Kenny Polcari, Managing Partner at Kace Capital Advisors, shares his expert insights on the economic outlook for 2023. He delves into the implications of rising interest rates and discusses the Fed's strategies for stability. Polcari highlights the growing concerns around household debt, particularly credit cards, and the potential impact on consumer spending. He also touches on the earnings season, emphasizing key performance indicators for various industries. Additionally, he debates the proposal to eliminate the IRS in favor of a flat tax, exploring its possible effects on the economy.

Kenny Polcari, Chief Market Strategist at SlateStone Wealth, discusses the unfolding trade war as the U.S. imposes tariffs on Canada, Mexico, and China. He analyzes how these tariffs may reignite inflation and affect the stock market, including a notable drop in major indices. The conversation touches on Mexico's recent concession to secure its border and how this affects trade relations. Polcari also highlights investment opportunities amidst the chaos and the revival of U.S. manufacturing as a potential competitive advantage.

Kenny Polcari, Chief Market Strategist at Slate Stone Wealth, shares his insights on the surprising aftermath of a robust jobs report. He explains how the report has heightened inflation concerns and led Wall Street to reconsider the likelihood of further rate cuts. The conversation shifts to major companies re-evaluating their diversity, equity, and inclusion policies amidst economic shifts. Polcari also discusses investment strategies, emphasizing a pivot from tech stocks to more stable sectors like healthcare as rising inflation impacts market dynamics.

Kenny Polcari, Chief Market Strategist at SlateStone Wealth, dives into looming market risks for 2025. He discusses how surging inflation and bond yields could spark volatility, echoing the 1980s wage-price spiral. Kenny also highlights the impact of AI and energy demand on market trends, advising on key sectors like tech and healthcare to watch closely. Lastly, he shares insights on the challenges of financing national debt and its implications for the economy, all while sprinkling in some delicious Neapolitan pasta recipes.

Kenny Polcari, Chief Market Strategist at Slatestone Wealth, dives into the complex world of inflation and its impact on consumers this holiday season. He addresses the recent 2.7% price hike and shares his insights on why the Federal Reserve should not cut interest rates hastily. Polcari discusses strategies for economic growth, emphasizing the need to stabilize prices without triggering a recession. He also predicts market trends for the upcoming year, highlighting promising investment sectors like industrials and healthcare.