Podcast appearances and mentions of mona mahajan

Joe Kalish, chief global macro strategist at Ned Davis Research, says he won't be surprised if there is a "normal correction" for the stock market once the presidential election is decided, followed by a pick-up into year's end, regardless of the election outcome. Kalish says he is skeptical that the economy can get to a 2 percent inflation level sustainably without going through a recession, but he does not have a recession prediction in his outlook, which argues for no landing over the next year or two. He expects the market to keep growing, albeit not at the pace seen over the last two years. Larry Tentarelli, editor of the Blue Chip Daily Trend Report, says that he is holding to a year-end target for the Standard and Poor's 500 of 6,000 to 6,100 — a gain of about 5 percent from current levels — provided the presidential election is decided in a timely fashion, so that uncertainty doesn't start to setin and cause unexpected problems. Mona Mahajan, senior investment strategist at Edward Jones discusses the firm's research into caregivers and the sandwich generation, which showed that caregiving responsibilities have sapped the confidence of American women about their ability to save for the future. And while the election results likely won't be known for several days, Mark Hamrick, senior economic analyst and Washington bureau chief at BankRate.com talks about the pocketbook issues that Americans are facing and how the election could impact what happens next.

Mona Mahajan, senior investment strategist at Edward Jones, says the stock market is likely to moderate, but investors should lean into any volatility or price declines as an opportunity to buy and build their portfolio. In a wide-ranging Big Interview, Mahajan — who sees a soft landing as the most likely economic outlook — gives her take on every asset class from the Magnificent Seven to small-cap stocks, from bonds and precious metals to alternative investments. Todd Rosenbluth, head of research at VettaFi, makes the Van Eck Morningstar SMID Moat fund his ETF of the Week.  In the Market Call, Jeffrey DeMaso, editor of The Independent Vanguard Adviser, discusses Vanguard funds and ETFs. 

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyWednesday January 31th, 2024Featuring: Gene Munster, Deepwater Asset Management Managing Partner, on tech earnings Sara House, Wells Fargo Senior Economist and Mona Mahajan, Edward Jones Senior Investment Strategist on breaking jobs Bloomberg Intelligence analysts Mandeep Singh and Anurag Rana on the week in tech earnings Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Cathie Wood, Ark Investment Management CEO, CIO & Founder, recaps a prosperous year for Ark Invest ETFs and discusses her outlook on the crypto and technology sectors for 2024. Lara Rhame, FS Investments Chief US Economist, breaks down the final jobless claims data of 2023 and predicts a moderation in consumer spending next year. Mona Mahajan, Edward Jones Senior Investment Strategist, says bouts of volatility next year could provide opportunities for investors to get more involved. Geoff Yu, BNY Mellon Senior Market Strategist, says the US dollar has peaked and advises to pick any dollar shorts with caution. Ellen Wald, Atlantic Council Senior Fellow, discusses the latest in the global oil markets amid increasing instability in Red Sea trading.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Richard Haass, Council on Foreign Relations President Emeritus says Israel needs a Palestinian state. Mona Mahajan, Edward Jones Senior Investment Strategist explains why Treasuries might remain elevated. Lawrence H. Summers, Former US Treasury Secretary explains why he was disappointed with Harvard's initial response to the Hamas attack on Israel. Cathy Marcus, PGIM Real Estate Co-Chief Executive Officer and Global Chief Operating Officer sees opportunities in necessity-based commercial estate.See omnystudio.com/listener for privacy information.

 On this edition of Wall Street Week, Dennis DeBusschere, 22V Research President, Partner and Chief Market Strategist and Mona Mahajan, Edward Jones Senior Investment Strategist dive into the odds of a soft landing. Kathryn Judge, Columbia Law School Professor breaks down the potential impact of higher capital requirements on banks' willingness to lend. Afsaneh Beschloss, RockCreek CEO discusses the trajectory of China's rebound and Jon Klein, Former CNN President and HANG Media Co-Founder breaks down the disruptive effect of AI on the media industry. See omnystudio.com/listener for privacy information.

 On this edition of Wall Street Week, Mona Mahajan, Edward Jones Sr. Investment Strategist and Greg Peters, PGIM Co-CIO of Fixed Income discuss how bank concerns have rattled Wall Street. Sam Palmisano, and Former US Treasury Secretary Lawrence H. Summers warns of the danger of contagion to other banks. See omnystudio.com/listener for privacy information.

