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Mike Armstrong and Paul Lane discuss the upcoming Fed rate decision that is likely to remain the same. Consumer confidence for May was much stronger than expected on optimism for trade deals. The silver tsunami is keeping the economy afloat. What to do if you feel like you have too much money in one stock. How will the student-loan crisis show up in the economy? Are you ready to have your doctor consult with AI?
Mike Armstrong and Paul Lane discuss the decision by President Trump to delay the deadline for tariffs on the EU. Why is negotiating with the EU so difficult? How a growing US deficit could impact American households. Earnings season is coming to a close after surprisingly good results. Tesla is getting its butt kicked in Europe.
Mike Armstrong and Marc Fandetti discuss the markets reaction to the latest threat of tariffs from Trump. Dan Griggs, OceanFirst Bank Regional President, shares his insight into how the summer travel season is setting up for New England. Gas and electric bills in Massachusetts just keep going up. The Supreme Court lets Trump fire agency officials, but moves to protec the Fed. The penny is almost no longer. Paul LaMonica, Barron's, joins the show to chat about IBM's resurgence as an AI trade.
Mike Armstrong and Marc Fandetti discuss Trump threatening Apple with tariffs if the company fails to bring production back to the US. Is the stock market ready to ignore Trump's policy swings? Are investors shying sway from the bond market because of Trump? Tesla has a big CyberTruck problem on its hands. How does the GOP tax bill impact your deductions? Is sports betting getting out of control in the US?
Chuck Zodda and Mike Armstrong give their thoughts on news of OpenAI's Sam Altman linking up with former Apple diesigner Jony Ive to develop a new, secretive AI product that reportedly doesn't have a screen. So what could it actually be? Speaking of Apple, where do they currently stand in pursuit of strengthening their AI? Also, how do you know if a Roth conversion is right for you? Plus, more on the desperate need for more housing in this country and how to accomplish it.
Chuck Zodda and Mike Armstrong dissect yesterday's market sell-off, driven by climbing treasury yields over concerns of the deficit. Why are bond investors worried about the outcome of the tax bill? Plus, news from more retailers including Nike's return to Amazon, and if they will hike prices due to tariffs. Plus, more on the oil market and how different New England is from an energy perspective compared to other parts of the country.
Mike Armstrong and Marc Fandetti discuss America's fiscal situation threatening the good mood on Wall Street. Will Trump's tariff climbdown save the US from recession? Home Depot plans to keep prices steady despite tariffs. Trump's 'big, beautiful' tax bill heightens concerns over US debt. Trump wants to fulfill his 'no tax on tips' promise.
Mike Armstrong and Marc Fandetti discuss the next great job churn is already underway. Fed officials signal rates likely to stay on hold until at least September. A feared tsunami of cargo from China looks more like a swell. Used-car buyers are being charged an average of $640 in surprise fees. Elon Musk announces a step back from politics.
Chuck Zodda and Mike Armstrong discuss treasuries and the dollar falling on the news that Moody's downgrades US debt. Bessent calls Moody's as a 'lagging indicator' of US fiscal health. The GOP tax plan doesn't address cutting the deficit. Trump attacks Walmart for tariff-related price increases. Why are we as a country trying to spend our way out of debt?
Chuck Zodda and Mike Armstrong discuss Americans travel plans are more lowkey than in years past, as Europe gets passed over in favor of road trips. Are big oil companies prepared for a prolonged market downturn? Why are so many retirees filing for Social Security earlier? GM is pushing hard to tank California's EV mandate. Some student loan borrowers see credit scores plummet by over 100 points.
Chuck Zodda and Mike Armstrong discuss the housing market has been strange and ugly to start the year. Consumer sentiment falls in May as Americans' inflation expectations jump after tariffs. Walmart's price hikes op the door for every other company. Nvidia has gone on a wild ride this year. Is the storm over? Meta is delaying the release of its flagship AI model. Can we just go back to it being HBO again?
Chuck Zodda and Mike Armstrong discuss Walmart's earnings coming in better than expected but warn customers that price increases are coming. How much pricing power do US companies actually have? Walmart is preparing to welcome its next customer: AI shopping agents. UnitedHealth Group is under criminal investigation for possible Medicare fraud. Why are so many couples having pets instead of children?
Chuck Zodda and Mike Armstrong discuss Jerome Powell cautioning about higher long-term rates as 'supply shocks' provide policy challenges. Is it too late to save the US economy? Does it need saving? Netflix says Ad tier has more than 94M users. Trump says India offered to remove all tariffs on US goods. Ted Rossman, Bankrate, joins the show to chat about the household debt and credit report.
