Podcast Episodes

Investment Opportunity: Impact & ESG Bonds

Season 18 Episode 40

As bonds suffer the worst quarter in more than four decades we are exploring one of the fastest-growing segments in the fixed income markets where de…

4 years, 6 months ago

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New Bond Era & Sustainable Investing

Season 18 Episode 39

Part 1 of 2

The direction of inflation and interest rates are key to the performance of bond prices and they are in the midst of a massive change. Th…

4 years, 6 months ago

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How to Re-Position Your Portfolio for A Higher Inflation Era

Season 18 Episode 38

The first interest rate increase by the Federal Reserve since 2018 happened this week, with the central bank planning six more of 25 basis points or …

4 years, 7 months ago

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Ukrainian Invasion Impact

Season 18 Episode 35

Russia’s brutal, unprovoked assault on Ukraine is dominating the news headlines, but so far its market impact has been short-lived. ClearBridge Inves…

4 years, 7 months ago

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The Sane Investment Approach [2022]

Season 18 Episode 36

Since the future is essentially unknowable, this week’s podcast guest focuses on what is knowable and controllable, mainly our own reactions. He is v…

4 years, 7 months ago

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When is the RIGHT TIME for Target-Date Funds?

Season 18 Episode 34

Target-date funds have $3 trillion dollars in assets. Millions of Americans are enrolled in them, mostly through company 401(k) plans. They have a tr…

4 years, 8 months ago

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The Bullish Case for Higher Inflation and Interest Rates

Season 18 Episode 33

Yankee legend Yogi Berra famously said, “It’s deja vu all over again,” one of his many memorable expressions. That’s the way I feel this week.  

The …

4 years, 8 months ago

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Resilient Investments, Including Gold, Are Matt McLennan’s Method for Building Lasting Wealth

Season 18 Episode 32

We appear to be in a new investment era, one of higher inflation and higher interest rates. It is a huge change from the “great moderation,” the mult…

4 years, 8 months ago

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I'm Done! I'm Retiring. Now What?

Season 18 Episode 29

One of the biggest changes of the past year has been the record number of Americans who are quitting their jobs. It’s so pronounced that it has a nam…

4 years, 9 months ago

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Betting Big on Crypto & Bitcoin [2022]

Season 18 Episode 28

Part 2 of 2

Legendary value investor Bill Miller is betting big on bitcoin. The digital currency and some related crypto investments now account for …

4 years, 9 months ago

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