Mona Mahajan, senior investment strategist at Edward Jones, says that the economy is headed for a mild recession likely to hit home during the second half of 2023, but she notes that last year's big drop in the stock market did a lot of work to the downside, and while the market's hot start to this year means there is room for more back-sliding, she thinks those declines are mostly buying opportunities for the recovery that will follow the recession. Mahajan isn't expecting a blockbuster bounce-back, but says that recoveries tend to be at least as long and strong as the downturns they follow. Also on the show, Jonathan Mondillo, head of North American fixed income for abrdn, discusses the municipal bond market thus far in 2023 -- when it has been swinging wildly around headlines and macro changes -- and says investors need to drill down to look at individual issuers to deal better with the mixed signals the market is sending. In the Market Call, Clark Kendall, chief executive officer at Kendall Capital Management, talks stocks.

Carl Weinberg, High Frequency Economics Chief Economist, says we still have more price increases to go, but this is not the spiraling inflation of the 70s. Mona Mahajan, Edward Jones Senior Investment Strategist, says the trade into more cyclical parts of the market "probably happened too fast, too soon" this year. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's tough to fade the ECB, euro right now. Devin Ryan, JMP Securities Senior Research Analyst, discusses Goldman Sachs following investor day.  See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Rebecca Patterson, Former Bridgewater Chief Investment Strategist & Mona Mahajan, Edward Jones Senior Investment Strategist wrap up the week in the markets. Gillian Tett, Financial Times Editor-at-Large on why we should all be paying attention to the rest of the central banks around the world. Millard Drexler, Alex Mill CEO and Proprietor dives into the turbulence seen in retail. And Former US Treasury Secretary Lawrence H. Summers highlights the continuing risk of a sudden economic downturn.  See omnystudio.com/listener for privacy information.

Neil Dutta, Renaissance Macro Head of US Economics Research, says real economic growth is accelerating in the US. Wei Li, BlackRock Global Chief Investment Strategist, says the Fed won't be able to cut rates in 2023. Mona Mahajan, Edward Jones Senior Investment Strategist, says the Fed's path to a soft landing is narrow. Alan Ruskin, Deutsche Bank Chief International Strategist, says the dollar has peaked. See omnystudio.com/listener for privacy information.

On this edition of Wall Street Week, Peter Kraus, Aperture Investors Chairman & CEO and Mona Mahajan, Edward Jones Senior Investment Strategist wrap up a turbulent week in the markets. Sam Zell, Equity Group Investments Founder and Chairman, on where he sees opportunities to invest and former US Treasury Secretary Lawrence H. Summers breaks down the most recent GDP numbers and the problem with lawmakers criticisms of the Fed.See omnystudio.com/listener for privacy information.

 Bloomberg Businessweek Global Economics Editor Cristina Lindblad discusses the Bloomberg New Economy issue of Businessweek Magazine and how to make sense of the shocks hammering the global economy. Dr. Tom Inglesby, Director of the Johns Hopkins Center for Health Security at the Bloomberg School of Public Health, reports on the current state of Covid-19. Axel Hefer, CEO at Trivago, shares data on the holiday travel season. And we Drive to the Close with Mona Mahajan, Senior Investment Strategist at Edward Jones. Hosts: Tim Stenovec and Katie Greifeld. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

 Bloomberg Businessweek Global Economics Editor Cristina Lindblad discusses the Bloomberg New Economy issue of Businessweek Magazine and how to make sense of the shocks hammering the global economy. Dr. Tom Inglesby, Director of the Johns Hopkins Center for Health Security at the Bloomberg School of Public Health, reports on the current state of Covid-19. Axel Hefer, CEO at Trivago, shares data on the holiday travel season. And we Drive to the Close with Mona Mahajan, Senior Investment Strategist at Edward Jones. Hosts: Tim Stenovec and Katie Greifeld. Producer: Paul Brennan.  See omnystudio.com/listener for privacy information.

