Best Michael Goldfarb Podcasts (2025)

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BRIAN KLAAS ON HOW AMERICA WILL MAKE IT TO THE MIDTERMS 56:41

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24m ago56:41

56:41

Professor Brian Klaas , who has already written three books on the Trump epoch, wonders how America will make it to the midterms a year from now and what condition it will be in. Klaas, Professor of Global Politics at University College London and columnist for the Atlantic Magazine, and FRDH podcast host Michael Goldfarb discuss the current situat…

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MasterClass D.C. Update With Don Schneider 22:28

1h ago22:28

22:28

In this episode, Don Schneider provides a comprehensive update on the recent government shutdown developments and their potential duration. We delve into the political strategies of both parties, highlighting Schumer's decision and Trump's management tactics, which are softening the shutdown's impact. Don also explains the implications of the shutd…

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Post-Inflation Shock “Goldilocks”? 13:25

3d ago13:25

13:25

This week on What’s Next for Markets I’m sharing a short excerpt from my hour-long conversation with Adam Taggart (Thoughtful Money). We discuss why the current backdrop looks like a post-inflation-shock “Goldilocks” environment, why earnings breadth appears to be healing, and what a broader leadership profile could mean for small caps, cyclicals, …

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"The Enemy Of My Enemy Is My Friend" 18:39

10d ago18:39

18:39

In this episode, we discuss the uncommon, but not unprecedented, correlation between rising equity markets and increasing unemployment rates. We discuss the historical examples from the 1950s, 60s, 70s, 80s, and 90s to demonstrate how higher unemployment can actually be beneficial for stock prices in periods of inflation. The conversation covers th…

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Lessons from Ancient Greece for the new Sparta: Israel 41:18

16d ago41:18

41:18

After nearly two years of Israel's war of revenge in Gaza are there any lessons to be learned that might end the bloodshed? Professor Yehuda Halper thinks there are and in this FRDH podcast he shares them. The key is for Israeli Prime Minister to stop speaking about Israel as the new Sparta. After all, Sparta lost the battle of Thermopylae and left…

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Animal Law at University of Toronto featuring Dr. Angela Fernandez 33:01

16d ago33:01

33:01

Animal law is a topic of growing interest to Canadians, advocates, and legal experts. While there are some great people doing great work related to animal law in Canada, there haven’t been any university-associated programs on it – until now. Angela Fernandez, a long-time University of Toronto law professor, is taking on the project as the director…

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REIT All About It: A Conversation With Piper Sandler's Alex Goldfarb 37:02

17d ago37:02

37:02

In this episode, we welcome Alex Goldfarb to discuss the broad and complex world of real estate investment trusts (REITs) and the real estate industry. Alex sheds light on the transformation of real estate from a niche asset class to a mainstream investment option, highlighting the current trends and challenges in the sector. He delves into the dyn…

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Charlie Kirk's Murder: A Frontline Report From Utah 33:04

20d ago33:04

33:04

Charlie Kirk was murdered in Utah and the best way to find out more about it is to talk to a journalist from Utah who has been on the frontline reporting on the event. In this FRDH podcast, Schott discusses the arraignment of Tyler Robinson, who has confessed to killing Kirk as well as the impact of the shooting in Utah and its Church of Latter Day…

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Fashion's Future is Fur-Free featuring PJ Smith 40:52

23d ago40:52

40:52

September is fashion month, with massive week-long events in major cities worldwide, including New York, London, Milan and Paris. And the question on many peoples’ minds is: will we be seeing fur, or will more designers choose to go fur-free? PJ Smith, Director of Fashion Policy for Humane World for Animals thinks the future of the industry is fur-…

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Rising Stocks, Soft Employment, And The National Anthem 25:09

24d ago25:09

25:09

In this episode, we discuss recent market trends and economic data. We dig into the upcoming flood of macroeconomic data and the implications of the Fed's upcoming actions. The discussion covers investor sentiment, the softening labor market, falling interest rates, and their influence on the markets, especially in housing and smaller companies. Th…

