# Michael Townsend

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BA Uncertainty Following Trump's China Summit, Fed's Outlook Under Warsh

Charles Schwab's Michael Townsend breaks down why stocks are dipping into the weekend, the latest on U.S-China talks, and why there's still uncertainty around Boeing's (BA) expected plan deliveries to the country. He also discusses expectations for new Fed Chair Kevin Warshand why markets see littl…

The Independent Advisors Episode 123: A Revised Economic Package

Show Notes 1. Article written by Jeff Hirsch - https://jeffhirsch.tumblr.com/post/666142500496556032/years-best-3-month-span-about-to-start 2. Article written by Michael Townsend - https://www.schwab.com/resource-center/insights/content/congress-drops-most-individual-tax-increases-revised-economic…

Bank of Japan Hikes Rates as Fed Weighs Future Inflation Expectations

Global movers take the attention of today's Big Picture panel. Charles Schwab's Michael Townsend turns his focus to the Strait of Hormuz and ways Washington is managing a tentative reopening if the U.S. and Iran sign a memorandum of understanding. Michelle Gibley offers perspective on the Bank of J…

"Breath of Relief" on Inflation Not a Trend, Kevin Warsh's "Buffer" on Interest Rates

On the macro front, investors got a "sigh of relief" as inflation pressures appeared to ease with this week's economic data, says Charles Schwab's Collin Martin. However, he notes that one data point doesn't signify a trend. Collin outlines fiscal concerns he sees as prevalent for the months ahead.…

Zero Hour (9 am?)

In this case, Zero Hour is not Bowie, but Bradbury. Ray Bradbury. A creepy sci-fi horror story set in a safe little American suburb. Stephen King famously stated that "without Ray Bradbury, there is no Stephen King", praising him upon his death by writing, "Ray Bradbury wrote three great novels and…

NVDA & MU Growth Show SPX Concentration, Fed Readies for Jackson Hole

Nvidia (NVDA) represents 18% of the S&P 500's (SPX) incoming growth and Micron (MU) represents 14%, says Liz Ann Sonders of Charles Schwab. She points to both stocks as a key signal that growth remains concentrated in the AI trade. Michael Townsend looks ahead to Jackson Hole and how Fed Chair Kevi…

J.D. Vance Has Beers with Tucker Carlson; then The Truth About FEMA Scams in a Post-Truth Society; and a tale about the roommate from hell b

J.D. Vance regales us with his tale about his bromance with Tucker Carlson, despite Carlson's raging case of antisemitism and bigotry; Brooke Binlowski is back on Wonkette after years on t.v. with CNN, CBS, writing for The Atlantic, at Snopes and more--debunking FEMA conspiracy theories here with s…

Weekend Edition: Red, Blue, or Deadlock? Michael Townsend on implications of the US midterms

Friday 18th September 2026 Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here. With the US midterm elections looming and the threat of Republican losses hanging over Capitol Hill, how much should investors actual…

Secret Mall Apartment: The story behind four years of hiding in plain sight

Some people go to the mall to shop or meet up with friends at the food court or get a good walk in. Some people work there. Michael Townsend secretly lived in a mall. For four years, Townsend and fellow artists co-opted a hidden apartment inside Providence Place Mall, complete with furniture, dis…

Skip the Midterm Noise—Think Like the Markets

In this episode, host Michael Townsend and his guest, Kasey McCurdy, chief portfolio strategist for Schwab Wealth Advisory™, bring a portfolio-first lens to the political headlines around the midterms. They discuss what investors should watch if one or both chambers of Congress change party control…