Vince Cignarella, Bloomberg News macro strategist, and Jennifer Lee, Senior Economist and Managing Director at BMO Capital Markets, join the show to discuss the latest CPI and PPI data. Mona Mahajan, Senior Investment Strategist with Edward Jones, discusses her sector picks and outlook for the equity market in 2022. Anna Wong, Chief US Economist with Bloomberg Economics and Bloomberg News Markets correspondent Kriti Gupta join the show to break down the latest inflation reading. Jonathan Palmer, Senior Equity Research Analyst with Bloomberg Intelligence, joins the show to discuss Walgreens earnings and outlook for the company. Jeffrey Cleveland, director and Chief Economist with Payden & Rygel, joins the show to discuss the latest inflation data, previews bank earnings, and discusses what to expect from the economy in Q4. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

Stocks staged an impressive comeback, with the Dow clawing back from a 430 point loss to finish just slightly in the red. Adam Crisafulli from Vital Knowledge and Mona Mahajan from Edward Jones debate if this week's market strength is a classic bear market bounce or something more sustainable. Energy was by far the top performing S&P 500 sector as oil rose after OPEC+ announced a production cut. Dan Pickering from Pickering Energy Partners weighs in on how high oil could climb. And D.A. Davidson's Gil Luria joins to make the bull case for Bitcoin, which is down around 50% on the year.

(Corrects Audio)Mona Mahajan, Senior Investment Strategist, at Edward Jones, discusses the latest on the markets. She spoke with hosts Doug Krizner and Rishaad Salamat on "Bloomberg Daybreak Asia."See omnystudio.com/listener for privacy information.

 On this edition of Wall Street Week, Mona Mahajan, Edward Jones Senior Investment Strategist & John Authers, Bloomberg Senior Markets Editor wrap up another week in the markets. Steve Rattner, Willett Advisors Chairman & CEO discusses investor takeaways from the Inflation Reduction Act. Former US Treasury Secretary Lawrence H. Summers weighs in on the July payrolls report and what it means for the Fed. See omnystudio.com/listener for privacy information.

According to a new study from financial services firm Edward Jones, Americans are at crossroads with how they view the current state of the U.S. economy. Mona Mahajan, Senior Investment Strategist at Edward Jones has results from the survey and talk about the factors that contribute to emotional investing, decision making and expectations of financial advisors.

According to a new study from financial services firm Edward Jones, Americans are at crossroads with how they view the current state of the U.S. economy. Mona Mahajan, Senior Investment Strategist at Edward Jones has results from the survey and talk about the factors that contribute to emotional investing, decision making and expectations of financial advisors.

Mona Mahajan, Edward Jones Senior Investment Strategist, says investors are bracing for a big Fed move. Robert Blackwill, CFR Senior Fellow, says Russia is unlikely to use a nuclear device, but it is no longer impossible. Mark McCormick, TD Securities Global Head of FX Strategy, thinks the U.S. dollar can still strengthen from here. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says it may take a while for the medical community to gain back the trust of the American public. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman, discusses his interview with Apollo Global Management CEO Marc Rowan.  See omnystudio.com/listener for privacy information.

According to a new study from financial services firm Edward Jones, Americans are at crossroads with how they view the current state of the U.S. economy. Mona Mahajan, Senior Investment Strategist at Edward Jones has results from the survey and the factors that contribute to making emotional decisions when it comes to personal finances.

According to a new study from financial services firm Edward Jones, Americans are at crossroads with how they view the current state of the U.S. economy. Mona Mahajan, Senior Investment Strategist at Edward Jones has results from the survey and the factors that contribute to making emotional decisions when it comes to personal finances.

It seems that Americans are at a crossroads with the economy. In this episode, Mark asks Mona Mahajan a Senior Investment Strategist what the results from the latest survey conducted by data intelligence company are, Morning Consult.ABOUT MONA MAHAJAN Mona Mahajan is a Senior Investment Strategist on the investment strategy team at Edward Jones. She helps develop and communicate the firm's macro-economic and financial market views, as well as create impactful thought leadership in order to help clients meet their long-term financial goals. She also is a voting member of the asset allocation team, supporting the firm's strategic and opportunistic portfolio allocation decisions. Mona has over 15 years of experience in the financial services industry, spanning equity and fixed income analysis, global investment strategy, and portfolio management. Prior to joining Edward Jones, she was the U.S. Investment Strategist at Allianz Global Investors for nearly five years. She appears regularly on financial media, including CNBC, Bloomberg TV, as well as print media like The Wall Street Journal and Barron's. Survey Methodology This survey was conducted by global data intelligence company Morning Consult among a national sample of 2,200 adults from January 7 – January 10, 2022.

