x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Tea and Crumpets

Will Brown and Adam Eagleston

Tea and Crumpets is Formidable Asset Management"s biweekly podcast that features Formidable"s Managing Partner and CEO, Will Brown, and Chief Investment Officer, Adam Eagleston, CFA, talking directly about current events in relation to their expertise and business in a conversational manner.

business investing

All Episodes

43:02

Musical Electric Chairs

Tea and Crumpets ·

2023/05/01

Technology investors keep dancing as the NASDAQ enters a bull market. We compare the performance of the largest names in the index versus the rest and evaluate the reasons why the performance of the average stock has been so lackluster. We also delve into the seemingly irreconcilable difference between the outlook for earnings and interest rates, as well as the ongoing fallout higher rates have caused for the banking industry. We close with our opinion on the market’s relative upside versus downside

en

40:08

Strong Conviction Wile E. Coyote

Tea and Crumpets ·

2023/04/11

We delve deeply into pun-ditry, as well as a continued post-mortem of Silicon Valley Bank. Will casts doubts over Adam’s ability to be a bond guy (or girl), and they also discuss the Fed’s strong conviction, Wile E. Coyote-style stretching of the economic rubber band and the potential implications of its snap back in the event the Fed is forced to pivot. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

38:45

Banking, From Assyria to Silicon Valley (via Dothan)

Tea and Crumpets ·

2023/03/27

Will and Adam provide an update on the continued fallout in the banking sector, including what it means for consumers and markets. The surprising rebound in technology stocks despite a nascent banking crisis is also analyzed and compared to what we experienced during the financial crisis. We also debate what the opposite of inverted is and why it is important to our outlook for the economy. For even more, click here to read Will’s comments on Silicon Valley Bank in Barron’s. Learn more about

en

36:58

Too Hot for Forbes

Tea and Crumpets ·

2023/03/14

We discuss the topic on everyone’s mind, Silicon Valley Bank, and delve into the reasons for its failure and potential consequences. Who’s to blame, who’s not, and what comes next? Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

36:35

The New Nas-quack

Tea and Crumpets ·

2023/02/10

We look at the self-proclaimed new Nasdaq, a.k.a., Ark, as emblematic of the ferocious return of speculation in 2023. We also look at the behavior of meme stock speculators and debate the role the Fed may or may not in fomenting speculation as it (and we) debate how restrictive policy is versus how restrictive it needs to be. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

39:37

Molotov Policy

Tea and Crumpets ·

2023/01/30

Will and Adam discuss the challenges faced by the Fed as it sees financial conditions easing despite its efforts to restrict monetary policy. We also analyze the health of the consumer in the world of high interest rates, low savings rates, and increasing levels of debt. The unprecedented collapse in money supply growth, and the recent spike in velocity, are addressed as well. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

38:39

2022: The Beyond Meat Grinder

Tea and Crumpets ·

2022/12/30

We review a challenging 2022, capped off by a December to forget for those looking for a Santa rally. The causes (Fed policy, rampant retail speculation) and effects (multiple compression, sizable capital losses) are analyzed, along with some perspective on how we are preparing for 2023. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

39:14

Enthusiastic Meh

Tea and Crumpets ·

2022/12/09

We give an enthusiastic meh to 2022, an anomalous year in so many ways: stocks and bonds both lower, the Fed raising rates at a historic pace, and geopolitical turmoil. We also delve into the Fed’s inflation versus recession conundrum, the consequences of capital once again having a cost, and what 2023 may hold based on our top-down process. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

35:15

Crypto Meteor Shower

Tea and Crumpets ·

2022/11/21

We review the tumult in the crypto markets in the wake of FTX’s demise. The markets resilience in the face of crypto, geopolitical, and inflation headwinds is another topic of discussion. We also look at the technical indicators pointing toward a recession here in the U.S., as well as the market implications of a Fed pivot. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

41:22

Pivot to Divot

Tea and Crumpets ·

2022/11/04

In the wake of the release of the Fed’s minutes, we discuss relevant acronyms (FIFA, NATO, FUBAR) as well as a few four-letter words the hawkish comments elicited from markets. We compare the minutes to the tenor of the press conference, the likely paths inflation might follow, and the implications for equity valuations and earning. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

