Financial Review

Trade War On

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…New tariffs on $200 billion in Chinese imports. China retaliates. Kavanaugh on hold. Senate passes opioid legislation. Florence death toll mounts. Financial Review by Sinclair Noe for 09-18-2018

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Financial Review

Off Track

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Waiting on tariffed announcement. Suadis pick Lucid over Tesla. Benioof buys Time. Cigna-Express Scripts OK’ed. Coke is dope. More NAFTA talk. Brexit May’s way or no way. Kavanaugh off track. Flo still dangerous. Financial Review by Sinclair Noe for 09-17-2018

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Financial Review

Ten Years After

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:11 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…US-China tariffs back on. Manafort flips. 10y hits 3% – odds on for more rate hikes. Florence crawls to Carolinas. Mangkhut roars through Philippines. 10 years after Lehman. Financial Review  by Sinclair Noe for 09-14-2018

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Financial Review

Hurricane Truth

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-132-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…CPI in a sweet spot. Fed will still hike rates. Spending bill might avert shutdown. China-US trade talks: no guarantees. Emerging markets still warrant attention. Trump’s Maria lie. Hurricane Flo arrives. Hurricanes do not stimulate the economy. Financial Review by Sinclair Noe for 09-13-2018

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Financial Review

Before the Deluge

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks trade in range. Apple’s big yawn. Beige book slightly dovish, but hawks will rule the FOMC. PPI slips. Middle class claws back to 1999. Businesses fight tariffs. Dimon is not running (wink, wink). Flo in the wings. Financial Review by Sinclair Noe for 09-12-2018

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Financial Review

Remember

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce; tech and energy up. Trade concerns linger. Ray Dalio in the 7th inning of the buildup to WW3. GDP forecast slump. Deficit grows. Job openings climb. Here comes Flo. Financial Review by Sinclair Noe for 09-11-2018

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Author Interviews

Lawrence Burns – Autonomy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/LAWRENCE_BURNS-09-11-2018.mp3Podcast: Play in new window | Download (Duration: 19:48 — 11.3MB)Subscribe: Apple Podcasts | Android | RSSSinclair Noe interviews Lawrence Burns, co-author of “Autonomy: The Quest to Build the Driverless Car—And How It Will Reshape Our World”

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Financial Review

Storm Warning

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Trade concerns. Ford Active elsewhere. GDP and unemployment rate fact check. Consumer borrowing ticks up. California will go 100% green. Florence warning. Financial Review by Sinclair Noe for 09-10-2018

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Financial Review

August Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-07-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…201,000 new jobs in August. 3.9% unemployment rate. Wages up to 2.9% annualized, but just keeping pace with inflation. Tariff threats. Financial Review by Sinclair Noe for 09-07-2018

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Financial Review

Steal This Memo

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Tech hit again. Betting on resistance. Tariff consultation period expires. Emerging markets continue retreat. ISM pops. Wages are flat, so invent new numbers. Bitcoin kicked. Jones banned. Financial Review by Sinclair Noe for 09-06-2018

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