It seems that Americans are at a crossroads with the economy. In this episode, Mark asks Mona Mahajan a Senior Investment Strategist what the results from the latest survey conducted by data intelligence company are, Morning Consult.ABOUT MONA MAHAJAN Mona Mahajan is a Senior Investment Strategist on the investment strategy team at Edward Jones. She helps develop and communicate the firm's macro-economic and financial market views, as well as create impactful thought leadership in order to help clients meet their long-term financial goals. She also is a voting member of the asset allocation team, supporting the firm's strategic and opportunistic portfolio allocation decisions. Mona has over 15 years of experience in the financial services industry, spanning equity and fixed income analysis, global investment strategy, and portfolio management. Prior to joining Edward Jones, she was the U.S. Investment Strategist at Allianz Global Investors for nearly five years. She appears regularly on financial media, including CNBC, Bloomberg TV, as well as print media like The Wall Street Journal and Barron's. Survey Methodology This survey was conducted by global data intelligence company Morning Consult among a national sample of 2,200 adults from January 7 – January 10, 2022.

3 - 3-2022 Mona Mahajan - Edward Jones by Tommy G

Mona Mahajan, Edward Jones, Senior Investment Strategist, expects to see an era of moderation in 2022. Megan Greene, Harvard Kennedy School Senior Fellow & Kroll Institute Global Chief Economist, expects to see weaker growth in the U.S. this year. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, expects to see omicron peaking in weeks, no months. Henry Rome, Eurasia Group Global Macro Director & Deputy Head of Research, says Iranian leadership today is rational in the way it pursues its policies. Kumar Galhotra, Ford Americas & International Markets Group President, says demand is there for electric vehicles. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

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Bill Dudley, Former New York Federal Reserve Bank President and Bloomberg Opinion Columnist, and Jeffrey Lacker, Former Richmond Federal Reserve President, both could see the Fed raising its target for the federal funds rate to 3% or above. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says stocks are the only game in town right now. Mona Mahajan, Edward Jones Senior Investment Strategist, says this bull market still has legs. Stephen Sadove, Former Saks CEO & MasterCard Senior Advisor, is expecting to see strong Black Friday sales. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, looks ahead to what he thinks could be a perplexing jobs report. Mona Mahajan, Allianz Global Investors Senior U.S. Investment Strategist, says to expect more interest to come in the tech trade. Kona Haque, ED&F Man Head of Research, says oil demand can spike higher. David George, Robert W. Baird Senior Bank Analyst, expects very significant capital return out of the financial services industry over the next couple of years. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, looks ahead to what he thinks could be a perplexing jobs report. Mona Mahajan, Allianz Global Investors Senior U.S. Investment Strategist, says to expect more interest to come in the tech trade. Kona Haque, ED&F Man Head of Research, says oil demand can spike higher. David George, Robert W. Baird Senior Bank Analyst, expects very significant capital return out of the financial services industry over the next couple of years. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

The Fed meeting has come and Jerome Powell says they are now "talking about talking about" tapering and the eventual raising of rates. What does it mean for the investing landscape? Listen to the FarrCast as Michael Farr speaks with experts on Wall Street (Jim Lebenthal, who says you have to stay invested), Washington (Dan Mahaffee, who tells us the timeline for policy changes), and The World (special guest Mona Mahajan, Chief US Strategist for Allianz GI, who says the Fed is getting it right -- so far.)

Carl Bildt, European Council on Foreign Relations Co-Chair, says Belarus airspace should be declared unsafe following the forces landing of a Ryanair plane. Michael Darda, MKM Partners Chief Economist & Market Strategist, says the Fed will be behind the curve when they start the tightening process. Mona Mahajan, Allianz Senior U.S. Investment Strategist, doesn't expect another melt-up in markets. Dianne Morales, New York City Mayoral Candidate, says the stories about a mass exodus from New York City aren't true. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Carl Bildt, European Council on Foreign Relations Co-Chair, says Belarus airspace should be declared unsafe following the forces landing of a Ryanair plane. Michael Darda, MKM Partners Chief Economist & Market Strategist, says the Fed will be behind the curve when they start the tightening process. Mona Mahajan, Allianz Senior U.S. Investment Strategist, doesn't expect another melt-up in markets. Dianne Morales, New York City Mayoral Candidate, says the stories about a mass exodus from New York City aren't true.

