Exceeding Expectations

This week's episode of The FarrCast opens with Michael Farr talking markets with Kenny Polcari. All of the data is beating expectations, but Kenny reminds us that long term investing isn't haphazard: you can't just buy everything. Michael welcomes Dan Mahaffee for a quick spin through Washington and the policy, and political, arguments that matter. Finally, special guest Stephanie Link joins, and she and Michael have a spirted discussion about investing through the remainder of the year. A diversified portfolio is always important, but Stephanie believes the current rotation is more than just a head fake this time. It's The FarrCast! Wall Street, Washington, and The World.