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Canmore Cougar Tragedy Update feat. John Marriott and Maggie Spizziri 27:46

1M ago27:46

27:46

The tragic story of a locally beloved cougar being killed near Canmore, Alberta, earlier this year was heartbreaking. John Marriott, an award-winning wildlife photographer and co-founder of Exposed Wildlife Conservancy shared his harrowing experience with Defender Radio – along with his discovery of two cougar kits, orphaned by the incident. Severa…

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Invincible? 21:58

1M ago21:58

21:58

In this episode of What's Next for Markets, we discuss the market's performance as we enter September, a typically weak month for equities. Despite initial volatility, the markets have been performing well, led by higher beta and value names. The discussion delves into sectoral leadership, factor performance, and the influence of major stocks like …

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Bring Back the Night: Light Pollution featuring Tijana Selak 8:15

1M ago8:15

8:15

From streetlights to skyscrapers and everything in between, lighting up the night can help keep people safe. But, this often excessive lighting has a consequence: light pollution. Native wildlife across Canada gets impacted by light pollution in many ways–and they're not alone. Humans, too, are impacted in surprising ways by our bright night skies.…

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Is Change Afoot? 13:53

1M ago13:53

13:53

In this episode, Stephen and Emily discuss the impressive recent performance in the equity markets, noting new all-time highs in the S&P 500 and significant gains since April. They explore the annualized returns, emphasizing the distinction between large growth and smaller cap stocks, and the effect of sustained higher interest rates on the latter.…

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Washington DC, August 2025, Fear and Loathing and Worse 58:39

2M ago58:39

58:39

A summary of the mood of fear in Washington DC as August 2025 comes to an end. It is even worse than it was more than a decade ago when political scientist Norman Ornstein published (with co-author Thomas Mann) It’s Even Worse Than It Looks: How the American Constitutional System Collided With the New Politics of Extremism. In this wide ranging con…

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Navigating Climate Grief featuring Dr. Shawna Weaver 57:11

1M ago57:11

57:11

Wildfires and drought, floods and ice storms, and a seemingly never-ending news cycle of chaos around us is a lot. I’ll be honest – there are days I want to hide from it all myself. But carrying the weight of what’s happening to the natural world around us isn’t new, and it has a name – climate grief. This intense grief and anxiety can come from an…

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Jim Bianco on Jackson Hole and the Fed’s Next Move 45:40

1M ago45:40

45:40

In this episode of What’s Next for Markets?, Michael Kantrowitz is joined by Jim Bianco, President and Macro Strategist at Bianco Research, for a wide-ranging conversation on the Fed, markets, and the bigger forces shaping the economy. Fresh off Jackson Hole, Michael and Jim dig into Jerome Powell’s latest message, the tension between inflation ris…

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Tech Is Printing More Money Than The Fed 25:19

2M ago25:19

25:19

In this episode, we dive into the complexities of the tech sector. The discussion highlights the significant growth and earnings performance of the tech industry, comparing today's landscape to the tech bubble of 2000. The episode also explore the relative performance of small caps and global tech, highlighting the importance of strong fundamentals…

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Inflation Tuesday 15:51

2M ago15:51

15:51

In this episode, we wrap up 2Q earnings and look ahead to key data to watch. We discuss the generally positive market sentiment, driven by factors such as the pricing out of tariff and inflation risks and anticipation of rate cuts. A key focus is the upcoming CPI report on August 12th and its potential impact on the market’s “Goldilocks” narrative.…

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Deciphering The Fed's Next Move With Benson Durham 35:29

2M ago35:29

35:29

In this episode, We sit down with Benson Durham Head of Global Policy and Asset Allocation to discuss the dynamic landscape of financial markets amid key events and economic indicators. The conversation delves into the relationship between Chairman Powell and President Trump, market reactions to inflation and employment data, and the potential for …

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Goldilocks? Navigating Record Highs And Future Risk 30:19