Mona Mahajan, US Investment Strategist at Allianz Global Investors, says they see the ten-year yield grinding higher. She thinks there is another leg higher in the value rotation. She also thinks the reopening industries such as the airlines and leisure and travel names will benefit from the reopening. With the new administration they also like the infrastructure area, 5G, and cybersecurity as well as clean energy.

Hosts Guy Johnson and Alix Steel speak with Bloomberg Opinion Columnist Marcus Ashworth, Bloomberg German Bureau Chief Daniel Schaefer, Bloomberg Intelligence Senior Software & IT Services Analyst Anurag Rana, and Bloomberg Intelligence Senior Semiconductors & Tech Analyst, Anand Srinivasan. They discuss U.K. lockdown easing, Germany's leadership showdown, Microsoft's all cash deal to buy Nuance Communications, and the global chip shortage. Plus, we hear from Mona Mahajan, Allianz Global Investors  Senior U.S. Investment Strategist, and Fabrice Montagne, Barclays U.K. Economist.

Michael O'Leary, Ryanair CEO, is optimistic about the recovery of short-haul travel between the U.K. and Europe this summer. Representative Don Beyer, U.S. Congress Join Economic Committee Chair, says he is aiming for input from both Republicans and Democrats for the infrastructure bill. Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says 2021 has been a story about the rotation into value. Torsten Slok, Apollo Management Chief Economist, says the U.S. economy is nowhere near significant overheating. David Rubenstein, Carlyle Group Co-Founder & Host of "Peer to Peer Conversations," discusses his conversation with Estée Lauder Chairman Emeritus Leonard Lauder. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

We are very excited to introduce you to Ms. Mona Mahajan, who we will be chatting with today. Ms. Mahajan is a portfolio manager, director, and US investor strategist with Allianz Global Investors. Learn more about working in the business and finance industry, and about this woman's incredible career!

In this episode, I am thrilled to be joined by Mrs. Mona Mahajan. She is a US investment strategist who can be seen regularly on CNBC and Bloomberg TV. We discuss the financial health of the US economy during the pandemic and she gives us some helpful tips on how to manage our money. We are grateful for financial leaders like Mrs. Mahajan.

Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, sees no signals that the Reddit revolt will spark a systemic risk to the broader market. David Axelrod, Ballard Spahr Partner and former Supervisory Trial Counsel at the SEC, examines what's legal and illegal in the GameStop case. Torsten Slok, Apollo Management Chief Economist, says it's premature to worry about inflation at this point. Mike McGlone, Bloomberg Intelligence Commodity Strategist, discusses the rally in silver as the retail trading frenzy spills into commodities. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

William Dudley, Bloomberg Opinion Columnist & Former New York Fed President, says it is very likely the Fed will extend its emergency loan programs. Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says bond rates will remain low throughout 2021. Tom Forte, D.A. Davidson Senior Research Analyst, says pharmacy is a trillion-dollar opportunity for Amazon. Ian Bremmer, Eurasia Group & GZERO Media President, details challenges facing the new administration as President-elect Biden begins to navigate delicate U.S. foreign relations. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says there will not be much more movement from market levels until eyes of inflation are seen. Kevin Giddis, Raymond James Chief Fixed Income Strategist, says interest rates are likely to move higher across the board with a blue wave. Wendy Schiller, Brown University Chair of Political Science, says mail-in ballots make for a more for a engaged public and higher voter turnout for this and later elections. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with Whole Foods Market Co-Founder and CEO John Mackey. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Mona Mahajan discusses what to expect from markets moving forward, along with Apple introducing the Homepod Mini Smart Speaker.

