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Episode 02, Economic Liftoff & Potential Risks

By Dan Carter, Nick Sargen
Economics Policy
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In today's show, Dan Carter, Senior Fixed Income Portfolio Manager, is joined by Nick Sargen, Senior Economic Advisor. Nick previously served as Fort Washington's Chief Investment Officer for 15 years. Prior to joining the firm, he spent 25 years on Wall Street and has experience with the Federal Reserve Bank of San Francisco and the U.S. Department of Treasury.

Nick Sargen shares insights from his recent quarterly commentary titled Preparing for Economic Liftoff and What Ensues. He and Dan also talk about COVID relief legislation, inflation, budget deficits, and Biden's infrastructure package.

Topics Covered In This Episode: 

  • Economic outlook for the balance of 2021. (0:36)
  • Markets appear to have embraced the positive economic outlook and the U.S. economy is poised for a strong liftoff. Where does this leave risk and what key data points are you watching? (3:56)
  • Size of the fiscal stimulus and potential inflation concerns. (5:55)
  • Balancing short-term benefits with longer-term potential consequences of the Federal Reserve's new policy approach. (8:28)
  • Infrastructure package details and how it might be financed. (11:42)
Economic Liftoff & Potential Risks
dan carter

Dan Carter

Senior Portfolio Manager
Dan is Managing Director and Senior Portfolio Manager, focusing on diversified broad market fixed income portfolios. He received a BS from Miami University and is a CFA charterholder. 
nick sargen

Nick Sargen

Senior Economic Advisor
Nick is an international economist, global money manager, author, and contributor on television business news programs. He earned a PhD and MA from Stanford University and BA from UC, Berkeley.

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