Engage with Andy Busch

This week on Engage, we cover the economy backwards and forwards with a review of 2019 and a projection for 2020.  We bring on JPM's Head Economist for Commercial Banking Jim Glassman.  We cover the outlook for the US economy, the Fed and the impact of the US-China trade war.  We'll tell you where to stay focused for 2020 and why more volatility is coming. 

Engage brings on Blockchain Association's Kristin Smith to discuss Facebook's Libra and the future of blockchain regulation. How well does Congress understand blockchain, will Libra get regulatory approval and why Congressional action on tokens may kill them.

Engage brings on CapAlpha's Jim Lucier to talk China trade, USMCA and impeachment impact on both. Will a small USChina trade deal help the economy? When will USMCA get passed? Will Speaker Pelosi will move quickly on impeachment? And what other reports from the US govt. are coming that may defuse impeachment impact.

Engage brings on expert polling analyst Jim Ellis of Ellis Insights to discuss the 2020 US Presidential, Senate and House races.  Will the Democrats have an open convention?  Will Democrats win back the Senate?  Why are the state governor's races are critical for 2022?  Oh and we'll probably talk some about the impeachment outlook and its impact on the races.

This week, we were live from the NIBA Conference in Chicago with CME Group's President Bryan Durkin. We covered a wide range of topics in the global derivatives and futures markets.  DLT, ESG, Bitcoin, Micros and more! 

Engage brings on American Bankers Association CEO Rob Nichols to discuss key issues in banking.  The complexities of financial services for the cannabis industry (SAFE Act), how the most significant change to bank accounting (CECL) will impact the consumer and why access to Fintech resources is problematic for community banks. 

Engage with Andy Busch brings on USMI President Lindsey Johnson.  We talk about the current state of housing, how the mortgage market is structured and how the private sector provides a backstop.  For Fannie and Freddie, we cover what happened to them in 2008, what conservatorship looks like, and what are the potential changes coming for FNMA and Freddie Mac.

Engage with Andy Busch brings on Investment Adviser Association CEO and President Karen Barr.  We talk about why should care about who is managing their money.  How the SEC Fiduciary Standard raises the stakes for the special relationship between those that manage money for those that are providing the funds to invest.  Why clients can't "Like" their advisers on Facebook without getting fined.        

Engage with Andy Busch brings on Financial Services Institute CEO Dale Brown to discuss the current state of the financial advisory industry.  We cover why the industry is growing so fast, what are the major challenges and what to expect in the future.  

Engage brings back Risk Pulse Meteorologist Jon Davis to discuss the persistent weather patterns in the United States.  Global warming/climate change translates into a change in the jet stream.  We discuss the cyclone bomb in Nebraska and Kansas, what to expect from the hurricane season and how the weather future will be more volatile and extreme.

Engage brings on Peterson Institute for International Economics Senior Fellow and Syracuse Prof. Mary Lovely to discuss PIIE event, "China and the World:  Inside the Dynamics of a Changing Relationship."  This is a deep dive into the extent of China's global scale and reach, and the exposure of sectors and countries to the China-World relationship.  

Engage brings on Aviva Investors' Head of US Equities Susan Schmidt.  We talk about rising uncertainty and risk from Federal Reserve interest rate policy, the upcoming 2020 US elections and US-China trade war/truce.  We answer the question:  how can stocks go up during an earnings recession?

Engage brings on CFRA Chief Investment Strategist Sam Stovall. We cover key factors impacting stocks:  interest rates, earnings and the  2020 elections.  We try to answer the big question:  is the rally over or is this like 1995 with much more to come?

This week on Engage, we cover the biggest event of the month:  the Fed meeting.  We bring on JPM's Head Economist for Commercial Banking Jim Glassman.  We cover the outlook for the US economy, the Fed meeting and the impact of the US-China trade war.  We'll tell you where to stay focused for possibility of a recession and why there's not one coming this quarter. 

With surprisingly strong 3.2% US GDP data, Engage brings on McVean Trading and Investment's Chief Economist to provide a big picture look at the US economy, interest rates and commodities.  Check out why Michael thinks we may never see a full one year recession in his lifetime!

Engage has Berenberg Capital's Chief Economist Mickey Levy to discuss problems in the global economic outlook.  Europe, China and United States all reviewed for key areas and connections.  "Europe's outlook is pretty dismal for the future."  What can the ECB to grow the economy?  "The honest answer, there's really nothing they can do."

