The FarrBlast

08/08/2026

Would the Fed raising rates actually *lower* longer run rates? Michael Farr makes the counter-intuitive case on this week's FarrBlast.

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 fo...

06/21/2026

Warsh, SpaceX, Iran, election season and more! Listen today.

The Warsh era has begun at the Federal Reserve and the markets didn't like what they heard on Wednesday, but Michael Farr says courage is needed from new Chair -- and indications are Warsh has the courage to withstand the pressure. Jim Lebenthal gives his view on the markets, and Dan Mahaffee says d...

04/30/2026

Politics create market chaos in the short term -- but don't price markets over the long haul.

New FarrBlast out today!

Michael Farr welcomes Dan Mahaffee for insight on the economic disruption of the Iran War and the prospects for opening the Strait of Hormuz. (Dan is NOT optimistic.) Then Kenny Polcari joins from his old haunt, the New York Stock Exchange, and Kenny reminds us that while politics create chaos in th...

04/27/2026

Get your week off to a good start and listen to the latest FarrBlast!

Markets are at all time highs, but caution is the by-word as world events continue to unfold. Michael Farr shares his insights into the rising markets, where strong earnings beats are no longer the catalyst for strong performance, but now the price of admission to avoid a sell-off. Dan Mahaffee join...

04/19/2026

Markets seem to like the rumors of peace, and Dan Mahaffee shares some of his conversations with British academics, officials, and analysts on the longer run implications of the current moment.

It's a great FarrBlast -- listen and share!

https://open.spotify.com/episode/04RNEQqyei8MOAxrwarBMU?si=n9BjftxhSxuWRMSDbva2AA

The FarrBlast · Episode

03/27/2026

If you enjoy this episode half as much as we enjoyed recording it, you're going to love it.

"Put the Daisy in the Vase" available now on all major podcast platforms.