HeyJaredThe FarrCast : Wealth Strategies
Welcome to the FarrCast, hosted by Michael Farr, Chief Market Strategist of Hightower Advisors and President and CEO of Washington DC wealth management firm, Farr, Miller & Washington.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 8, 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
FarrBlast: Tugging on a String (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.
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.
Pay Up for Remaining August (opens the original)
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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.
Everything Goes Fine Until It Doesn't (opens the original)
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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!
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