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Inflation Is Temporary: Bullishness on the Economy & Markets Is Wrong
Season 17 Episode 50
The consensus for the economy is bullish. After a 6.4% annualized increase in real GDP, that’s without inflation, in the first quarter, recent foreca…
4 years, 10 months ago
New Opportunities and Challenges for Bond Investors
Season 17 Episode 47
Times they are a-changin'…
With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend, the economy is reopening a…
4 years, 10 months ago
Equity-Like Returns With Less Than Stock Market Risk
Season 17 Episode 46
“Jack be nimble Jack be quick” isn't a concept one usually associates with long-term value investors but sometimes extraordinary times call for excep…
4 years, 11 months ago
An Embarrassment of Riches in the High Growth Stock Universe
Season 17 Episode 45
There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exceptional winning streak for a coupl…
4 years, 11 months ago
Quality Growth Companies Pay Off
Season 17 Episode 44
The shift from COVID lockdown to COVID reopening has been stunning. Depending upon the stage of reopening economies around the world are rebounding.
…4 years, 11 months ago
Cryptocurrencies Are Suddenly Going Mainstream
Season 17 Episode 43
Beware the headline makers! According to Wall Street lore when a financial asset hits the front pages it can signal a turning point, either a recover…
4 years, 11 months ago
Successful Investing: Time Tested Strategies
Season 17 Episode 41
Have you noticed how rampant speculation is? Random investors seem to be making money hand over fist in numerous assets: disruptive companies like Te…
5 years ago
Protecting Portfolios While Participating in the Bull Market
Season 17 Episode 40
We have been living through an extraordinary period. It was a year ago that COVID was recognized as a global pandemic and since then over 100 million…
5 years ago
Financial Thought Leader Paul McCulley Says Both Fiscal & Monetary Helicopter Money Are Essential
Season 17 Episode 39
When a fringe economic theory goes mainstream and is actually implemented by policymakers you better pay attention. The once-fringe theory in questio…
5 years ago
Cyclical & Value Stocks Shift is Durable
Season 17 Episode 38
It doesn’t take a rocket scientist to figure out that 2021 is a year of significant political and macroeconomic change.
Meanwhile, the rollout of COV…
5 years ago