Podcast Episodes
Back to SearchSLC's Mullarkey: It's been all about the Fed, and it's going to stay that way
Dec Mullarkey, head of investment strategy and asset allocation at SLC Investments, says rate volatility has driven most market activity this year, a…
2 years, 11 months ago
T. Rowe Price's Uruci: Expect 'elevated uncertainty' in '24
T. Rowe Price issued its outlook for 2024 on Tuesday and Blerina Uruci, the firm's chief US economist, says that while she expects slower growth, "bu…
2 years, 11 months ago
Hennessy's Ellison: The economy 'is stronger than people believe it is'
David Ellison, portfolio manager for the Hennessy Large-Cap and Small-Cap Financial Funds, says the struggle for banks will be "what's going to happe…
2 years, 11 months ago
NDR's Clissold: Choppy markets ahead, but no 'nasty bear market'
Ed Clissold, chief US strategist at Ned Davis Research, says he expects a choppy market through the first half of 2024, but says the market won't unc…
3 years ago
Cresset's Ablin: Overvalued markets today will lead to muted gains in '24
Jack Ablin, chief investment officer at Cresset Capital Management, says that the "hurricane" of bad economic numbers investors expected in 2023 coul…
3 years ago
IBKR's Torres: Recession is coming in '24, but it'll be short and mild
Jose Torres, senior economist at Interactive Brokers, says that America remains the best country in the world to do business in, which is going to ma…
3 years ago
3EDGE's Folts: With U.S. markets overvalued, favor foreign stocks
Fritz Folts, chief investment strategist at 3EDGE Asset Management, says the domestic stock market "Has to go down a lot more from here to be conside…
3 years ago
Janney's Luschini: Expect the 2023 recession to arrive in '24
Mark Luschini, chief investment strategist for Janney Montgomery Scott, says that the economic downturn everyone saw as happening this year wound up …
3 years ago
U.S. Global's Holmes: Santa's coming, and will kick off a good year in '24
Frank Holmes, chief executive at U.S. Global Investors, says he believes interest rates have peaked, and that the economy will turn around in six mon…
3 years ago
Sit Investment's Doty: Fed is done, and a big bond opportunity is here
Bryce Doty, senior portfolio manager at Sit Investment Associates, says he believes the Federal Reserve has finished hiking rates, even though it has…
3 years ago