Podcast Episodes

Interest Rates and Market Speculation with Financial Historian James Grant

Season 20 Episode 21

Part 2 of 2

Financial thought leader and historian James Grant is marking the 40th anniversary of his influential Grant’s Interest Rate Observer, a t…

2 years, 11 months ago

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Bond Bear Market on the Horizon

Season 20 Episode 20

Part 1 of 2

James Grant, Founder and Editor of Grant's Interest Rate Observer, joins us to discuss the history of bond market cycles and why the dram…

2 years, 11 months ago

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Value Investing: Lessons Learned

Season 20 Episode 19

Bruce Berkowitz is the founder and CEO of Fairholme Capital Management and a legendary value investor. In this exclusive interview, he talks about hi…

2 years, 11 months ago

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Bond Market Update: Why Bonds Are Back

Season 20 Episode 18

In a world where stocks have been the go-to asset class for income and returns, bonds are making a comeback. That's the view of Mary Ellen Stanek, Co…

2 years, 11 months ago

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China's Economic Challenges: Impact on Global Economies and Markets

Season 20 Episode 16

The political, demographic, and policy headwinds causing China’s economy to slow and possibly unravel with serious repercussions for the world’s econ…

3 years ago

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Portfolio Lessons: Navigating Market Cycles

Season 20 Episode 2012

Part 2 of 2

Our rare interview with legendary investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund which he founded 30 years ago. Mo…

3 years, 1 month ago

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Rising Interest Rates: How to Realign Your Portfolio

Season 20 Episode 11

Is the 60/40 Portfolio Is Obsolete?

The traditional 60/40 portfolio of 60% stocks and 40% bonds has been a staple of investment advice for decades. B…

3 years, 1 month ago

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The Muni Bond Market Today: Expert Insights [2023]

Season 20 Episode 10

Discover the state of the municipal bond market post-2022 interest rate surge! Munis had their worst year since 1981, with a -8.5% return. Yields dou…

3 years, 1 month ago

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Mastering Market Volatility: Lessons from Steven Romick

Season 20 Episode 9

Part 1 of 2

Discover insights from renowned investor Steven Romick, Co-Portfolio Manager of the FPA Crescent Fund, which celebrates its 30th annivers…

3 years, 1 month ago

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An Essential Guide to Mutual Fund Investing: “The Thrilling 33”

Season 20 Episode 6

Selecting the best mutual funds to achieve long-term financial goals remains a challenging task for investors. Russel Kinnel, Director of Manager Res…

3 years, 2 months ago

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