2M ago30:19

30:19

In this episode, long-time colleagues Michael and Emily delve into the current state of the financial markets as they hit record highs. They discuss the impressive rebounds seen in meme stocks and high beta ETFs, along with the broader market's resilience despite underlying concerns. Key topics include the potential for continued bullish momentum, …

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Ray Suarez on Snatch Squads, Men In Masks & Trump's War on America's Latinos 43:41

2M ago43:41

43:41

Veteran journalist and author Ray Suarez has some thoughts on the intense campaign being waged by Donald Trump and his officials on America's Latino population. Nearly 60,000 allegedly illegal "criminal" immigrants were detained in less than five months since Trump took office, the overwhelming majority have no criminal record. Suarez explains to F…

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From Complacency to Potential Catalysts: Insights From Danny Kirsch Head Of Options Strategy At Piper Sandler 34:31

3M ago34:31

34:31

In this episode, we discuss with Danny Kirsch the parallels between current market complacency and pre-Liberation Day conditions. Danny explores the implications of extreme call buying, SPACs resurgence, and market liquidity. The episode covers the market dynamics, examining the Fed's pressure to cut rates and its impact on long-term yields, the ro…

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Decoding Quality: What Investors Need to Know 15:49

3M ago15:49

15:49

In this episode, Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, joins us to explore the concept of "quality" in stocks. We discuss how quality is defined, the key metrics used to identify high-quality companies, and common misconceptions surrounding the term. Indicators such as high profitability, strong interest coverage ratio…

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A Deep Dive With Economist Jake Oubina: Understanding The Data In A Data Dependent World 38:32

3M ago38:32

38:32

In this episode, we have in an in-depth discussion with economist Jake Oubina about the current economic landscape. We discuss the Federal Reserve's potential actions, inflation trends, and the housing market outlook. Jake shares his insights on how uncertainty over the past six months has affected consumer behavior, housing, and labor markets. He …

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Tesla … Beyond Tomorrow With Alex Potter 49:28

3M ago49:28

49:28

In this episode, we speak with Alex Potter senior research analyst at Piper Sandler and take a deep dive into Tesla and its disruptive influence. The conversation touches on various broad topics including automakers, EVs, politics, infrastructure, energy usage, and technology. The discussion highlights Tesla's transformation of the auto industry an…

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SCOTUS & Snatch-Squads: Is This the End of the 14th Amendment? 34:38

4M ago34:38

34:38

The 14th Amendment of the US Constitution enshrines citizenship by birthright, but a combination of a SCOTUS decision endorsing Trump's executive order that has led to snatch-squads dragging mostly Hispanic immigrants to prison without due process calls the Amendment's survival into question. This conversation with Damon Silvers, law professor and …

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US/Israel vs Iran: Unknown Unknowns and Blowback 1:03:06

4M ago1:03:06

1:03:06

The US attack on Iran's nuclear sites June 21st brings to mind the last of Donald Rumsfeld’s infamous unknowns at the start of the Iraq War the "unknown unknowns" aka blowback. What is it possible to know about what will happen next, or is everything an unknown? In this hour-long FRDH podcast special, recorded the day after the US joined Israel in …

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Unraveling 2025: What Shaped the Market And Where Are We Headed? 18:38

4M ago18:38

18:38

In this episode we discuss the market trends and events from the first half of 2025. Joined by Emily Needell, Deputy Chief Investment Strategist at Piper Sandler, the conversation covers the market's responses to policy changes, such as tariffs and deregulation, and the broad economic data trends this year. They highlight the v-shaped recovery and …

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5 Years Of Uncertainty And Counting 17:16

4M ago17:16

17:16

In today’s episode, we discuss the ongoing uncertainty in global markets and reflect on the events from the past five years, including COVID-19, inflation, interest rates, geopolitical and their compounded effects on market volatility. In the episode, we provide insights into how investors can position amidst these uncertainties by focusing on comp…

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Tariffs, Taxes, and Trade … Decoding D.C. With Don Schneider 24:52

