has been trending upward for most of the year. In fact, in the most recent Non-Farm Payrolls report, the headline unemployment rate of 4.3% triggered the so-called "Sahm Rule," which has been a historically reliable signal that the US is already in a recession. So are we in a recession? Could the rule be wrong this time due the unique features of this economic cycle? How should the Fed weigh the risks that we see in front of...
2024-08-1625 min
Closing BellClosing Bell Overtime: Anduril Co-Founder On Raising A New Round; Claudia Sahm On If Sahm Rule Is Being Overused 8/14/24Anduril co-founder Trae Stephens talks the company’s new factory and its latest funding round. Former Fed economist Claudia Sahm on if her rule, the Sahm rule, is being overused by investors right now. Plus, The Hartford CEO Christopher Swift on the continued rise in insurance costs and our Phil LeBeua gives the latest on the Southwest activist battle with Elliott Management.
2024-08-1443 min
Wall Street Wildlife Investing PodcastE40: Recession Realities - Unpacking Economic Indicators, Techno-Feudalism, Selling Airbnb, AXON vs EOSE betAre we in a recession or not? What is the Sahm Rule Recession Indicator? Why does Claudia Sahm herself not trust its conclusion at the moment?
Are we no longer in a capitalist system? A preview of an upcoming conversation about techno-feudalism and the contradictions of capitalism. Blame Monkey for this one.
Did Luke get lucky selling Airbnb $ABNB before earnings based on local anecdotal evidence from his visit to the Paris Olympics? When and what is anecdotal evidence good for? We consider some examples: $AAPL $NFLX $TSLA.
Luke reaches 12,000 followers on X on the strength of his investing...
2024-08-1355 minBig TakeAre We in a Recession? The Sahm Rule Says Yes. Its Creator Says Not So FastOn today’s Big Take podcast, economist Claudia Sahm explains the Sahm rule: how she came up with the idea, whether or not we’re in a recession, and why she wishes it was called something else.See omnystudio.com/listener for privacy information.
2024-08-0915 min
Millásreggeli • Gazdasági Muppet ShowMillásreggeli podcast: Kenyérlelke Fesztivál, tőzsdenyitás, Sahm-szabály-2024-08-089óra2024. augusztus 8., csütörtök 9-10 óra
NOPQ: Idén Budajenőn kerül megrendezésre a 10. Kenyérlelke Fesztivál! Idén új, autentikus helyszínen (Augusztus 20. - Budajenő, Magtár) megújult, kibővült tematikával és szakmai programmal várják a szervezők a kézműves kenyerek és péktermékek rajongóit. A természetközeli helyszínen szakmai és családi programokon vehetnek részt a jó kenyér és a tiszta élelmiszer iránt elkötelezett látogatók. A kiállítók standjainál az ország legjobb pékségei és számos kiváló kézműves gasztrovállalkoz...
2024-08-0800 min
Supply ShockSahm Rule Triggered, Are We In A Recession? | Claudia SahmIn this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reserve should be reacting. Enjoy!--Follow guest: https://x.com/Claudia_SahmFollow Felix: https://x.com/fejau_incFollow On The Margin: https://twitter.com/OnTheMarginPodOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin--MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in...
2024-08-0746 min
The Compound and FriendsStock Market Freakout, Claudia Sahm on the Sahm Rule, Buffett Sells AppleOn this TCAF Tuesday, Josh Brown is joined by Claudia Sahm, Chief Economist at New Century Advisors and Founder of Sahm Consulting for a deep dive into the Sahm Rule and how it's shaking up the market. Then, at 27:18, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!Thanks to Public and YCharts for sponsoring this episode!Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account.Subscribe to the YCharts Advisor Pulse, and remember, get 20% off...
2024-08-071h 27
看時事學英文S2 E2 全球股市坐雲霄飛車 美國衰退?AI泡沫將炸?這兩天全球股市雲霄飛車，把大家嚇壞了。也有人提出『薩姆定律』，言之鑿鑿的說美國經濟衰退可能不遠，AI泡沫將炸。我看到多數美國英文報導，認為衰退不至於、AI就算回檔，也不至於重演網路泡沫化的慘況。但認為近期還是保守為上。也藉由這個機會選一篇，新聞英文一定會需要知道的財經內容，以後可以直接看原文，多一個投資股市的資訊管道。
Fears of a US recession have gripped global markets, triggering a share market rout that prompted investors across Asia, Europe and North America to all unwind their positions – at the same time.
The volatile conditions erupted after the US Federal Reserve hinted after its 31 July meeting that interest rates would soon be cut, in what was initially seen as a stimulus for shares.
But the gains quickly evaporated as investors reinterpreted the impending rate cuts as a sign the world’s biggest economy was faltering.
Several pieces of economic data, including manufacturing, durable goods and – crucially – jobs and payroll data, raised questions over the health of the US economy, with the well-regarded “Sahm Rule” signaling a recession. This indicator, which is triggered when there is a rapid rise in the unemployment rate, has correctly identi...
2024-08-0619 minBloomberg SurveillanceBloomberg Surveillance TV: August 5, 2024-Claudia Sahm, New Century Advisors Chief Economist & Former Federal Reserve Economist-Sarah Hunt, Alpine Saxon Woods Chief Market Strategist-Andrew Hollenhorst, Citi Chief US Economist-Stephen Stanley, Santander Chief Economist Former Fed Economist Claudia Sahm of New Century Advisors says 'calm is important' amid rising global concerns over a potential US recession and what to expect with the 'Sahm rule' now in effect. Sarah Hunt of Alpine Saxon Woods discusses where traders are flocking as markets sell off, and her thoughts on the Fed's rate-cutting path. Citi's Andrew Hollenhorst and Santander's Stephen Stanley debate...