This week on Engage, we discuss the biggest, baddest gravitational pull on the markets:  Fed policy.  Williams College Ken Kuttner joins to discuss his paper "Unconventional Monetary Policy."  Why did the Fed do it, how effective was it and what challenges it presents now.  See www.andrewbusch.com/research/ to get my full research note on the problems for the next recession.

This week on Engage, we do an 8 minute flashcast w/Andy covering Federal Reserve rate policy, US domestic policy and technology.  And we use gravity and planets to explain how these 3 market narratives tug and pull on asset values.

This week on the show, we bring on Vident Financial Chief Economist and editor of Town Hall Jerry Bowyer.  We cover top market narratives driving asset values in the global financial system.  Federal Reserve policy, US trade policy and the 2020 election all covered including how faith plays a role.

This week on Engage with Andy Busch, we review the USDA's 2019 outlook for the farm economy and incomes.  We cover the impact of China's demand on US agriculture products, US-China trade negotiations and the USMCA.  Interesting point:  off-farm income equally important as on-farm income to sustain US farmers. 

This week on Engage with Andy Busch, we bring on AAF President and former CBO Director Douglas Holtz-Eakin.  We cover the big topics dominating the markets:  China trade negotiations, the looming Mueller Report and Congressional oversight by Democrats.  Therapy dogs necessary!

This week on Engage with Andy Busch, we dive into the unusual world of municipal bonds and why they provide high returns.  Federal and state tax benefits can provide a 50% pop to additional income for investors.  GO and revenue bonds broken down and discussed.  Chicago, Puerto Rico and Orange County reviewed. 

This week on Engage with Andy Busch, we go down the foreign exchange rabbit hole with Track Research CEO Robert Savage.  The Federal Reserve, China's PBOC and the ECB discussed for policy implications and how this influences the global currency markets.  FX markets are always my starting point for analyzing the financial markets!

In a stunning shift of interest policy, the Federal Reserve signaled they are on hold for raising rates in 2019 and they indicated they made a mistake with quantitative tightening.  This week on Engage, we bring on one of the best economists in the business, Natixis Joe Lavorgna.  Jobs, inflation and growth are all dissected with the goal of trying to figure out why the Fed flipped on monetary policy and what it means for business and investing. 

"Blockchain is a foundational technology whose impacts could reach into every corner of the world."  This week, Engage covers the hottest fintech story impacting market structure and governance.  Why is mutual mistrust a key element for creating trust with this new technology?  We bring on Wharton Prof. Kevin Werbach to discuss his new book, "The Blockchain and the New Architecture of Trust."  Going beyond Bitcoin, Ethereum and cryptos, we dive into how blockchain is being developed in Walmart's food supply chain, we talk about permissioned blockchains and we hit on why government plays a critical role. 

Engage covers the biggest stories impact the markets and business:  US government shutdown, China trade negotiations and Federal Reserve interest rate policy.  We bring on Horizon Investment's Chief Global Strategist Greg Valliere to have an objective, non-partisan conversation about these critical issues.

Engage tackles the hardest task facing President Trump and Congress:  reform of the Affordable Care Act.  We cover Trump's EO on ACA, repeal and replace, and where true reform should focus.  4Sight Health CEO Dave Johnson joins.

We all have New Year's resolutions.  I want to eat less, workout more, see more old friends and family.  Other's have different plans, like Tweeting out that GM shouldn't build a plant in Mexico or telling Ohio Republicans who they should elect as the new party chair or telling Congress to work together to fix Obamacare.  Today on Engage, we discuss what Trump wants to get done in his first 100 days with Greg Valliere, chief global strategist at Horizon Investments.

As we start 2017, the US government is experiencing a seismic shift in focus.  After 8 years of a Democrat, the country has returned a Republican to the White House along with a Republican majority in both houses of Congress.  Today, we're going to take a look at what this could mean for the finances of the US, what it means for shifting spending priorities and how this impacts you at the office and at home.  Nonpartisan Concord Coalition's Phil LaRue joins us to discuss.

Regulations are costing Americans $, time & jobs. Why mkts r excited about Trump adm & a new Congress 4 deregulating the US economy.  11.5B hours of paperwork are needed to comply!  It's longer than homo sapiens have been on the planet...

Engage w/Andy Busch has 8 sec to tell you that this week we have CEO @mindsetdigital Debra Jasper on. Find out why.

James Lockhart from WL Ross, co-chair Bipartisan Policy Center's Restoring America's Future https://lnkd.in/bPAJCFM 

This week on Engage, we bring back veteran political observer Greg Valliere from Horizon Investments.  We cover 2016 and Senate elections.  What's the 1 thing each candidate needs to do to win!