4M ago24:52

24:52

In this episode, Don Schneider Deputy Head of U.S. Policy at Piper Sandler helps us unravel the ongoing political volatility impacting the markets. We discuss the significant topic of the budget reconciliation bill, detailing its current status, timeline for passage, and the key components it entails including tax cuts, spending cuts, and the conse…

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Authoritarian Democracy: Erdogan and the Turkish Paradigm 39:30

4M ago39:30

39:30

We are in an age of authoritarian democracy, and Turkey and its leader Recep Tayyip Erdogan is its paradigm. Erdogan has been in power more than 2 decades and created the template men like Victor Orban and Bibi Netanyahu have been followingin using democracy's tools to become authoritarian leaders. And now there's Donald Trump. Veteran journalist A…

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Talking Shop with Darius Dale: An Inside Look At Macro Research 38:44

4M ago38:44

38:44

In this episode, Darius Dale, founder of 42 Macro, joins hosts Michael and Steven to discuss the transformative journey and mission behind 42 Macro. Darius shares his background in Wall Street investment research and highlights the company's unique approach to providing equal access to high-quality investment insights for both institutional and ret…

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Unpacking The Current State Of Market Multiples 21:01

5M ago21:01

21:01

In this episode, we discuss the recent movements in the market amid ever-changing political narratives. We delve into the factors influencing valuations, including interest rates, inflation, and macroeconomic data. The conversation also covers the impact of recent policy changes—such as Trump’s fluctuating tariffs on the EU—and how they contribute …

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21st Century Trade Wars: Is There a Rhyme or a Reason? 45:21

5M ago45:21

45:21

Does Donald Trump have a rhyme or reason for starting the 21st century's first major trade war? The Financial Times' Martin Sandbu isn't sure but he has some ideas and also helpful hints about how to interpret Trump's "deals" that aren't anything of the sort. He gives FRDH podcast host a 44 minute long tutorial in the rhyme and reason behind Trump'…

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The Market Has Recovered … Now What? 20:39

5M ago20:39

20:39

In this episode, we delve into recent market movements following tariff announcements and pauses. The discussion covers the sharp decline and subsequent recovery of the S&P 500, highlighting sector-specific performance and the varying recovery trajectories of different market segments. The episode also covers broader economic concerns, including cr…

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Tariff Supply Chain Impact With FreightWaves CEO Craig Fuller 52:44

5M ago52:44

52:44

In this episode, we talk with Craig Fuller, CEO of FreightWaves, about the significant shifts and challenges in global supply chains, with a particular focus on the impact of tariffs and geopolitical events. Craig outlines the evolution of supply chains, the effects of the U.S.-China trade war, and the broader ramifications of tariffs on global tra…

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April Market Recap: Going Nowhere Fast 14:12

5M ago14:12

14:12

In this episode, we discuss the eventful month of April in the markets, highlighting the resurgence of the S&P 500 and the significant influence of policy shifts on market dynamics. The episode delves into the impact of tariff-related rhetoric, the effect of proposed tax cuts, and the ongoing balance between sentiment and fundamental data. We cover…

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Geopolitical Whiplash: Josh Rogin On The New Global Order 1:00:02

6M ago1:00:02

1:00:02

In this episode of What's Next for Markets, Michael Kantrowitz, Chief Investment Strategist at Piper Sandler, and Josh Rogin, Lead Global Security Analyst at Washington Post Intelligence, delve into the ongoing market volatility driven by shifting policies and geopolitical dynamics. They discuss the breakdown of traditional silos between Wall Stree…

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The World Is On The Move: Migration By Land and Sea 46:49

6M ago46:49

46:49

All over the world people are on the move, fleeing from war and environmental catastrophe caused by climate change. Many take insane risks to reach Britain in hope of safety and a chance at a better life. Author Horatio Clare has written about this migration in We Came By Sea: Stories of a Greater Britain. In the book, Clare goes to the human stori…