36:12

Heartbeat

Tea and Crumpets ·

2022/10/21

Does the market have one? We discuss the recent signs of market life despite what seems like the Fed’s desire to raise rates no matter the collateral damage. We also explore the parody that is risk parity, and the danger it poses to pension funds. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

36:10

From the Chair

Tea and Crumpets ·

2022/10/06

We look at the historically woeful start to 2022 for both stocks and bonds and explain why these coinciding declines are causing stress in the financial system, as well for investors. We also analyze the efficacy of the Fed’s toolkit to fight inflation and how rate increases typically flow through the economy. Finally, we describe how the market has repriced earnings and illustrate how the numerator and denominator of the P/E ratio are affecting valuations. Learn more about Formidable Asset

en

38:57

Sub-Optimal Means You Are Not Sweating

Tea and Crumpets ·

2022/09/13

Are recent comments by the Fed inspiring or perspiring? We discuss the sub-optimal setup for the European Central Bank, what is helping (and hurting) the case for a reversion to sub-2% inflation domestically, and what it means for markets over the near- and medium-term. Also, public service announcements on preventative health care and meme stocks. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

39:26

Whack-a-Moron

Tea and Crumpets ·

2022/08/24

We look at the situation facing the Fed as the market anxiously awaits comments from Jackson Hole. With student debt forgiveness and the misnamed Inflation Reduction Act renewing fiscal stimulus, can the Fed engineer a soft landing? We also analyze the divergence between the favorable technical setup versus stretched valuations. Finally, we recap the most recent round of meme stock mania which, thankfully, we watched from the sidelines. Learn more about Formidable Asset Management, Will Brown, and

en

42:05

August 32nd

Tea and Crumpets ·

2022/08/08

In a market that makes about as much sense as August having an extra day, we examine the reasons for the strong equity returns in July and the incongruent views the market currently has on rates versus earnings expectations. We also discuss the squeeze consumers are feeling as savings rates decline and credit card debt expands. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

34:07

Head Fake or Head Butt?

Tea and Crumpets ·

2022/07/22

After a brief hiatus, Will and Adam return to talk about the market’s welcome recent rebound. Is it a head fake or will the bad news is good news narrative continue? Higher inflation and restrictive Fed policy have the potential to head butt investors, but the technical set-up remains favorable. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

40:10

Unremarkable Edge

Tea and Crumpets ·

2022/05/31

Are equity markets still in the danger zone? Join Will, Adam, and Kenny Loggins (well, two of the three) as they discuss the brief bear market, what is fueling the recent rebound, and whether we are in for more turbulence. Can the Fed engineer a soft landing, or will it crash and burn? Be our wingman as we explore these topics and more. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

41:43

Frowned Upon

Tea and Crumpets ·

2022/05/20

Investors are certainly frowning upon the Fed’s recent comments. We explore large caps trading like small caps, how inflation is affecting consumer behavior and how companies are responding. We also delve into prior periods of market distress to look for signs as to how far along the current drawdown may be. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting www.formidableam.com.

en

39:07

Whole Grain, Gluten Free

Tea and Crumpets ·

2022/05/04

The market’s recent selloff is in focus. Can the Fed be seen as slightly accommodative while still getting a handle on inflation, or is that just as impossible as our title? What are the effects of the war in Ukraine and Chinese lockdowns on inflation, and how big are they as building blocks of the current wall of worry? We also discuss the parts of our investment strategy that become more important in this environment. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by

en

31:41

Talk A Lot and Do A Little?

Tea and Crumpets ·

2022/04/15

Will the Fed do little, or is under too much political pressure to just talk about raising rates to fight inflation? Is China’s “zero Covid” policy really an inflation fighting tool? What explains the divergence between institutional and retail investor behavior, and are they considering the tough lessons the market taught us in the 1970s and late 1990s? We address these questions and more. Learn more about Formidable Asset Management, Will Brown, and Adam Eagleston by visiting

en

92 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...