HeyJaredThe FarrBlast
Join Michael Farr every week as he reviews market trends and political currents that create our investing landscape. Also, watch for the launch of FarrFocus -- deeper conversations with people who shape our world.
- Indexed episodes, last 90 days
- 10
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
September Is the Cruellest Month (opens the original)
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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
Global Economic Fabric (Corrected) (opens the original)
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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.
Strategic Dissonance (opens the original)
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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.
I Touched the Stove Once. It Was Hot. (opens the original)
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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!
You Gotta Have a Chair When the Music Stops (opens the original)
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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.
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