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What’s Holding Back Small Caps? 18:17

6M ago18:17

18:17

In this episode, Stephen and Emily discuss the current state of small cap equity investing. Small cap equities have underperformed their larger cap equity counterparts for nearly five years. We explore the factors contributing to this trend, including higher interest rates, slowing economic growth, and recent tariff news. Despite current challenges…

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The Mink VIRUS Act featuring Devan Schowe 21:40

6M ago21:40

21:40

Mink fur farms are a virus’s favourite place. There’s lots of opportunity to transmit, mutate, and lead to more virulent strains that threaten public health. With the devastating economic impact of H5N1 or avian flu in the news, the reintroduction of the Mink Virus Act to the United States Congress is well timed. To share what this legislation is a…

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The Wisdom of Staying Disciplined: Fidelity’s Jurrien Timmer on Market Cycles 42:36

6M ago42:36

42:36

In this episode, we’re joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments, for a wide-ranging conversation on market cycles, long-term investing, and the shifting dynamics in the macro landscape. Jurrien shares how his background in technical analysis has evolved into a storytelling approach to macro strategy. We dive into: …

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America's Constitutional Crisis: A Lesson From Medieval English History 44:43

6M ago44:43

44:43

America is in the midst of a constitutional crisis with a President who clearly wants to be king no matter what the Constitution says and ironically the constitution says nothing about what to do in this kind of crisis. Dr. Helen Castor, medieval historian, sees in America's current situation echoes of a constitutional crisis six hundred years ago …

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The Canmore cougar tragedy featuring John E. Marriott 1:01:24

6M ago1:01:24

1:01:24

Anyone who follows John E. Marriott or Exposed Wildlife Conservancy on social media knows that a cougar John had tracked for many years was killed near Canmore, Alberta, earlier this year. It led to two orphaned kits, a harrowing experience for John, and a clear mission: to share this story with the public and lead to change for wildlife in Alberta…

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Markets Are Tariffied; What Could Go Right?!? 17:40

6M ago17:40

17:40

In this episode of 'What's Next for Markets', we discuss the recent tumultuous week for markets in the wake tariff announcements. We will cover our initial reaction to the moves in the market along with the emerging macro and earnings risks. The episode touches on market sentiment, valuation metrics, and historical parallels. Importantly, in today’…

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FRDH on the BBC, NATO: THEN, NOW, NOW WHAT? 57:50

6M ago57:50

57:50

In this FRDH podcast first broadcast on BBC Radio 4, host Michael Goldfarb looks at the history of NATO since its founding in 1949 and asks Now What? Can NATO survive the second coming of the Trump regime. Using archive sound and interviews with former NATO ambassadors and national security and defense experts he tells the Alliance's story, goes on…

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Dissecting the Consumer With Piper Sandler’s Peter Keith 32:35

7M ago32:35

32:35

How resilient is the U.S. consumer? In today’s episode of What’s Next For Markets we speak with a 20-year veteran on Wall Street, senior research analyst, Peter Keith who covers consumer stocks in the hardline and breadlines industries at Piper Sandler. In this insightful conversation we explore consumer behavior through the lens of Peter’s proprie…

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A Dam Good Conversation: Ben Goldfarb on Beavers, Wetlands, and Rewilding the World 38:20

7M ago38:20

38:20

Fifty years ago this week, Canada officially made beavers one of our national symbols. In celebrating this anniversary – and the many ecological services and benefits provided by beavers – The Fur-Bearers have a bit of beaver fever. And who better to talk to about beavers than Ben Goldfarb, the journalist behind Eager: The Surprising Secret Life of…

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Macro Collides With Micro: Will Earnings Bifurcation Continue? 27:37

7M ago27:37

27:37

In this episode, we discuss the significant bifurcation seen in economic and company earnings data over the past few years. Why have some companies excel in this environment, while others struggle? Join us, as we delve into the factors driving this divergence, from the zero interest rate policy post-GFC to the present-day tariff uncertainty. The ep…