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The FarrBlast is back this week as Michael Farr welcomes Kenny Polcari and Dan Mahaffee for a trip around Wall Street, Washington, and The World.

Michael Farr shares the one number he's watching, and why. Jim Iuorio joins and he shares why he's taking some profits. Jim is staying constructive, but not exactly bullish. Dan Mahaffee joins with insight into how next month's midterm results will set the tenor of the 2028 Presidential race. Experts and insiders brought to you every week to help better understand our world -- it's The FarrBlast.

The calendar rolls over to the fourth quarter and Michael Farr welcomes Jim Lebenthal, who remains optimistic in spite of a rough September and cracks appearing in the bond market. And it's not Pollyanna-ish: Jim has his reasons and explains his pillars of long term investing. Mahaffee is still in Europe, but we have a special treat as Daryl Owen joins for a look at DC, and his expertise, the energy markets. Daryl tells us the shock absorbers are gone and we might be facing an ugly winter in oil. Experts and Insiders giving you their insights -- it's The FarrBlast!

It's an abbreviated edition this week, as Mahaffee and Polcari are on the road, but Michael Farr is with you with insights into the markets and Washington. Robert Farr joins with talk of FOMO and what he's hearing from clients. The bond market has spoken, and the equity market is catching up. We are seeing a bifurcation in the market that is more than just September jitters. The Administration is considering a ban on fuel exports and while there may be short term gains from that, there are heavy costs to be paid.

The Federal Reserve pulls the trigger on the rate hike, and Michael Farr and Kenny Polcari discuss what it means, and doesn't mean for the markets. Dan Mahaffee joins for the geo politics of inflation, and how in the interrelated world, nothing can be compartmentalized. Plus, Dan puts on his tin-foil hat for a moment to talk about coincidences that he is worried aren't coincidental.

Michael Farr opens with a look at the real estate market and the trajectory of the bifurcation in household wealth. Dan Mahaffee joins for a dive into the minds of DC politicians as we slouch towards the midterms.

The markets have been trading sideways all summer, but that doesn't mean there aren't opportunities. Jim Iuorio joins Michael Farr for his take on the AI trade and where Jim is looking for value today. Dan Mahaffee says gas prices are going to stay high, and the Canadians aren't going to fold. It's The FarrBlast -- experts and insiders to give you an edge!

For investors, the music from AI is continuing loud and strong as NVidia posts blowout earnings. Michael Farr welcomes Kenny Polcari for a look at the numbers and the broader implications of the AI theme to the economy. Dan Mahaffee joins for a look at the Senate races shaping up and a quick look around the world.

The bond market is beginning to move and the stock market is taking notice. Michael Farr begins this week with Kenny Polcari who says the AI theme is as robust and compelling as ever -- but the calculus is changing. Michael and Kenny discuss the difference and separate between a great idea and a great investment. Dan Mahaffee joins for a look at the primaries and reminds us, in case we forgot, North Korea is the bad one.

On this week's FarrBlast Michael Farr talks markets with Jim Iuorio, and presents a case that the Fed raising short term rates may actually ease pressure on the bond market, and *lower* rates on the long end. Jim shares a litany of concerns, and explains why he's still bullish. Dan Mahaffee joins for a look at the Camp David dust up and how the geo politics of the world are shifting. Start next week armed with knowledge -- listen to The FarrBlast!

The markets (or at least the computers) had a little tantrum listening the Chair Walsh on Wednesday. And the Iran War continues off again/ on again. Michael Farr sorts out the signal from the noise this week with Dan Mahaffee and Kenny Polcari.

The FarrBlast returns from our short summer break (and Michael's jaunt to Ireland) and we welcome guests Dan Mahaffee and Jim Lebenthal. Dan helps us parse how early jockeying for 2028 is already impacting US policy and politics. Jim and Michael talk about AI and the risks involved in investing, with advice to stay focused on YOUR long term goals. We're glad you're back with us on The FarrBlast!

Michael Farr and the FarrBlast are back with a look at Wall Street, Washington, and The World as the US ticks past its 250th birthday.

The Warsh era has begun at the Federal Reserve and the markets didn't like what they heard on Wednesday, but Michael Farr says courage is needed from new Chair -- and indications are Warsh has the courage to withstand the pressure. Jim Lebenthal gives his view on the markets, and Dan Mahaffee says deal making is done in DC and election season is upon us.

This week Jim Iuorio shares some of the levels he's looking for in the markets to drive his decisions, and Dan Mahaffee gives insight into how the domestic political lanscape is being driven by foreign developments. Join Michael Farr for a look at Wall Street, Washington, and The World.