Mike Armstrong and Paul Lane discuss the annual inflation rate hitting 2.3% in April, the lowest level since 2021. Tariff receipts topped $16B in April, a record that helped cut the budget deficit. GOP tax plan boosts SALT deduction, ends green energy breaks. Microsoft announces a 3% headcount cut. Robotaxi company Waymo is scouting Boston.
Mike Armstrong and Paul Lane discuss President Trump's plan to cut drug prices and what could be in the way of his goal. Foreign tourists staying away from the US could cost the country $12.5B this year alone. Some indexes are back in positive territory for the year. Doctors warn accountants of private-equity drain on quality. Fox and ESPN set to launch new streaming services.
Chuck Zodda and Mike Armstrong discuss how the thinking behind fixing inflation needs new ideas. Summer of travel for Americans? Not so much. The spring home sales season is shaping up to be a dud. The rest of the year isn't looking good for retail-property market. Elizabeth Holmes's partner has a new blood-testing start-up.
Chuck Zodda and Mike Armstrong discuss the surprise US-China trade deal giving the global economy a reprieve. US retailers are facing post-tariff spending disorder. How will US-China deal impact deals with other countries. How to think about the stock market when earnings guidance becomes meaningless. Apple considers raising iPhone prices, without blaming tariffs.
Chuck Zodda and Mike Armstrong discuss...Trump Team Seeks Tariff Cuts, Rare Earths Relief in China TalksWith U.K. Deal, U.S. Signals That 10% Tariff on World Is New BaselineKey S&P 500 Model Turns Bearish for First Time in Two YearsWhy This Stock-Market Bounce Won't HoldTrump Brings Millionaire Tax Idea Back to LifeIn 233 U.S. Cities, Even a Starter Home Costs $1 Million
Chuck Zodda and Mike Armstrong discuss...A change to real estate commissions was supposed to transform the housing market. That hasn't happened.Boy Accidentally Orders 70,000 Lollipops on Amazon. Panic Ensues.Expedia Shares Fall After Weak Demand Trends Hurt Results.Air-Traffic Control Overhaul Needs Billions in Upfront Investment, Transportation Secretary Says.Paul LaMonica, Barron's, chats about Deckers Outdoor.
Chuck Zodda and Mike Armstrong discuss the US and UK reaching a trade deal and what we need to know about the deal. Are more trade deals coming with Europe? The fentanyl crisis provided an opening for the US and China to get back to the table. Why the Fed isn't ready to join other central banks in cutting rates.
Chuck Zodda and Mike Armstrong discuss recession warnings being everywhere except in the data. Trump is set to rescind global chip curbs and prep new AI restrictions. Is Apple finally breaking up with Google, for AI? Calling BS on Molson Coors for claiming sales are down because of tariff fears.
Mike Armstrong and Marc Fandetti discuss how big tech has largely skirted trade war impacts. The Fed's upcoming meeting should give us much needed insight. Canada's Carney seeks new deal from talks with Trump. Chinese exporters undervalue cargo to skirt Trump tariffs. Goldman says bear market rallies are the norm.
Mike Armstrong and Marc Fandetti discuss the Fed willing to risk being too-late on interest rate cuts. US shale output has peaked as prices fall. Buy American? No thanks, Europe says, as tariff backlash grows. Why is free trade beneficial to all involved?
Chuck Zodda and Mike Armstrong discuss stocks ending April slightly down after historic swings. Price inceases are here. Are you ready? The number or Americans filing for jobless claims jumps. Microsoft flexes muscle in cloud, office, and windows as earnings jump. Facebook parent, Meta, posts $42B in sales and points to strong growth.
Chuck Zodda and Mike Armstrong discuss volatility on markets producing results we have never seen before. Forget GDP, it's the jobs report that matters. Gen Z's hole in the labor market could soon grow. McDonald's reports largest US same-store decline since 2020. Visa wants to give AI 'agents' your credit card.
Chuck Zodda and Mike Armstrong discuss this week's economic releases and which company's earnings report is the most important. Trump China tariffs set to unleash supply jolt on US economy. America Inc. slashes spending as tariff uncertainty swirls. Inflation fear is making some people spend more and others less. Massachusetts needs more affordable housing, lots of it.
Chuck Zodda and Mike Armstrong discuss the magnificent seven getting off to the worst start to the year since 2022 and what that means for markets. Americans are claiming Social Security early, fearful of its future. Will the Trump administration ease conditions enough for another baby boom? With the US resuming student loans, is college still worth it?