On this week's FarrCast Michael welcomes special guest Mona Mahajan, Chief US Investment Strategist for Allianz GI. Mona is one of the most respected strategists on Wall Street, a FarrCast fan favorite, and one of the smartest (and nicest!) people we ever get to talk to. Michael and Mona have a wide ranging discussion on the state of the markets, the impact of the elections, and changes in the world economy as we move towards a post-COVID world. Mona outlines the threats and opportunities she sees, and while volatility is expected to increase as we approach the election, she lays out the case to remain fully invested and optimistic looking to year end and beyond. But first, Michael examines the sudden correction in the markets, and what it means for investors. As he has been saying, markets don't move in a straight line upwards, and investors have to avoid the emotional pitfalls of pullbacks. And our senior political analyst Dan Mahaffee joins for look at the heating up of the most heated Presidential race in history. Bringing you information beneath the headlines it's The FarrCast: Wall Street, Washington, and The World!

Mona Mahajan, Allianz Global Investors, discusses the importance of being selective when investing in a risk/reward industry like the airline sector. Labor Secretary Eugene Scalia discusses whether the $600 unemployment supplement should be extended when the program expires in July. Dan Tarullo, Former Federal Reserve Governor, says income support for the nation's unemployed needs to be the highest priority right now. Nelson Griggs, Nasdaq Stock Exchange President and Nasdaq's Corporate Services Business EVP, says there is a chance of a healthy IPO sector as markets look to recovery. Neysa Ernst, Johns Hopkins Hospital Department of Medicine Nurse Manager, says Covid-19 was a big wake up call about how limited ICU nursing resources are. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

More disconnects and dislocations are appearing in the markets -- but The FarrCast is here to help you find your way through! Michael Farr gives his thoughts on where we are in the public health crisis, and what the recovery is shaping up to look like. It's a tumultuous time for investors, but not one without opportunity. Our senior political analyst, Dan Mahaffee joins us again this week with insights into the latest stimulus/ relief package making its way through Congress, the breaking news from Iran, and how the electoral sands are shifting as we move towards November. For our special guest this week, we welcome Mona Mahajan, Chief US Strategist for Allianz Global, and one of the sharpest minds on Wall Street. Mona stays with us for an extended discussion on the themes that are developing in a world beset by coronavirus -- and what the post-corona investing environment may look like. Join us for another information packed show on The FarrCast: Wall Street, Washington, and The World!

The US markets have posted a stellar year, and on the FarrCast we have had a stellar lineup of guests. We've talked to some of our top guests to get their thoughts on 2020. No one can know the future -- but these are the experts' experts and their foresight can help you navigate the year ahead! Featuring: Dan Mahaffee from the Center for the Study of the Presidency and Congress, Jim Iuorio from the Chicago Board of Trade, Mona Mahajan, US Strategist, AllianzGI, Martin Barnes, Chief Economist of BCA Research, Jay Bryson, Chief Economist of Wells Fargo, Steve Weiss from CNBC, Neil Dwane, Chief Global Strategist of AllianzGI, Jack Bouroudjian of UCX, and of course, Michael Farr, President and CEO of Farr, Miller & Washington. Take the FarrCast with you on the New Year's Holiday, and be prepared for what the New Year brings!

Rosalind Mathieson, Bloomberg Executive Editor for International Government, says U.K. PM Boris Johnson still needs to win the backing of U.K. lawmakers for a Brexit deal. Huw Van Steenis, UBS Senior Adviser to CEO and Former Senior Adviser to BOE's Mark Carney, says it's "striking" Johnson was able to get the EU to back him. Jason Furman, Former White House Economic Adviser to Pres. Obama and current Harvard Kennedy School Professor, reflects on the accomplishments of the winners of the 2019 Nobel Prize in Economics. Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says trade uncertainty has a negative impact on businesses. Jane Foley, Rabobank Head of FX Strategy & Senior Analyst, thinks there will be some rebels within the Labour party who will vote for a deal. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says the idea of one or two rate cuts by year end is starting to make sense. Marc Chandler, Bannockburn Global Forex Chief Market Strategist, expects the Chinese renminbi to break through the 7.00 level within the next three months. Ben LaBolt, Obama 2012 Presidential Campaign Press Secretary, says Democrats need to attack the notion that immigration is affecting the average worker's job. Nick Heymann, William Blair Co-Group Head–Global Industrial Infrastructure, says Raytheon and United Tech are targeting an audience beyond institutional investors.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says banks doesn't thrive in a flattening yield curve environment. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, thinks that technology will complement, not substitute the human component on the banking sector. Geetha Ranganathan, Bloomberg Intelligence Media Analyst, predicts Netflix and Disney will emerge as winners in the streaming sector. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, says 2% GDP growth is the new normal. Bloomberg's Bob Moon says Notre Dame has always managed to rise again.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

