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Inflation Is Now Key to Investing
Season 19 Episode 10
Global bond manager Jack McIntyre says central banks around the world are determined to stamp out inflation. Their success will determine the directi…
4 years, 1 month ago
55% Chance of Market Downturn: Implications & Strategy
Season 19 Episode 8
We are joined by ClearBridge’s Investment Strategist Jeff Schulze. He will explain why he now believes that there is a 55% chance of a downturn, why …
4 years, 2 months ago
The Fed Policy, Recession Prospects & The Markets
Season 19 Episode 7
A special WEALTHTRACK podcast with influential economist and Fed watcher turned professor Paul McCulley. McCulley is an adjunct professor at Georgeto…
4 years, 2 months ago
Concentrated Portfolio: Challenging the Market
Season 19 Episode 6
Global value investor Tom Russo says today’s investment environment is the most challenging of his 40-year career. He explains why his core companies…
4 years, 2 months ago
Making Money by Losing Less in This Bear Market
Season 19 Episode 5
Making money by losing less is how legendary small-cap value manager Charlie Dreifus has succeeded for over 50 years of investing. It's even more imp…
4 years, 2 months ago
Portfolio Rebalancing in a Changing World
Season 19 Episode 4
Soon-to-be retirees and retirees are the most vulnerable in this new era of higher inflation, interest rates, volatile markets, and possible recessio…
4 years, 3 months ago
Investing In Asian Markets: Minimize China Risk
Season 19 Episode 3
Looking around the world, one of the most under-owned asset classes after years of underperformance is emerging markets. And one of the least unders…
4 years, 3 months ago
What To Buy When Recession Hits
Season 19 Episode 2
Beauty is in the eye of the beholder, and it turns out the difference between a growth and value stock is too, with price as a key determinant.
Some…
4 years, 3 months ago
Imminent Recession – Extended Bear Market
Season 19 Episode 1
Ouch! The S&P 500 ended the first half of the year with its worst performance since 1970, down more than 20%, cementing its bear market status. And t…
4 years, 3 months ago
Crypto Is on Track Despite Declines
Season 18 Episode 52
Remember when some fans of cryptocurrencies called them non-correlated assets? They were supposed to behave differently from the stock market, not af…
4 years, 3 months ago