U.S. Economy, The Fed, and Investment Strategies for 2015

February 13, 2015
Hosted by Andy Busch

[Download MP3s: Jim O'Sullivan Jack Albin Adrian Day Doug Roberts] [itunes] [Bookmark Episode]

Guest Information

Episode Description

This week on Engage, we take a deeper look into the U.S. economy and how we can prime our investment strategies. We’ll cover interest rates, jobs, and inflation to get a sense of where things are going and what investing opportunities lie ahead in 2015. Joining us for segment 1 is Jim O’Sullivan of High Frequency Economics where we’ll focus on the U.S. labor market, the Fed, and 2015 growth trajectory. For segment 2, we have Jack Ablin of BMO Private Bank to discuss economic indicators and investment opportunities. For segment 3, we have Adrian Day of Adrian Day Asset Management to discuss global vs domestic investing and gold. To wrap up the show, we have Doug Roberts of Channel Capital Research Institute in segment 4 to talk Fed and how to use small caps. Get the podcasts on iTunes after you download the free podcast app. Then search for "Engage with Andy Busch." Please go to www.andrewbusch.com to get the transcripts for these interviews. Thanks for listening!

Engage with Andy Busch

Archives Available on VoiceAmerica Business Channel

Engage with Andy Busch will help you to explore and understand the top political and business stories with the brightest minds in the United States and the world. Most importantly, Andy will tell you how it impacts your life. With a sharp sense of humor and over thirty years in the markets, Andy speaks with top guests on an equal footing via his own experiences in politics and money, and shares his own successes and failures so you can learn from his experiences. Life’s complicated, let Andy help you figure it out.

Andy Busch

Andrew B. Busch is the editor of the global market and public policy newsletter, “The Busch Update.” He is a regular on CNBC’s Talking Numbers, which appears every day on Street Signs and Yahoo Finance. His views can be found on his website, andrewbusch.com, as well as CNBC and Yahoo. He was a panelist on CNBC’s Money in Motion from 2012-14. He was the host of “Politics and Money” on First Business from 2000-03.

For 22 years, he was with BMO Capital Markets and has written the Busch Update for the last 13 years. He was named BMO’s Global Currency and Public Policy Strategist in 2007. Based in Chicago, he is a recognized expert on the world financial markets and how these markets are impacted by political events. He provides clients with analysis on public policy issues for China, Europe and the United States.

On a regular basis, Andy consults with staff from Congress and think tanks on economic, financial market and tax issues. In 2011, Andy was asked to testify in front of Congress on the effectiveness of the 2009 Stimulus package. From 2004 to 2008, he was an outside advisor to the US Treasury Department and White House on the economy and financial markets. Andy had a similar role for the 2008 McCain campaign. He has met and advised the last three US Secretaries of the Treasury including John Snow, Hank Paulson and Tim Geithner. Andy is also a political consultant on campaign strategy for the 2014 US Congressional Mid-Term elections.

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