Herb W Morgan Podcast

Herb W Morgan publik

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1
Slaying Bulls & Bears with Herb W. Morgan

Herb W. Morgan

5

179

12d ago1w ago

Bulanan+

Herb W. Morgan is a 37 year veteran of investing. This is his weekly "all you need to know" about markets and the economy. He makes the complex and complicated, simple and sensical.

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show series

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Uncertainty is the Word, The Word is Uncertainty 13:29

11d ago13:29

13:29

Oleh Herb W. Morgan

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Fiscal & Monetary Stimulus Are Not Viable Today 26:22

19d ago26:22

26:22

Oleh Herb W. Morgan

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Are Earnings Estimates Rolling Over? 13:37

26d ago13:37

13:37

Oleh Herb W. Morgan

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Untitled Episode 13:05

1M ago13:05

13:05

Oleh Herb W. Morgan

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Jobs, Consumers & Earnings All Solid - Inflation Persists 13:19

2M ago13:19

13:19

Oleh Herb W. Morgan

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Slaying Bulls & Bear w/ Herb W. Morgan 19:53

2M ago19:53

19:53

Oleh Herb W. Morgan

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DeepSeek Disrupts Big Cap Tech -- Fed to Meet This Week 13:35

2M ago13:35

13:35

Oleh Herb W. Morgan

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Earnings Are Great - Inflation Is Not 17:07

2M ago17:07

17:07

Oleh Herb W. Morgan

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Strong Data on Services & Jobs -- Stocks Retreat 20:00

3M ago20:00

20:00

Oleh Herb W. Morgan

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Valuations Are High - So What? 14:10

3M ago14:10

14:10

Oleh Herb W. Morgan

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Final 2024 Commentary & 2025 Predictions — Will Stocks Correct? 25:26

3M ago25:26

25:26

Oleh Herb W. Morgan

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Economy Strong, Subtle Gains on Inflation -- Will Know More From CPI & PPI This Week. 10:52

4M ago10:52

10:52

Oleh Herb W. Morgan

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Inflation Won’t Go Away — ISMs & Jobs Due 13:23

4M ago13:23

13:23

Oleh Herb W. Morgan

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Economic Data Continues to Positively Surprise - PCE Inflation This Week 10:27

4M ago10:27

10:27

Oleh Herb W. Morgan

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Valuation Gap Between Stocks & Bonds Widens 12:27

4M ago12:27

12:27

Oleh Herb W. Morgan

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Red Wave, Markets Surge, Inflation Up - Fed Cuts Rates 13:15

5M ago13:15

13:15

Oleh Herb W. Morgan

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Post Election Economic & Market Commentary 11_06_2024 16:52

5M ago16:52

16:52

Oleh Herb W. Morgan

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Presidential Race Tightens - Are Stocks Expensive or Are Bonds Cheap? 17:23

5M ago17:23

17:23

Oleh Herb W. Morgan

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With Stocks Up & Bonds Down, Now May Be a Good Time to Assess Your Risk Budget 16:48

5M ago16:48

16:48

Oleh Herb W. Morgan

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Trump victory now more likely than now. What does it mean for capital markets? 16:54

5M ago16:54

16:54

Oleh Herb W. Morgan

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Fed Taking Big Risk with Inflation Assumptions 10:49

6M ago10:49

10:49

Oleh Herb W. Morgan

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Manufacturing Softens Again - Services Remains Strong 17:56

6M ago17:56

17:56

Oleh Herb W. Morgan

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Inflationary Pressures Set to Rise on Dock-Worker Strike 15:19

6M ago15:19

15:19

Oleh Herb W. Morgan

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Fed cuts .50% -- Can they engineer a soft landing? 12:51

6M ago12:51

12:51

Oleh Herb W. Morgan

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Services inflation accelerates - Fed to cut rates this week 15:28

7M ago15:28

15:28

Oleh Herb W. Morgan

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Jobs Market Softens, Yield Curve Disinverts 17:02

7M ago17:02

17:02

Oleh Herb W. Morgan

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Inflation is not whipped - Fed set to cut rates ahead of election 15:50

7M ago15:50

15:50

Oleh Herb W. Morgan

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Market directionality is about NVIDIA this week 14:15

7M ago14:15

14:15

Oleh Herb W. Morgan

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Markets Correct - So What? 19:04

8M ago19:04

19:04

Oleh Herb W. Morgan

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Fed meeting this week - Will they signal on rates? 16:48

8M ago16:48

16:48

Oleh Herb W. Morgan

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Slaying Bulls & Bears with Herb W. Morgan 07_22_2024 14:48

8M ago14:48

14:48

Oleh Herb W. Morgan

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Economic & Market Commentary 07_01_2024 13:46

9M ago13:46

13:46

Oleh Herb W. Morgan

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Slaying Bulls & Bears with Herb W. Morgan 06_24_2024 20:19

9M ago20:19

20:19

Oleh Herb W. Morgan

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Economic Data Slowing -- Will Inflation? 13:28

11M ago13:28

13:28

Oleh Herb W. Morgan

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Slaying Bulls & Bears with Herb W. Morgan 05_06_2024 21:38

11M ago21:38

21:38

Oleh Herb W. Morgan

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Earnings Ahead - Will Amazon Follow Alphabet With A Dividend? 18:19

11M ago18:19

18:19

Oleh Herb W. Morgan

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Big Tech Earnings This Week - Key Inflation Reading Friday 15:49

11M ago15:49

15:49

Oleh Herb W. Morgan

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Inflation Has Re-Accelerated 18:39

12M ago18:39

18:39

Oleh Herb W. Morgan

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Is The Economy (& Inflation) Re-Accelerating? 17:23

12M ago17:23

17:23

Oleh Herb W. Morgan

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An Update on Our Current Portfolio Positioning 39:18

12M ago39:18

39:18

Oleh Herb W. Morgan

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Despite Higher CPI & PPI other Data Suggests Progress on Inflation 20:03

1y ago20:03

20:03

Oleh Herb W. Morgan

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Is Inflation Re-Accelerating? 11:46

1y ago11:46

11:46

Oleh Herb W. Morgan

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Jobs Market To Cool - US Dominates Our Portfolios 15:55

1y ago15:55

15:55

Oleh Herb W. Morgan

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The Push & Pull on the US Economy 16:35

1y ago16:35

16:35

Oleh Herb W. Morgan

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Earnings Estimates Drift Lower as Stocks Rise 14:08

1y ago14:08

14:08

Oleh Herb W. Morgan

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There Will Be No Rate Cuts in March or May - Economy Keeps Rolling! 14:01

1y ago14:01

14:01

Oleh Herb W. Morgan

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Manufacturing Surprises Up - Data Strong - This Week is Big 12:11

1y ago12:11

12:11

Oleh Herb W. Morgan

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Manufacturing Continues to Slump - Big Cap Tech Rallies 21:10

1y ago21:10

21:10

Oleh Herb W. Morgan

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Inflation Data Mixed - Could China Rally in 2024? 10:39

1y ago10:39

10:39

Oleh Herb W. Morgan

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Manufacturing Continues to Slow - Services May Be Next 13:00

1y ago13:00

13:00

Oleh Herb W. Morgan

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