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The FarrBlast

Harry Jennings
Federal Reserve
Oil
Iran
Artificial Intelligence
Strait Of Hormuz
Tariffs
Spacex
Markets
Parabolas In Markets
Oil Prices
Bond Market
Markets and Economy
AI (artificial Intelligence)
Elon Musk
Washington, DC
Oil and Energy Prices
NVIDIA
Iran Conflict
Texas Primary
Monetary Policy

Join Michael Farr every week as he reviews market trends and political currents that create our investing landscape. Also, watch for the launch of FarrFocus -- deeper conversations with people who shape our world.

PublishesWeeklyEpisodes28Founded7 months ago
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InvestingBusiness

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Artwork for The FarrBlast

Latest Episodes

The bond market is beginning to move and the stock market is taking notice. Michael Farr begins this week with Kenny Polcari who says the AI theme is as robust and compelling as ever -- but the calculus is changing. Michael and Kenny discuss the diff... more

On this week's FarrBlast Michael Farr talks markets with Jim Iuorio, and presents a case that the Fed raising short term rates may actually ease pressure on the bond market, and *lower* rates on the long end. Jim shares a litany of concerns, and expl... more

The markets (or at least the computers) had a little tantrum listening the Chair Walsh on Wednesday. And the Iran War continues off again/ on again. Michael Farr sorts out the signal from the noise this week with Dan Mahaffee and Kenny Polcari.

The FarrBlast returns from our short summer break (and Michael's jaunt to Ireland) and we welcome guests Dan Mahaffee and Jim Lebenthal. Dan helps us parse how early jockeying for 2028 is already impacting US policy and politics. Jim and Michael talk... more

Michael Farr and the FarrBlast are back with a look at Wall Street, Washington, and The World as the US ticks past its 250th birthday.

The Warsh era has begun at the Federal Reserve and the markets didn't like what they heard on Wednesday, but Michael Farr says courage is needed from new Chair -- and indications are Warsh has the courage to withstand the pressure. Jim Lebenthal give... more

This week Jim Iuorio shares some of the levels he's looking for in the markets to drive his decisions, and Dan Mahaffee gives insight into how the domestic political lanscape is being driven by foreign developments.

Join Michael Farr for a look at W... more

The data was good this week -- and markets went into a tailspin. Join Michael Farr and his guests Robert Farr and Dan Mahaffee to understand what went on in markets and the world and prepare for the week upcoming.

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Recent Guests

Jim Urio
Voice and face of the Chicago Exchange
Chicago Exchange
Episode: Happy Fourth!
Dan Mahaffey
President of the Dr. Scholl Foundation; Senior political analyst
Dr. Scholl Foundation; Center for the Study of the Presidency and Congress
Episode: Happy Fourth!
Robert Farr
President of Farrcrest Capital; long-time guest and family member on the show
Farrcrest Capital
Episode: Good News Isn't Good Enough
Jim Lebenthal
Partner at Sarity Partners; CNBC commentator
Sarity Partners; CNBC
Episode: Parabolas and Other Curves
Daryl Owen
Oil market analyst (to be discussed in FarrFocus)
Episode: Take the Tarts When Passed
Jeffrey Lacker
Former president of the Federal Reserve Bank of Richmond; Mercatus Center scholar
Mercatus Center; Former Federal Reserve Bank of Richmond President
Episode: FarrFocus -- With Dr. Jeffrey Lacker
Dr. Jeffrey Lacker
Former president of the Richmond Federal Reserve Bank; scholar in residence
University-affiliated think tanks
Episode: But Today Was Nice
Kenny Polcari
Chief Market Strategist
SlateStone Wealth
Episode: Put the Daisy in the Vase
Jim Iuorio
Guest, Chief Market Commentator (Chicago Exchange presence referenced)
Unknown in transcript
Episode: Video Version! -- I Hope You Got a Free Drink

Host

Michael Farr
Host of The Farr Blast

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Talking Points

Recent interactions between the hosts and their guests.

But I Like It on the Way Up
Q: How are earnings and AI investments influencing stock selection in this environment?
Strong beneficiaries like Microsoft show that AI spending is translating into profits, while others like Meta lag due to delayed realization of AI-driven gains, reinforcing a focus on fundamentals over noise.
But I Like It on the Way Up
Q: What is your take on the geopolitical tensions and how they affect energy markets now?
Geopolitical tensions complicate energy supply and prices, but the key is watching inventories and refinery vulnerabilities, while recognizing that technology and diversification (e.g., robust production in the Rust Belt and other hubs) can mitigate some risks.
It Always Feels Weird
Q: How should investors think about volatility during the midterm year and broader political dynamics?
The guests emphasize discipline, long-term view, and recognizing that volatility often reflects policy and geopolitical uncertainty; diversifying across sectors and maintaining scalable business models helps weather the swings.
It Always Feels Weird
Q: What is the core risk the markets are sensing from AI according to Jim Lebenthal?
Jim argues the AI risk is real but not an immediate takeover; the more likely outcome is gradual disruption where strong, adaptable software firms leverage AI to augment offerings, not replace them overnight.
In Spite of All the Noise
Q: What happens with the midterm election dynamics and the risk of impeachment?
Mahaffee notes that impeachment is a political tool for bogging down an administration and that the process could slow future administration service, with the Senate and House dynamics shaping outcomes.

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Frequently Asked Questions About The FarrBlast

What is The FarrBlast about and what kind of topics does it cover?

A prominent finance and politics-focused show that blends market analysis with geopolitical context. Episodes frequently feature veteran traders, policy wonks, and strategic investors who dissect monetary policy, energy markets, and Washington dynamics, then translate those insights into actionable investment ideas. The conversation is known for balancing tough macro views with practical portfolio guidance, often weaving in Iran and Middle East developments, oil disruptions, and policy shifts as they ripple through stocks, bonds, and currencies. A standout is the recurring pairing of market pragmatism with geopolitical analysis, plus occasional deep-dive FarrFocus interviews with former central bankers that add historical perspective to cur... more

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Which podcasts are similar to The FarrBlast?

These podcasts share a similar audience with The FarrBlast:

1. The FarrCast : Wealth Strategies
2. The Tony Kornheiser Show
3. Facts vs Feelings with Ryan Detrick & Sonu Varghese
4. RiskReversal Pod
5. On The Tape with Danny Moses

How many episodes of The FarrBlast are there?

The FarrBlast launched 7 months ago and published 28 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The FarrBlast?

Recent guests on The FarrBlast include:

1. Jim Urio
2. Dan Mahaffey
3. Robert Farr
4. Jim Lebenthal
5. Daryl Owen
6. Jeffrey Lacker
7. Dr. Jeffrey Lacker
8. Kenny Polcari

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