Engage with Andy Busch brings on E&Y's Steve Landry to discuss key issues impacting future growth for the energy sector:  price, bankruptcies, and disruptors.

Engage with Andy Busch brings back CapAlpha's energy expert Jim Lucier to discuss Trump/Clinton policies and the future of energy.  Prices, policy and disruptors for the industry! Find him at www.capalphadc.com Check out my research at www.andrewbusch.com  

Engage with Andy Busch brings on British journalist and author Robert Colvile to discuss his new book, "The Great Acceleration:  how the world is getting faster, faster.  We discuss how politics, religion and technology are all being shaped by the world speeding up.  

Engage continues to examine the political economy for clues to future growth by delving into the health care sector. David Johnson, CEO of 4sighthealth and author of the upcoming book, "Market vs. Medicine:  America's epic fight for a better, affordable healthcare." He joins us to discuss current underlying problems of the US healthcare system and where it will change in the future.  

Engage with Andy Busch looks for growth w/Rich States, Poor States author Jonathan Williams @taxeconomist. What US states do it right and wrong!  Top 10 and bottom 10 for both current growth and future growth.  www.alec.org for the report.

Engage hosts world class econ Mark Skousen. GDP, GO and Y US economy may hit a recession in 2016. Plus #freedomfest

Engage brings on Alex Skatell from Ind.Journal Review to discuss the current state of digital media and it's future. Is the millennial media bubble bursting?

Engage tackles sleep this week w/Dr Marc Milstein n we answer the question: why are there 60 million prescriptions for sleep aid issued every year.  Believe it or not, the answer starts in the AM not the PM.  Check out www.drmilsteineducation.com 

On Engage, we examine why Austin TX is growing fast, it's not oil!  Austin Chamber's Drew Scheberle joins us: industry clusters, tech and education are key!

Today on Engage, we cover the markets for where are, where we're going and what's going to take us there with S&P IQ's Sam Stovall.

This week on Engage, we talk about how Trump could not only win the Republican nomination, but the White House!  Joining me is returning friend and guest Greg Valliere , chief strategist from Horizon Investments.  We cover how Trump could win, how Hillary could melt down, and how the markets will react.

This week on Engage with Andy Busch, we tackle a shocking subject:  Congress spending money it doesn't have!  Concord Coalition's Phil LaRue joins us to discuss the $800 billion in cost for the tax extenders bill and what it means for business, investors and you!

Today on Engage with Andy Busch, we talk about the downside impact to emerging markets from the US Federal Reserve hiking interest rates.  Managing Director of Research for Roubini Global Economics Rachel Ziemba joins us for a lively discussion covering EM, China and commodities.

With the Republican candidates excoriating the Trans Pacific Partnership free trade agreement, we at Engage thought it be a great time to bring on an expert to discuss it.  Joining us to discuss is Corey Boles, senior analyst, NA for the Eurasia Group.  We'll cover what's in the TPP, growth projections, and will Republican candidates hurt it chances of getting passed.

Today on Engage with Andy Busch, we bring on a weather expert to discuss how Hurricane Patricia formed, the strength of this year's El Nino, and what type of winter weather were likely to have.  Jon Davis is the meteorology team lead for Riskpulse and explains how weather will impact the energy markets this season.

The next Republican Presidential debate is on October 28th and is the CNBC sponsored event.  With this in mind, Engage will focus today on the major candidates' plans for growth.  We'll dissect the tax plans that the candidates have released and try to understand their impact on the economy and deficits.  The good news:  you can increase jobs, wages, and GDP with one change to the tax code.... And all candidates have a variation of it in their proposals!  Joining me to discuss is Kyle Pomerleau from the Tax Foundation.  Kyle is an economist for the Tax Foundation's Center for Federal Tax Policy.  HIs work focuses on corporate and business taxation, international taxes and income taxation.  

Global stock markets have rebounded with a vengeance and US equity markets are up over 7% in the last 10 days.  Questions arise:  have we put in a bottom, what will Q3 earnings look like, will the rally continue into Q4?  Joining Engage to discuss is S&P Capital IQ's US Equity Strategist Sam Stovall.

With the global economy gasping for breath and US job growth wheezing, we turn to a man whose job is to diagnose the data.  Jim Glassman is JP Morgan's chief economist for commercial banking and we hit all the key topics from jobs to retail sales to the Fed.  Jim drops some serious value bombs on why today's weak retail sales are misleading and why the economy can keep growing for another 2-3 years.