Chuck Zodda and Mike Armstrong discuss China possibly exempting some US goods from tariffs as costs rise. Trump claims trade negotiations are ongoing, China refutes that claim. Who is lying? Are we about to be hit with a big problem due to tariffs? Corporate giants shred outlooks over tariff uncertainty. Home sales in March fell 5.9%, biggest drop since 2022.
Chuck Zodda and Mike Armstrong discuss Google's earnings power holds up in global turbulence. Apple aims to build most iPhones for US in India by end-2026. What the tomato teaches us about free trade. How Chili's won when America raged about fast-foot prices. Paul LaMonica joins the show to chat about Coca-Cola's continued dominance. Gen Z workers are increasingly opting out of college in favor of the trades.
Ian Blurton and Rob Taylor discuss the return of Change of Heart and In the Wreckage, their first album since 1997, Rob's 1992 departure and its impact on Ian who carried on, the savvy lawyer who oversaw Change of Heart's major label deal and helped them retain their masters, whether we might see reissues of Tummysuckle and Steelteeth, why they made a new album, Toronto themes and socio-political tones within their respective and collaborative songwriting, remembering Mike Armstrong and Al Miller, why Change of Heart are only playing two shows, other future plans, and much more.EVERY OTHER COMPLETE KREATIVE KONTROL EPISODE IS ONLY ACCESSIBLE TO MONTHLY $6 USD PATREON SUPPORTERS. This one is fine, but please subscribe now on Patreon so you never miss full episodes. Thanks!Thanks to the Bookshelf, Planet Bean Coffee, and Grandad's Donuts. Support Y.E.S.S., Pride Centre of Edmonton, and Letters Charity. Follow vish online. Support vish on Patreon!Related episodes/links:Kreative Updates: The Week of April 21, 2025Ep. #880: Guided By VoicesEp. #707: Ian Blurton's Future NowEp. #487: Ian BlurtonEp. #334: Change of HeartSupport this show http://supporter.acast.com/kreative-kontrol. Hosted on Acast. See acast.com/privacy for more information.
Mike Armstrong and Paul Lane discuss Trump softening his economic and trade stances in the midst of market turmoil. Why are so many companies pulling their guidance? CEOs are pushing back against Trump's tariff policies. China says the US should revoke unilateral tariffs and denies trade talks are ongoing. Chipotle is seeing a 'slowdown' in consumer spending as 2025 gets off to a rough start. Does the dollar have further to fall?
Mike Armstrong and Paul Lane discuss Google setting the stage for megacap earnings as headwinds swirl. US labor market holds steady despite darkening coulds from tariffs. Google is forcing remote workers to return to the office with a hybrid schedule. Huge stock swings are the new normal for frazzled investors. Trump rejects the millionaires tax hike. Fertility rates continue to plunge in the US.
Chuck Zodda and Mike Armstrong discuss a recent survey that showed economists are expecting slower growth and see a recession as more likely. They were pessimistic a year ago, too, and were wrong. How can retirees protect their portfolio during the current uncertainty? Corey Adams from Robert Half joins the show to chat about companies adopting AI and how managers can get the best results from their teams. Congress is prioritizing tax breaks that most Americans can't claim. Tariffs make sour grapes for American winemakers.
Chuck Zodda and Mike Armstrong discuss the latest comments from Trump about the Fed and the future of Jerome Powell. Is there a certain price in the stock market that the Fed decides to step in? Is Trump going to try and fire Jerome Powell? Why the Dow is the worst stock index. Are the US and Japan closer to a tariff deal? Nvidia's CEO is set to meet with officials in Beijing. Judge finds Google holds illegal online ad tech monopolies.
Mike Armstrong and Marc Fandetti discuss the posibility that the dollar could lose its status as a 'safe haven'? Why getting rare earth materials from outside of China is much harder than you think. More than 60% of CEOs expect a recession in the next 6 months as tariff turmoil grows, survey says. Is Social Security protection from volatility? How much money could the US lose out on if tourists stop coming?
Mike Armstrong and Marc Fandetti discuss China halting Boeing Jet deliveries as trade war ramps up. Trump tariffs won't lead supply chains back to U.S., companies will go low-tariff globe-hopping: CNBC survey. ‘It seems like no matter what happens, prices go up.' Why is Boston's spring housing market at a standstill? How are big bank earnings coming in? What is private equity?