To celebrate International Women's Day, Bloomberg Surveillance brings you top voices in the worlds of finance, economics and international affairs. Mona Mahajan, Allianz Global Investors Director & U.S. Investment Strategist, says at some point, Europe could become interesting from a dividend perspective. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, expects 10-year Treasury yields to go below 2.5%. Julia Coronado, MacroPolicy Perspectives President & Founder, says service sector dynamics can be resilient in the next global slowdown. Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, says women remain "dramatically underrepresented" in universities. And Elaine Kamarck, Brookings Senior Fellow, discusses candidates in the presidential race.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says growth will be quite muted in 2019. Carolynn Look, Bloomberg Economy & ECB Reporter, says fundamentals are still strong in Europe. Matt Freund, Calamos Advisors Head of Fixed Income Strategies & Co-CIO, says it is not just one bond market but a market of bonds. Mona Mahajan, Allianz U.S. Investment Strategist, says the December pullback had to do with U.S. recession fears.  Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Remember when interest rates spiked upwards? Well, the markets are still trying to find to stability. Kenny Polcari told us that we have to test the lows of October again and then the markets can begin to build again. Rates are rising, and the markets have to decide what the proper valuation is in the new environment. Kenny gives us a quick primer on the fragmentation of the markets, and how that exaggerates the volatility.  Michael welcomes Matt Leffingwell to talk about DC post-midterms. It's been a while since we've heard from Matt, and he walks us through the chatter on the Hill. The tech industry is watching for privacy legislation, the financials are watching for new regulation, and everyone is looking at infrastructure. Leffingwell says we will see gridlock across most areas, but drug pricing may be a point of agreement. When the markets are confused, Mona Mahajan, US Investment Strategist from Allianz GI, has a voice that makes sense. Michael welcomes Mona on to peel back the layers. The US economy is strong, but will the momentum continue in the face of trade difficulties, rising rates, and slower global growth? Mona makes the case that we aren't heading into a recession, so the markets will likely find the technical bottom and move forward. To keep with Kenny Polcari's thoughts, you can subscribe to his daily note at: www.kennypolcari.com For Michael Farr's weekly Market Commentary, subscribe at www.farrmiller.com and click on "Market Commentary" To read Mona Mahajan's Outlook, go to: https://us.allianzgi.com/individual/our-firm/our-experts/our-experts-details/mona-mahajan

The FarrCast is back! People are coming back from vacation, and juries are returning with verdicts. Michael welcomes back the great Kenny Polcari to sort out what it means for the markets. Kenny says, in the short term, political noise might create volatility, but in the long-term does not price stocks. September is usually a rough month for equities, but Kenny thinks the markets hold up. UNLESS -- something comes out of left field. Dan Mahaffee joins from the Center for the Study of the Presidency and Congress, and explains what the news from the Manafort trial and Cohen plea agreement impacts the "blue wave." The Trump Administration keeps stomping on its own good news, and it means we are likely moving to divided government after the midterms. To start the new season, Michael welcomes one of the smartest market strategists in the business today, Mona Mahajan from Allianz Global. The year began with tax reform and the synchronized global growth story -- as the global story has fallen off, the US economy has remained robust. It's late in the cycle, yes there will be volatility, yes there will be rotation, but there could be value as well.

Sarah Frier, Bloomberg News Tech Reporter, discusses Facebook working with political parties to stifle opposition. Mona Mahajan, U.S. Investment Strategist at Allianz, says the tax overhaul plan will have a positive impact on the economy. Kevin Carter, Founder of EMQQ, talks about e-commerce growth in emerging markets. We Drive to the Close with Willie Delwiche, Managing Director and Investment Strategist at Baird. And Lisa Wardell, CEO of Adtalem, explains how they are addressing the U.S. skills gap. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com