2024-08-0527 min
The Pomp LetterAre We In A Recession and Should You Be Worried?Today’s letter is brought to you by Domain Money!Wondering where to go for financial advice? Domain Money makes financial planning simple. No hidden fees and no sales pitches - you get a personalized roadmap to your goals, from dream vacations to retirement.Flat-fee advisors create a plan tailored to you, with zero pressure to invest. Don’t be like most people who’ve never had a real conversation about their financial plan. Book a free strategy session today here.While I'm not a Domain Money client and they are paying me, I've seen...
2024-08-0504 min
Thoughtful Money with Adam TaggartEconomic Danger Ahead Now That Key Recession Indicator Has Been Triggered? | Claudia SahmThere's a widely-tracked indicator known as the Sahm Rule, which purports to provide an "early warning notice" when the economy starts entering into recession.
So, what's it telling us right now?
To find out, we have the privilege of speaking to its developer, economist Claudia Sahm. In addition to founding Sahm Consulting, Claudia spent many years working at the Federal Reserve as well as serving on the Council of Economic Advisors to the White House during the Obama administration.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
#economy...
2024-08-041h 49
Bloomberg SurveillanceSingle Best Idea with Tom Keene: Claudia Sahm & Neil DuttaTom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Claudia Sahm and Neil Dutta. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.
2024-08-0206 min
Women on the Verge of a Financial BreakthroughWTF is the "Fed"?Did you listen to Season 3, Episode 1 where Caitlin grilled Sara about whether anybody ever knows if we’re in a recession or not, and Sara said we do because a brilliant economist named Claudia Sahm invented a rule called the Sahm Rule and male economists are always mansplaining the Sahm rule to Sahm?If yes, then oh my god, you’ll never believe who our special guest is this week: Claudia Fucking Sahm! The economist who invented the Sahm rule!!!Claudia Sahm, Chief Economist of New Century Advisors and former Federal Reserve economist, came on Wome...
2024-07-1238 min
Closing BellClosing Bell Overtime: Tesla, Large-Cap Tech Slides; Sahm Rule Creator On Recession Warnings; Top States For Business in 2024 7/11/24A strange market day saw the Russell 2000 gain more than 3% while the S&P 500 fell for only the second time in 45 years. Large-cap tech dragged down the broad index despite more winners than losers underneath the surface. Wells Fargo’s Scott Wren breaks down the market action. Guggenheim analyst Ronald Jewiskow on Tesla’s 8% move lower after a report saying it is delaying its Robotaxi event. Claudia Sahm, who created the Sahm rule, on if a recession is really looming. Jan Van Eck, VanEck Associates CEO, on the big moves in small-caps and crypto. Plus, Scott Cohn on CNBC Top...
2024-07-1142 min
TopTradersUnplugged.comGM64: Why the Economy is Vulnerable to Recession ft. Claudia SahmAlan Dunne is joined by Claudia Sahm, Chief Economist at New Century Advisors and creator of the Sahm Rule, to discuss the current macroeconomic outlook. They explore the state of the US labour market and what the Sahm Rule reveals about the economy's current condition. They discuss the conflicting signals in today’s macroeconomic data and hear why Claudia believes the economy is more vulnerable to recession now than in recent years. They also discuss the decline in inflation over the past year, evaluating whether it was influenced by monetary policy and its implications for future policy decisions. Finally, they ex...
2024-07-0457 min
Top Traders UnpluggedGM64: Why the Economy is Vulnerable to Recession ft. Claudia SahmAlan Dunne is joined by Claudia Sahm, Chief Economist at New Century Advisors and creator of the Sahm Rule, to discuss the current macroeconomic outlook. They explore the state of the US labour market and what the Sahm Rule reveals about the economy's current condition. They discuss the conflicting signals in today’s macroeconomic data and hear why Claudia believes the economy is more vulnerable to recession now than in recent years. They also discuss the decline in inflation over the past year, evaluating whether it was influenced by monetary policy and its implications for future policy decisions. Finally, th...
2024-07-0357 min
The FarrCast : Wealth StrategiesThere Is No Certainty in This Game
Our special guest this week is Dr. Claudia Sahm. Her research is flashing warning lights for a possible recession -- but things are going okay for the moment. Michael Farr and Dr. Sahm take a deep dive into the economy and explore the conundrum. Plus, it's debate time, and Dan Mahaffee gives us the lay of the land as we reach the end of the beginning of the political season.
The FarrCast -- Wall Street, Washington, and The World!
2024-06-2755 min
One Rental At A TimeHousing Market Update - Write Aggressive OffersIn this episode, we dive into the current state of the housing market, emphasizing the importance of writing aggressive offers and understanding market dynamics like days on market and price reductions. We discuss notable examples, such as Derek Jeter's significant price cut on his luxury home, to illustrate the opportunities available in the market. Additionally, I share insights on global economic trends, millionaire migration patterns, and offer personal reflections on what would make the next three years successful both personally and professionally.
[00:00:00] - Importance of Aggressive Offers in the Housing Market
Emphasizing the need to write...
2024-06-2419 min