Chuck Zodda and Mike Armstrong discuss Trump warning tariffs are coming for electronics after reprieve. Apple was on the brink of crisis before Trump's tariff concessions. How one shortage can disrupt the entire worldwide supply chain. The bond market's rout is bad news for the US economy. What actually is a recession? Ray Dalio is worried that something worse than a recession is coming.
Chuck Zodda and Mike Armstrong explain why upcoming earnings reports are going to matter less than usual because all the focus is going to be on forward guidance. Weak dollar wishes are scary when granted. Goldman Sachs puts $4,000 gold on the agenda as hunt for haven grows. Your car insurance is likely to go up. Again. Hollywood is cranking out original movies. How are they doing at the box office?
Chuck Zodda and Mike Armstrong discuss the latest escalation in the trade war between the US and China. Some retailers are getting crushed by tariffs on China, others are in great position. Consumer sentiment tumbles in April as inflation fears spike, University of Michigan survey shows. Why is the bond market far more important than the stock market right now? What does all this market chaos mean for the average American?
Chuck Zodda and Mike Armstrong discuss the comments from JPMorgan CEO, Jaime Dimon, about the considerable turbulence the economy is facing. There have been some famous examples of strange recession indicators over the years. Stubbornly high mortgage rates might crush the spring home-buying season. Paul LaMonica, Barron's, joins the show to chat about Kenvue and what some analysts are saying about the company.
Chuck Zodda and Mike Armstrong discuss the spring housing market possibly being stuck in neutral. Trump tariffs on China now total 145%. Why does Trump want a weaker dollar? CEOs brace for recession even after tariff relief boosts stocks. What are the lessons investors can learn from this weeks craziness. Is Amazon trying to be too much for everyone?
Chuck Zodda and Mike Armstrong recap yesterday's wild ride for markets. How investors can strategize the next couple of months. US and China are headed for a 'monumental split'. Is Tim Cook working to get a tariff exemption for Apple? The dollar and bond markets ominous message to Trump. Why did the bond market spook the White House? Inflation eased in March but tariffs raise risk of higher prices.
Mike Armstrong and Paul Lane discuss why trying to time the market could lead to bigger problems. Republicans want to make the Trump cuts last forever. The importance of US debt as a safe haven. The Fed must resist repeating past mistakes. Buying the dip isn't as easy as it seems, but continuous investing is.
Mike Armstrong and Paul Lane discuss the current state of the stock market and wonder where it will go from here. China vows to 'fight to the end' on tariffs as it props up markets. What happens to the price of American goods if tariffs are removed? Many US companies plan to keep China ties. How companies could adjust under tariffs. Should I keep checking my portfolio during economic uncertainty?
Chuck Zodda and Mike Armstrong discuss the wild swings markets are experiencing during this time of tariff uncertainty. Should you change your portfolio until there is resolution on tariffs? How does tariff enforcement work? What are some of the short term issues for the economy? Powell quietly made a hawkish pivot. TikTok deal back on the table?
Chuck Zodda and Mike Armstrong take a look at some of the ways tariffs could have been implemented without completely upending markets. Charlie Gasparino, Fox Business, joins the show to discuss the markets wild reaction to the ever-changing tariff news. Is the market turmoil going to delay many retirements? Is the current selloff similar to previous market events?
Mike Armstrong and Marc Fandetti discuss China's retaliatory tariffs on the US. Unemployment rate increases to 4.2%. There is no mystery behind this market selloff. Why are we going away from the economic policies that made this country rich? How can you navigate the market downturn as a retiree?
Mike Armstrong and Marc Fandetti discuss expensive stocks being very fragile right now. How will the Fed respond to the market drop? Will these tariffs actually help the trade deficit? How will income taxes change now that the tariffs are live? Is Jerome Powell in danger of being fired by Trump? Where will consumers go now? Paul LaMonica from Barron's joins the show to chat about the Newsmax IPO and the IPO market in general.
Chuck Zodda and Mike Armstrong discuss the markets reaction to the sweeping tariffs imposed by Trump. Will manufacturing actually come back because of the tariffs? What is getting hit the hardest today by the tariffs? Which tariffs will likely go away in the near-future? Why does the administration want a weaker dollar? What are some of the goals for these tariffs?
Chuck Zodda and Mike Armstrong discuss Treasury Secretary Scott Bessent taking a shot at the magnificent seven companies? How will tariffs impact corporate margins? Are you prepared for a market selloff? What is the status of the tariffs directed at Canada and Mexico? Matt Gagnon, WGAN Morning Host and CEO of Maine Policy Institute, joins the show to explain why the response to the tariffs isn't surprising. What is stagflation?