Join hosts Jim Donnelly, a retired police lieutenant, and Kevin McGarry from Valley Financial Group, as they break down today’s most pressing financial topics. The conversation covers inflation trends, shifts in the housing market, and the potential impact of tariffs on everyday expenses. Jim and Kevin offer practical advice on portfolio diversification, using relatable examples—like the resilience of the "Rocky" movies—to illustrate how markets can bounce back. Their friendly, professional approach ensures you’ll gain useful insights tailored to law enforcement professionals, helping you stay informed and financially prepared in a changing economy.

To contact Lt. Jim Donnelly: jim@valleyfinancial.com
To contact Kevin McGarry: kevin@valleyfinancial.com
For a free financial assessment, or for more information visit valleyfinancial.com

Episode 39 - Understanding Inflation, Housing Trends, and Tariffs

Jake Braund shares a cautiously optimistic outlook: moderate growth remains amid tariff-driven volatility, deficit concerns and slowing retail and job data. He emphasizes global diversification, realistic expectations and long-term investing to navigate market shifts, noting that staying invested remains key to building wealth.

06/19/2025: Jake Braund - Market whipsaws & the merits of long-term investing

Nationwide's Chief Economist Kathy Bostjancic and Chief Market Strategist Mark Hackett analyze the Fed's decision to once again hold the fed funds rate steady in June amid uncertainty from tariff negotiations and geopolitical events. [NFM-22911AO]


Fed remains patient amid high uncertainty

This is the latest in my series of podcasts explaining how economics works in the credit crunch and now virus pandemic era. This week I give my thoughts on what is happening with UK inflation with reference to the rises in food and in particular beef prices. Cost push or Demand pull? But what effect might this support forr Ukraine have on an already over-indebted European economies?

Notayesmanspodcast332

LILLEPETER EDDERPHONK AGRESSIVE PHONK BEAT

Mascara

In this episode, Leader's Edge hosts a conversation at The Council's Employee Benefits Leadership Forum with Jonathan Hsieh, CEO of Pacific Prime Americas.

Hsieh shares how his background in law helped him break into insurance industry, how medical inflation and tariffs are impacting his clients, and what trends he’s watching in the benefits market.

Medical Inflation and Tariffs Hit International Firms

How does geopolitical uncertainty affect inflation? How do we keep monetary policy fit for purpose in a rapidly changing world? And what are the main topics at this year’s ECB Forum in Sintra, Portugal?

In the first episode of our special Sintra series for The ECB Podcast, our host Paul Gordon discusses all these questions and more with Chief Economist and Executive Board member, Philip R. Lane.

The views expressed are those of the speakers and not necessarily those of the European Central Bank.

Published on 25 June 2025 and recorded on 16 June 2025.

In this episode:
01:28 The ECB Governing Council lowered key interest rates to 2%.
What was the motivation behind the decision? 

04:30 How do we ensure that risks and uncertainties are integrated into the monetary policy decision-making process?
What is our baseline? What factors need to be taken into account?

06:44 Alternative scenarios in the latest projections
Why do we communicate our “what if” scenarios?

08:11 Meeting-by-meeting, data-dependent approach 
Why do we follow this approach? 

09:50 Strategy review 
How can we make sure our strategy is up to date? 

12:02 High-level uncertainty
How do we factor heightened uncertainty in our strategy?

13:50 ECB Forum on Central Banking in Sintra, Portugal
What is the ECB Forum and what’s behind it? What’s the goal of the Forum? What’s Philip R. Lane looking forward to? 

16:53 Our guest’s hot tip
Philip R. Lane shares his hot tip.


Programme of ECB Forum on Central Banking in Sintra, Portugal 
https://www.ecb.europa.eu/press/conferences/html/20250630_ecb_forum_on_central_banking.en.html 
Ken Rogoff "Our dollar, your problem"
https://yalebooks.yale.edu/book/9780300275315/our-dollar-your-problem/ 
ECB Instagram
https://www.instagram.com/europeancentralbank/ 
European Central Bank
www.ecb.europa.eu 
ECB Banking Supervision
https://www.bankingsupervision.europa.eu/home/html/index.en.html

Adapting to change: Ensuring price stability in a new geopolitical era

Senior Economist Ben Ayers and Economist Daniel Vielhaber provide their insights into consumer sentiment data and how informative it is in forecasting economic growth.
[NFM-22911AO]

Could lower sentiment be a drag on the economy?

AVP Diamond Young explains the Fed’s cautious stance on rates, global uncertainty affecting the dollar, and growing talk of de-dollarization. While its value remains steady for now, long-term shifts like alternative systems and digital currencies could challenge its dominance. Hedging remains a smart strategy amid uncertainty.

06/26/2025: Diamond Young - The Dollar in Transition: Keeping up with Global Shifts

A finance podcast for cops, by cops. Based in Flourtown, PA. Hosted by Retired Lt. Jim Donnelly with co-host Kevin McGarry. Sponsored by Valley Financial Group.   Episodes are filled with tips and advice for maximizing your income to grow into wealth.  Listen for finance advice tailored to law enforcement employees who want to look forward to a comfortable retirement.  For a free financial assessment, or for more information visit valleyfinancial.com

my discord server
https://discord.gg/WcEWjP3T
My NEW Spotify
https://open.spotify.com/artist/2tLaW5k8JnzcohGshvNuVd?si=uVThGkbCRXWLDRYeUWJU4Q

Established in 2004, Leader’s Edge is the award-winning content platform for The Council of Insurance Agents & Brokers, covering legal and legislative issues, international business and regulation, management trends and best practices, technology, and more. Leader’s Edge is written and recorded for large and mid-sized commercial insurance and employee benefit executives around the globe.

Some of Associated Bank's most well-respected financial leaders offer their analysis of current events in the financial world. You won't want to miss these conversations. From discussing local commercial real estate to assessing national and global economic trends to dissecting political implications on the banking industry – anything is fair game.

This is my series of podcasts explaining how economics works in the credit crunch era.

The European Central Bank Podcast – bringing you insights into the world of economics and central banking. 

Our hosts Paul Gordon and Stefania Secola talk to experts about the topics and trends that matter to the eurozone economy today.

The views expressed are those of the speakers and not necessarily those of the European Central Bank.

New tracks tagged #Inflation